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SPDR Portfolio S&P 500 Growth ETF

1,011 hedge funds and large institutions have $22.7B invested in SPDR Portfolio S&P 500 Growth ETF in 2024 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 427 increasing their positions, 324 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,011
Holders Change
+70
Holders Change %
+7.44%
% of All Funds
14.7%
Holding in Top 10
190
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+13.1%
% of All Funds
2.76%
New
125
Increased
427
Reduced
324
Closed
39
Calls
$36.8M
Puts
$3.16M
Net Calls
+$33.7M
Net Calls Change
+$15.3M
Name Holding Trade Value Shares
Change
Shares
Change %
WI
201
WrapManager Inc
California
$13.9M -$1.23M -15,354 -8%
OCM
202
One Capital Management
California
$13.9M +$1.05M +13,064 +8%
AI
203
Atria Investments
North Carolina
$13.9M +$260K +3,245 +2%
RFS
204
Retirement Financial Solutions
Tennessee
$13.6M +$1.15M +14,344 +9%
USCWA
205
U.S. Capital Wealth Advisors
Texas
$13.5M +$3.32M +41,434 +33%
AC
206
Avestar Capital
New York
$13.3M +$235K +2,932 +2%
BWM
207
Boyd Wealth Management
California
$13.1M -$7.71M -96,254 -37%
MWM
208
McNaughton Wealth Management
California
$13.1M -$364K -4,543 -3%
GIA
209
GHP Investment Advisors
Colorado
$13.1M -$43.6K -544 -0.3%
SIG
210
Sargent Investment Group
Maryland
$13M +$287K +3,579 +2%
NC
211
NewSquare Capital
Pennsylvania
$12.9M +$228K +2,850 +2%
T
212
Tidemark
California
$12.9M +$8.87M +110,706 +220%
CF
213
Centaurus Financial
California
$12.7M +$862K +10,758 +7%
FGAM
214
Financial Gravity Asset Management
Texas
$12.6M -$12.3M -153,494 -49%
CAL
215
Capital Analysts LLC
Pennsylvania
$12.3M +$739K +9,217 +6%
ORG
216
Optimist Retirement Group
Washington
$12.1M -$325K -4,050 -3%
NECFA
217
New England Capital Financial Advisors
Connecticut
$12.1M -$610K -7,607 -5%
CWP
218
Concord Wealth Partners
Virginia
$12.1M -$616K -7,688 -5%
WANY
219
Wealthspire Advisors (New York)
New York
$11.9M -$1.21M -15,141 -9%
IRC
220
Investors Research Corp
Georgia
$11.8M +$676K +8,437 +6%
PC
221
Pecaut & Co
Iowa
$11.5M +$194K +2,417 +2%
CIM
222
Confluence Investment Management
Missouri
$11.5M +$1.39M +17,327 +14%
OHIS
223
Oak Harvest Investment Services
Texas
$11.4M -$1.47M -18,400 -11%
MFG
224
Magnus Financial Group
New York
$11.3M +$62.3K +777 +0.6%
PWP
225
PrairieView Wealth Partners
Illinois
$11.3M -$16.3K -204 -0.1%