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SPDR Portfolio S&P 500 Growth ETF

238 hedge funds and large institutions have $2.01B invested in SPDR Portfolio S&P 500 Growth ETF in 2018 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 115 increasing their positions, 45 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
+39
Holders Change %
+19.6%
% of All Funds
5.45%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.48%
New
55
Increased
115
Reduced
45
Closed
16
Calls
$367K
Puts
Net Calls
+$367K
Net Calls Change
+$367K
Name Holding Trade Value Shares
Change
Shares
Change %
KF
201
Krilogy Financial
Missouri
$57K +$57K +1,496 New
PCG
202
Private Capital Group
Connecticut
$54K
JCM
203
Jacobi Capital Management
Pennsylvania
$42K +$4.41K +115 +12%
AAP
204
Arax Advisory Partners
Colorado
$39K +$39K +1,008 New
CFD
205
Creative Financial Designs
Indiana
$35K +$35K +918 New
SF
206
Synovus Financial
Georgia
$29K +$113 +3 +0.4%
NFG
207
Next Financial Group
Texas
$29K +$29K +764 New
MFW
208
Mosaic Family Wealth
Missouri
$28K
Carson Wealth (CWM LLC)
209
Carson Wealth (CWM LLC)
Nebraska
$28K +$27K +702 +2,808%
GEA
210
Glen Eagle Advisors
New Jersey
$26.5K +$1.03K +27 +4%
ADL
211
Asset Dedication LLC
California
$26K +$26K +688 New
CFA
212
Carroll Financial Associates
North Carolina
$17K
PFO
213
Pathstone Family Office
New Jersey
$16K +$38 +1 +0.2%
PO
214
Private Ocean
California
$16K +$77 +2 +0.5%
FGAM
215
Financial Gravity Asset Management
Texas
$15K -$8.05K -236 -35%
UBS AM
216
UBS AM
Illinois
$14.4K -$33.9K -887 -70%
PCFFS
217
Pacific Center for Financial Services
California
$13K +$40 +1 +0.3%
GI
218
Gradient Investments
Minnesota
$13K +$925 +18 +8%
AssetMark Inc
219
AssetMark Inc
California
$12K -$77.2M -2,096,866 -100%
CCM
220
Covington Capital Management
California
$12K
OSNBOA
221
Old Second National Bank of Aurora
Illinois
$12K
Simplex Trading
222
Simplex Trading
Illinois
$12K +$12K +314 New
APP
223
Avantax Planning Partners
Iowa
$12K +$12K +321 New
Fifth Third Bancorp
224
Fifth Third Bancorp
Ohio
$11K
William Blair & Company
225
William Blair & Company
Illinois
$11K +$4.77K +125 +77%