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SPDR Portfolio S&P 500 Growth ETF

268 hedge funds and large institutions have $1.68B invested in SPDR Portfolio S&P 500 Growth ETF in 2018 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 111 increasing their positions, 65 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
268
Holders Change
+30
Holders Change %
+12.61%
% of All Funds
5.98%
Holding in Top 10
30
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+42.86%
% of All Funds
0.67%
New
68
Increased
111
Reduced
65
Closed
36
Calls
Puts
$1K
Net Calls
-$1K
Net Calls Change
-$368K
Name Holding Trade Value Shares
Change
Shares
Change %
JIC
201
Johnson Investment Counsel
Ohio
$246K
JFA
202
JNBA Financial Advisors
Minnesota
$241K +$241K +7,424 New
Principal Financial Group
203
Principal Financial Group
Iowa
$240K +$240K +7,380 New
SIAS
204
Shine Investment Advisory Services
Colorado
$236K
TF
205
Trek Financial
Arizona
$236K +$236K +7,247 New
DADC
206
D.A. Davidson & Co
Montana
$232K +$232K +7,131 New
BA
207
BKS Advisors
Michigan
$216K +$18.5K +570 +9%
EDRIA
208
Edmonds Duncan Registered Investment Advisors
Kansas
$213K +$213K +6,544 New
BIA
209
BHK Investment Advisors
Alabama
$204K
MIM
210
Macroview Investment Management
Maryland
$193K +$190K +5,838 +5,838%
CFGS
211
Concourse Financial Group Securities
Alabama
$159K +$87.9K +2,707 +123%
HNB
212
Huntington National Bank
Ohio
$158K -$186K
SCA
213
Stuart Chaussee & Associates
California
$134K -$768K -23,565 -85%
APA
214
American Portfolios Advisors
New York
$131K -$3.29M -101,122 -96%
EWM
215
Executive Wealth Management
Michigan
$126K +$126K +3,867 New
RTC
216
Riverview Trust Company
Washington
$115K +$115K +3,525 New
TWA
217
TCI Wealth Advisors
Arizona
$114K +$114K +3,515 New
CAL
218
Capital Advisors Ltd
Ohio
$102K +$38.7K +1,193 +61%
WAM
219
Wealthspire Advisors (Maryland)
Maryland
$93K +$93K +2,858 New
Bank of Montreal
220
Bank of Montreal
Ontario, Canada
$88K +$88K +2,695 New
SWP
221
Strategic Wealth Partners
Ohio
$86K -$4.38M -129,114 -98%
RFC
222
Regions Financial Corp
Alabama
$83K +$6.48K +200 +8%
AA
223
AlphaMark Advisors
Kentucky
$80K
AIP
224
Ameritas Investment Partners
Nebraska
$80K
OSNBOA
225
Old Second National Bank of Aurora
Illinois
$80K +$69.7K +2,150 +674%