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SPDR Portfolio S&P 500 Growth ETF

58 hedge funds and large institutions have $250M invested in SPDR Portfolio S&P 500 Growth ETF in 2015 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 27 increasing their positions, 10 reducing their positions, and 6 closing their positions.

Holders
58
Holders Change
+1
Holders Change %
+1.75%
% of All Funds
1.52%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
7
Increased
27
Reduced
10
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CDIA
1
Capital Directions Investment Advisors
Georgia
$93.3M 931,730 -4,770 -0.5%
LPL Financial
2
LPL Financial
California
$55.1M 559,101 +367,393 +192%
Bank of America
3
Bank of America
North Carolina
$18.4M 183,891 -2,542 -1%
Morgan Stanley
4
Morgan Stanley
New York
$14.7M 146,477 -13,319 -8%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$13.1M 130,919 +38,477 +42%
UBS Group
6
UBS Group
Switzerland
$7.39M 73,774 +25,284 +52%
RJA
7
Raymond James & Associates
Florida
$5.95M 59,406 +33,063 +126%
Wells Fargo
8
Wells Fargo
California
$4.89M 48,837 +9,671 +25%
SIA
9
Starfire Investment Advisers
Michigan
$4.82M 48,146 -152 -0.3%
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$4.2M 41,899 +6,857 +20%
Goldman Sachs
11
Goldman Sachs
New York
$3.77M 37,663 -99,922 -73%
NFG
12
Noven Financial Group
Colorado
$2.95M 29,417 +1,936 +7%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$1.87M 18,693 +5,265 +39%
FIM
14
Freedom Investment Management
Connecticut
$1.48M 14,807 -185,961 -93%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$1.48M 14,770 +6,149 +71%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.46M 14,541 +929 +7%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.42M 14,177 +2,302 +19%
Ameriprise
18
Ameriprise
Minnesota
$1.24M 12,348 +408 +3%
US Bancorp
19
US Bancorp
Minnesota
$1.21M 12,094 +2,577 +27%
HighTower Advisors
20
HighTower Advisors
Illinois
$1.16M 11,531 +331 +3%
ALA
21
Atherton Lane Advisers
California
$1.1M 10,955 -160 -1%
BTS
22
BB&T Securities
Virginia
$810K 8,092 +2,115 +35%
CS
23
Credit Suisse
Switzerland
$800K 7,984 -12,059 -60%
AF
24
Arrow Financial
New York
$734K 7,328
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$637K 6,357 +6,357 New