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SPDR Portfolio S&P 500 Growth ETF

68 hedge funds and large institutions have $314M invested in SPDR Portfolio S&P 500 Growth ETF in 2016 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+10
Holders Change %
+17.24%
% of All Funds
1.81%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
17
Increased
19
Reduced
18
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CDIA
1
Capital Directions Investment Advisors
Georgia
$89.5M -$4.12M -163,976 -4%
LPL Financial
2
LPL Financial
California
$56.3M +$396K +15,852 +0.7%
State Street
3
State Street
Massachusetts
$43.2M +$43.2M +1,720,796 New
Morgan Stanley
4
Morgan Stanley
New York
$15.9M +$1.13M +44,864 +8%
Bank of America
5
Bank of America
North Carolina
$15.4M -$3.08M -122,500 -17%
AssetMark Inc
6
AssetMark Inc
California
$14.8M +$14.8M +588,744 New
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$12.9M -$236K -9,372 -2%
UBS Group
8
UBS Group
Switzerland
$7.23M -$183K -7,280 -2%
RJA
9
Raymond James & Associates
Florida
$5.95M -$21.5K -856 -0.4%
SIA
10
Starfire Investment Advisers
Michigan
$4.85M +$12.7K +504 +0.3%
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$4.3M +$103K +4,108 +2%
Wells Fargo
12
Wells Fargo
California
$4.02M -$894K -35,564 -18%
Goldman Sachs
13
Goldman Sachs
New York
$3.76M -$23.5K -936 -0.6%
Citadel Advisors
14
Citadel Advisors
Florida
$3.63M +$3.63M +144,592 New
LMIM
15
Lockheed Martin Investment Management
Maryland
$3.6M +$3.6M +143,224 New
NFG
16
Noven Financial Group
Colorado
$3.01M +$48.7K +1,936 +2%
Jane Street
17
Jane Street
New York
$1.71M +$1.71M +67,904 New
RJFSA
18
Raymond James Financial Services Advisors
Florida
$1.66M -$224K -8,928 -12%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1.64M +$215K +8,556 +15%
US Bancorp
20
US Bancorp
Minnesota
$1.54M +$327K +13,024 +27%
Lido Advisors
21
Lido Advisors
California
$1.51M +$1.51M +60,028 New
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$1.48M -$7.74K -308 -0.5%
FIM
23
Freedom Investment Management
Connecticut
$1.37M -$115K -4,564 -8%
CK
24
Carnick & Kubik
Colorado
$1.34M +$1.34M +53,156 New
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1.28M -$184K -7,340 -13%