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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 %
AC
201
Avestar Capital
New York
$11.9M +$5.21M +71,173 +78%
OHIS
202
Oak Harvest Investment Services
Texas
$11.8M -$1M -13,720 -8%
OCM
203
One Capital Management
California
$11.7M -$15.8M -216,399 -57%
Citadel Advisors
204
Citadel Advisors
Florida
$11.7M +$1.54M +21,114 +15%
CWP
205
Concord Wealth Partners
Virginia
$11.6M -$1.43M -19,580 -11%
NECFA
206
New England Capital Financial Advisors
Connecticut
$11.6M -$50.7K -693 -0.4%
SIG
207
Sargent Investment Group
Maryland
$11.6M -$426K -5,830 -4%
NC
208
NewSquare Capital
Pennsylvania
$11.6M +$145K +1,988 +1%
RFS
209
Retirement Financial Solutions
Tennessee
$11.4M +$786K +10,739 +7%
ORG
210
Optimist Retirement Group
Washington
$11.4M -$915K -12,502 -7%
SXL
211
Summit X LLC
Missouri
$11.1M +$6.38M +87,276 +136%
CF
212
Centaurus Financial
California
$10.8M +$49.8K +681 +0.5%
CAL
213
Capital Analysts LLC
Pennsylvania
$10.5M +$789K +10,789 +8%
PC
214
Pecaut & Co
Iowa
$10.4M -$244K -3,339 -2%
PWP
215
PrairieView Wealth Partners
Illinois
$10.3M +$223K +3,045 +2%
MFG
216
Magnus Financial Group
New York
$10.3M -$155K -2,118 -1%
IRC
217
Investors Research Corp
Georgia
$10.2M +$352K +4,814 +4%
CWM
218
Cornerstone Wealth Management
Missouri
$9.92M +$248K +3,389 +3%
CAMV
219
Concord Asset Management (Virginia)
Virginia
$9.89M -$1M -13,711 -9%
FZCM
220
Flynn Zito Capital Management
New York
$9.82M +$516K +7,054 +6%
HPC
221
Hobart Private Capital
North Carolina
$9.47M +$5.06M +69,186 +115%
FSA
222
Financial Services Advisory
Maryland
$9.43M +$150K +2,053 +2%
LWMG
223
Levy Wealth Management Group
Pennsylvania
$9.41M
SFMG
224
Sage Financial Management Group
Virginia
$9.3M +$178K +2,435 +2%
USCWA
225
U.S. Capital Wealth Advisors
Texas
$9.29M +$2.25M +30,753 +32%