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SPDR Portfolio S&P 500 Growth ETF

46 hedge funds and large institutions have $209M invested in SPDR Portfolio S&P 500 Growth ETF in 2014 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 11 reducing their positions, and 8 closing their positions.

Holders
46
Holders Change
-2
Holders Change %
-4.17%
% of All Funds
1.34%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
6
Increased
18
Reduced
11
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CDIA
1
Capital Directions Investment Advisors
Georgia
$91.1M 950,333 -12,375 -1%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$26.7M 288,944 +53,179 +23%
UCFA
3
United Capital Financial Advisors
Texas
$26.7M 288,238 +54,397 +23%
LPL Financial
4
LPL Financial
California
$16.3M 178,785 -7,316 -4%
Morgan Stanley
5
Morgan Stanley
New York
$8.37M 90,521 -2,926 -3%
U
6
UBS
Switzerland
$6.13M 66,268 +32,287 +95%
BTS
7
BB&T Securities
Virginia
$4.68M 5,060 -203 -4%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$4.16M 45,016 +173 +0.4%
Bank of America
9
Bank of America
North Carolina
$3.99M 43,118 +17,847 +71%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$3.01M 32,525 +32,525 New
NFG
11
Noven Financial Group
Colorado
$2.86M 30,878 -3,992 -11%
RJA
12
Raymond James & Associates
Florida
$2.08M 22,461 -519 -2%
Wells Fargo
13
Wells Fargo
California
$2.04M 22,043 +4,212 +24%
CS
14
Credit Suisse
Switzerland
$1.82M 19,645 +367 +2%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.64M 17,735 +2,324 +15%
ALA
16
Atherton Lane Advisers
California
$1.03M 11,080 +1,625 +17%
FIM
17
Freedom Investment Management
Connecticut
$889K 9,611 +559 +6%
HighTower Advisors
18
HighTower Advisors
Illinois
$826K 9,514 -10 -0.1%
PI
19
Placemark Investments
Illinois
$458K 4,949 +4,949 New
LIA
20
LBMC Investment Advisors
Tennessee
$414K 4,478
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$409K 4,438 +400 +10%
Creative Planning
22
Creative Planning
Kansas
$381K 4,121 +708 +21%
Goldman Sachs
23
Goldman Sachs
New York
$348K 3,762 +410 +12%
SI
24
SII Investments
Wisconsin
$339K 3,654 -197 -5%
FAAS
25
First Allied Advisory Services
California
$323K 3,491 +1,294 +59%