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SPDR Portfolio S&P 500 Growth ETF

41 hedge funds and large institutions have $154M invested in SPDR Portfolio S&P 500 Growth ETF in 2014 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 3 closing their positions.

Holders
41
Holders Change
+2
Holders Change %
+5.13%
% of All Funds
1.18%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
12
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CDIA
1
Capital Directions Investment Advisors
Georgia
$81.7M 945,757 -12,229 -1%
LPL Financial
2
LPL Financial
California
$16.1M 186,226 -4,251 -2%
State Street
3
State Street
Massachusetts
$10M 116,163 +116,163 New
Morgan Stanley
4
Morgan Stanley
New York
$8.75M 101,272 +10,314 +11%
BTS
5
BB&T Securities
Virginia
$4.54M 5,263 -46 -0.9%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$3.93M 45,539 +2,886 +7%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$3.51M 40,663 +38,886 +2,188%
UCFA
8
United Capital Financial Advisors
Texas
$3.41M 39,481 +39,481 New
U
9
UBS
Switzerland
$2.83M 32,790 +9,326 +40%
SG Americas Securities
10
SG Americas Securities
New York
$2.6M 30,113 -32,888 -52%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$2.47M 28,628 +26,386 +1,177%
RJA
12
Raymond James & Associates
Florida
$1.97M 22,851 +1,925 +9%
Bank of America
13
Bank of America
North Carolina
$1.92M 22,269 -1,766 -7%
CS
14
Credit Suisse
Switzerland
$1.65M 19,151 -329 -2%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.33M 15,407 -109 -0.7%
Wells Fargo
16
Wells Fargo
California
$1.14M 13,215 +5,422 +70%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$914K 10,588 +8,073 +321%
HighTower Advisors
18
HighTower Advisors
Illinois
$832K 9,640 -380 -4%
FIM
19
Freedom Investment Management
Connecticut
$810K 9,379 -508 -5%
Goldman Sachs
20
Goldman Sachs
New York
$618K 7,158 -8,478 -54%
VKH
21
Virtu KCG Holdings
New York
$472K 5,460 +5,460 New
IH
22
IFC Holdings
Florida
$438K 5,126 -4,894 -49%
LIA
23
LBMC Investment Advisors
Tennessee
$387K 4,478
SI
24
SII Investments
Wisconsin
$366K 4,427 -120 -3%
Creative Planning
25
Creative Planning
Kansas
$277K 3,204 -207 -6%