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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.

New
Increased
Maintained
Reduced
Closed
Holders
755
Holders Change
+2
Holders Change %
+0.27%
% of All Funds
12.08%
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 %
NWM
176
NEIRG Wealth Management
Massachusetts
$7.55M -$141K -2,541 -2%
IA
177
IFP Advisors
Florida
$7.45M -$4.75M -133,894 -39%
PC
178
Pecaut & Co
Iowa
$7.44M +$207K +3,735 +3%
AWA
179
Alta Wealth Advisors
Massachusetts
$7.42M +$456K +8,244 +7%
CGFA
180
Colton Groome Financial Advisors
North Carolina
$7.33M +$3.87M +69,821 +112%
CA
181
CGN Advisors
Kansas
$7.23M +$759K +13,718 +12%
UCFA
182
United Capital Financial Advisors
Texas
$7.07M -$630K -11,388 -8%
MPM
183
Meritage Portfolio Management
Kansas
$6.84M -$5.03M -90,912 -42%
IRC
184
Investors Research Corp
Georgia
$6.58M +$330K +5,958 +5%
CIM
185
Confluence Investment Management
Missouri
$6.53M +$125K +2,264 +2%
MPW
186
Melone Private Wealth
Michigan
$6.52M +$1.23M +22,337 +23%
CAL
187
Capital Analysts LLC
Pennsylvania
$6.52M +$1.4M +25,354 +27%
WWM
188
Western Wealth Management
Colorado
$6.46M +$957K +17,287 +17%
CWM
189
Cornerstone Wealth Management
Missouri
$6.43M +$6.43M +116,231 New
WFA
190
Wellspring Financial Advisors
Ohio
$6.41M +$3.98M +71,964 +164%
OAM
191
Occidental Asset Management
California
$6.3M +$314K +5,675 +5%
1SB
192
1ST Source Bank
Indiana
$6.27M -$217K -3,915 -3%
GG
193
GenWealth Group
New Jersey
$6.22M +$126K +2,277 +2%
QC
194
Quent Capital
New York
$6.18M -$78.7K -1,421 -1%
M1FG
195
Mach-1 Financial Group
Arkansas
$6.01M -$7.72M -11,092 -56%
CCFM
196
Clear Creek Financial Management
Washington
$5.99M +$46.8K +846 +0.8%
IWN
197
Independent Wealth Network
Iowa
$5.97M +$100K +1,811 +2%
RFS
198
Retirement Financial Solutions
Tennessee
$5.96M +$795K +14,357 +15%
IWP
199
IAG Wealth Partners
Wisconsin
$5.93M -$560K -10,121 -9%
TC
200
TAGStone Capital
North Carolina
$5.86M +$103K +1,860 +2%