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SPDR Portfolio S&P 500 Growth ETF

818 hedge funds and large institutions have $14.4B invested in SPDR Portfolio S&P 500 Growth ETF in 2023 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 358 increasing their positions, 277 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
818
Holders Change
+23
Holders Change %
+2.89%
% of All Funds
13.04%
Holding in Top 10
144
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+4.35%
% of All Funds
2.3%
New
80
Increased
358
Reduced
277
Closed
48
Calls
$10.8M
Puts
$6.49M
Net Calls
+$4.28M
Net Calls Change
-$1.69M
Name Holding Trade Value Shares
Change
Shares
Change %
GVAG
151
Great Valley Advisor Group
Delaware
$13.5M +$453K +7,649 +3%
FHC
152
First Heartland Consultants
Missouri
$13.4M +$1.26M +21,291 +10%
DI
153
Diligent Investors
California
$13.4M -$1.19M -20,146 -8%
PPWM
154
PFG Private Wealth Management
Florida
$13.3M -$5.61M -94,697 -30%
HA
155
Hofer & Associates
California
$13.3M +$24.3K +410 +0.2%
NL
156
Navalign LLC
California
$13M -$142K -2,403 -1%
VC
157
Vicus Capital
Pennsylvania
$12.9M +$544K +9,171 +4%
CIC
158
Carnegie Investment Counsel
Ohio
$12.8M +$10K +169 +0.1%
SWP
159
Stratos Wealth Partners
Ohio
$12.8M +$2.16M +36,492 +20%
KFGK
160
Keystone Financial Group (Kentucky)
Kentucky
$12.5M +$8.77M +147,954 +234%
BOPW
161
Brandywine Oak Private Wealth
Pennsylvania
$12.4M +$196K +3,306 +2%
OC
162
Oarsman Capital
Wisconsin
$12.2M +$2.25M +37,968 +23%
HFS
163
Horizon Financial Services
North Carolina
$12M +$228K +3,849 +2%
WFA
164
Wells Financial Advisors
Massachusetts
$12M +$155K +2,623 +1%
Two Sigma Investments
165
Two Sigma Investments
New York
$11.9M +$11.9M +200,400 New
BFEC
166
Benjamin F. Edwards & Company
Missouri
$11.7M -$102K -1,719 -0.9%
EWM
167
Echo Wealth Management
Minnesota
$11.6M -$218K -3,670 -2%
DI
168
DFPG Investments
Utah
$11.6M +$4.76M +78,972 +70%
CAMV
169
Concord Asset Management (Virginia)
Virginia
$11.5M -$708K -11,951 -6%
EFL
170
ERn Financial LLC
Wisconsin
$11.4M -$1.14M -19,210 -9%
TFA
171
TPG Financial Advisors
Oregon
$11.3M -$1.12M -18,853 -9%
FAIM
172
Financial Advocates Investment Management
Washington
$11.1M +$687K +11,535 +7%
PCIA
173
Prime Capital Investment Advisors
Kansas
$10.9M -$1.75M -29,543 -14%
TFCP
174
Twin Focus Capital Partners
Massachusetts
$10.8M -$784K -13,221 -7%
HG
175
Harbor Group
New Hampshire
$10.8M +$320K +5,403 +3%