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SPDR Portfolio S&P 500 Growth ETF

755 hedge funds and large institutions have $11.5B invested in SPDR Portfolio S&P 500 Growth ETF in 2023 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 327 increasing their positions, 258 reducing their positions, and 49 closing their positions.

Holders
755
Holders Change
+2
Holders Change %
+0.27%
% of All Funds
12.09%
Holding in Top 10
127
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.31%
% of All Funds
2.03%
New
71
Increased
327
Reduced
258
Closed
49
Calls
$16.2M
Puts
$10.2M
Net Calls
+$5.97M
Net Calls Change
-$2.09M
Name Holding Trade Value Shares
Change
Shares
Change %
IWC
151
Integrated Wealth Concepts
Massachusetts
$9.39M +$8.21M +148,281 +696%
CWM
152
CarsonAllaria Wealth Management
Illinois
$9.35M +$234K +4,224 +3%
PFGIA
153
Patriot Financial Group Insurance Agency
Massachusetts
$9.19M +$458K +8,267 +5%
MFA
154
Millington Financial Advisors
Illinois
$9.16M +$106K +1,910 +1%
BWFA
155
Baltimore-Washington Financial Advisors
Maryland
$9.06M +$640K +11,569 +8%
NECFA
156
New England Capital Financial Advisors
Connecticut
$9.03M +$201K +3,634 +2%
SIG
157
Sargent Investment Group
Maryland
$8.97M -$202K -3,618 -2%
FZCM
158
Flynn Zito Capital Management
New York
$8.8M +$964K +17,414 +12%
CSPIA
159
Cary Street Partners Investment Advisory
Virginia
$8.72M +$1.31M +23,574 +18%
GIA
160
GHP Investment Advisors
Colorado
$8.65M +$1.04M +18,874 +14%
NC
161
NewSquare Capital
Pennsylvania
$8.61M -$74.5K -1,346 -0.9%
FIA
162
Foundations Investment Advisors
Arizona
$8.56M +$8.56M +154,690 New
GLA
163
Good Life Advisors
Pennsylvania
$8.42M +$373K +6,732 +5%
SFG
164
StrategIQ Financial Group
Indiana
$8.41M +$728K +13,143 +9%
9WM
165
9258 Wealth Management
Ohio
$8.39M +$552K +9,975 +7%
LWMG
166
Levy Wealth Management Group
Pennsylvania
$8.38M +$487K +8,794 +6%
WI
167
WrapManager Inc
California
$8.35M -$196K -3,539 -2%
MFG
168
Magnus Financial Group
New York
$8.33M -$34K -615 -0.4%
MWM
169
McNaughton Wealth Management
California
$8.27M +$641K +11,577 +8%
TCMP
170
Thrive Capital Management (Pennsylvania)
Pennsylvania
$8.17M -$773K -14,167 -9%
PAS
171
Park Avenue Securities
New York
$7.98M +$2.06M +37,239 +35%
OC
172
Oarsman Capital
Wisconsin
$7.78M +$495K +8,936 +7%
SAM
173
Securian Asset Management
Minnesota
$7.78M +$1.07M +19,400 +16%
HWM
174
Horizon Wealth Management
Illinois
$7.67M +$993K +17,936 +15%
OPWM
175
Oxinas Partners Wealth Management
Indiana
$7.56M -$28.9K -522 -0.4%