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SPDR Portfolio S&P 500 Growth ETF

941 hedge funds and large institutions have $19.3B invested in SPDR Portfolio S&P 500 Growth ETF in 2024 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 384 increasing their positions, 350 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
941
Holders Change
+31
Holders Change %
+3.41%
% of All Funds
13.64%
Holding in Top 10
168
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.6%
% of All Funds
2.44%
New
94
Increased
384
Reduced
350
Closed
48
Calls
$24.1M
Puts
$5.7M
Net Calls
+$18.4M
Net Calls Change
+$11.9M
Name Holding Trade Value Shares
Change
Shares
Change %
BFG
176
Buttonwood Financial Group
Missouri
$15.4M +$7.59M +103,742 +97%
CIC
177
Carnegie Investment Counsel
Ohio
$15.4M -$302K -4,132 -2%
AssetMark Inc
178
AssetMark Inc
California
$15M +$5.04M +68,867 +51%
BMMM
179
Boston Mountain Money Management
Arkansas
$14.9M +$14.9M +204,205 New
WFA
180
Wells Financial Advisors
Massachusetts
$14.8M +$87.7K +1,199 +0.6%
PCA
181
Prosperity Capital Advisors
Ohio
$14.8M +$14.4M +196,420 +3,629%
PRI
182
Prepared Retirement Institute
Pennsylvania
$14.6M +$748K +10,223 +5%
HFS
183
Horizon Financial Services
North Carolina
$14.5M +$88.1K +1,205 +0.6%
SMF
184
Sterling Manor Financial
New York
$14.4M +$764K +10,443 +6%
HG
185
Harbor Group
New Hampshire
$13.9M +$585K +8,002 +4%
OL
186
Optas LLC
Texas
$13.9M -$671K -9,172 -5%
WI
187
WrapManager Inc
California
$13.8M +$3.71M +50,687 +37%
TFCP
188
Twin Focus Capital Partners
Massachusetts
$13.7M +$1.17M +15,933 +9%
CIA
189
Concurrent Investment Advisors
Florida
$13.7M -$326K -4,455 -2%
CI
190
CX Institutional
Indiana
$13.5M +$3.61M +49,299 +36%
TWP
191
Tower Wealth Partners
Pennsylvania
$13.4M +$204K +2,783 +2%
MFA
192
Millington Financial Advisors
Illinois
$13.3M +$201K +2,754 +2%
GRP
193
Global Retirement Partners
California
$13.2M +$2.76M +37,691 +26%
PWPS
194
Pinnacle Wealth Planning Services
Ohio
$13M +$24.7K +337 +0.2%
GM
195
GeoWealth Management
Illinois
$12.6M +$12.3M +168,236 +4,329%
AI
196
Atria Investments
North Carolina
$12.4M +$5.98M +81,722 +93%
MWM
197
McNaughton Wealth Management
California
$12.3M -$68.3K -934 -0.6%
DWM
198
Dakota Wealth Management
Florida
$12M +$1.38M +18,864 +13%
GIA
199
GHP Investment Advisors
Colorado
$12M -$83.3K -1,139 -0.7%
WANY
200
Wealthspire Advisors (New York)
New York
$12M -$941K -12,870 -7%