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SPDR Portfolio S&P 500 Growth ETF

719 hedge funds and large institutions have $11.6B invested in SPDR Portfolio S&P 500 Growth ETF in 2021 Q4 according to their latest regulatory filings, with 168 funds opening new positions, 270 increasing their positions, 196 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
719
Holders Change
+119
Holders Change %
+19.83%
% of All Funds
11.1%
Holding in Top 10
126
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+35.48%
% of All Funds
1.95%
New
168
Increased
270
Reduced
196
Closed
33
Calls
$9.64M
Puts
$24.4M
Net Calls
-$14.7M
Net Calls Change
-$18.5M
Name Holding Trade Value Shares
Change
Shares
Change %
CWA
151
Centennial Wealth Advisory
Michigan
$11.1M -$5.51M -75,965 -33%
SCM
152
Southport Capital Management
Tennessee
$10.9M -$1.55M -21,428 -12%
Truist Financial
153
Truist Financial
North Carolina
$10.6M -$676K -9,321 -6%
CWM
154
CCG Wealth Management
California
$10.5M +$2.34M +32,347 +29%
SWM
155
SigFig Wealth Management
California
$10.4M +$4.15M +66,338 +66%
US Bancorp
156
US Bancorp
Minnesota
$10.4M +$66.2K +913 +0.6%
LWMG
157
Levy Wealth Management Group
Pennsylvania
$10.1M +$97.1K +1,340 +1%
PWPS
158
Pinnacle Wealth Planning Services
Ohio
$9.93M -$1.22M -16,817 -11%
ACA
159
Affinity Capital Advisors
California
$9.62M -$834K -11,503 -8%
VRM
160
Vectors Research Management
New York
$9.48M -$5.48M -75,599 -37%
TW
161
Transform Wealth
Colorado
$9.43M -$430K -5,938 -4%
NWM
162
NEIRG Wealth Management
Massachusetts
$9.43M +$9.43M +130,055 New
Cetera Investment Advisers
163
Cetera Investment Advisers
Illinois
$9.04M -$37.4K -516 -0.4%
CWM
164
CarsonAllaria Wealth Management
Illinois
$8.91M +$8.91M +122,996 New
FIM
165
Freedom Investment Management
Connecticut
$8.84M +$952K +13,135 +12%
HC
166
HNP Capital
New York
$8.64M -$4.62M -63,715 -35%
LTL
167
Lowery Thomas LLC
California
$8.25M +$8.25M +113,845 New
BWFA
168
Baltimore-Washington Financial Advisors
Maryland
$8.24M +$772K +10,647 +10%
SFG
169
StrategIQ Financial Group
Indiana
$8.07M +$360K +4,968 +5%
WFPG
170
Waller Financial Planning Group
Ohio
$7.93M -$508K -7,004 -6%
CWM
171
Cornerstone Wealth Management
Missouri
$7.92M +$872K +12,040 +12%
CSPAM
172
Cary Street Partners Asset Management
Virginia
$7.92M -$45.4K -627 -0.6%
TF
173
TIAA FSB
Florida
$7.73M +$3.77M +52,045 +95%
GP
174
Girard Partners
Pennsylvania
$7.71M -$148K -2,047 -2%
FF
175
Financial Futures
New Jersey
$7.68M +$7.68M +105,904 New