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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 %
ACA
201
Affinity Capital Advisors
California
$5.85M -$90K -1,625 -2%
GA
202
GoalVest Advisory
New York
$5.73M -$322K -5,821 -5%
FIM
203
Freedom Investment Management
Connecticut
$5.7M -$944K -17,054 -14%
DWM
204
Dakota Wealth Management
Florida
$5.68M +$2.94M +53,021 +107%
SCA
205
Snowden Capital Advisors
New York
$5.6M +$831K +15,010 +17%
DWM
206
Drive Wealth Management
Utah
$5.46M -$144K -2,597 -3%
RW
207
Regimen Wealth
Georgia
$5.45M +$5.45M +97,866 New
WC
208
Waterloo Capital
Texas
$5.42M +$5.42M +97,920 New
RZH
209
Relyea Zuckerberg Hanson
Connecticut
$5.35M -$49.4K -893 -0.9%
RF
210
Rollins Financial
Georgia
$5.34M -$2.16M -38,984 -29%
BPA
211
Beacon Pointe Advisors
California
$5.29M +$135K +2,444 +3%
MWM
212
Meridian Wealth Management
Kentucky
$5.28M -$191K -3,450 -3%
TFA
213
Tobias Financial Advisors
Florida
$5.26M -$389K -7,025 -7%
PFG
214
PAX Financial Group
Texas
$5.17M +$62.4K +1,127 +1%
DWM
215
Darwin Wealth Management
Florida
$5.16M -$5.75M -102,776 -53%
AWM
216
Atticus Wealth Management
Florida
$5.14M +$5.13M +92,610 +28,941%
IPW
217
Intergy Private Wealth
Colorado
$5.06M -$37.6K -679 -0.7%
RWA
218
Rooted Wealth Advisors
Illinois
$5.04M -$789K -14,099 -14%
PFS
219
Prospera Financial Services
Texas
$4.97M +$2.8M +50,637 +129%
GWSG
220
GPS Wealth Strategies Group
Colorado
$4.91M +$521K +9,415 +12%
Baird Financial Group
221
Baird Financial Group
Wisconsin
$4.88M +$372K +6,725 +8%
ODIJL
222
One Day In July LLC
Vermont
$4.85M +$72.2K +1,305 +2%
TW
223
Transform Wealth
Colorado
$4.83M -$144K -2,606 -3%
TCA
224
Transcend Capital Advisors
New Jersey
$4.81M +$18.3K +331 +0.4%
DI
225
DFPG Investments
Utah
$4.76M +$1.44M +25,985 +43%