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SPDR Portfolio S&P 500 Growth ETF

64 hedge funds and large institutions have $350M invested in SPDR Portfolio S&P 500 Growth ETF in 2016 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 16 reducing their positions, and 11 closing their positions.

Holders
64
Holders Change
-4
Holders Change %
-5.88%
% of All Funds
1.71%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
9
Increased
26
Reduced
16
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
State Street
1
State Street
Massachusetts
$89.3M 884,779 +454,580 +106%
CDIA
2
Capital Directions Investment Advisors
Georgia
$79.8M 791,168 -99,568 -11%
LPL Financial
3
LPL Financial
California
$38.8M 382,482 -180,582 -32%
AssetMark Inc
4
AssetMark Inc
California
$29.4M 291,046 +143,860 +98%
Morgan Stanley
5
Morgan Stanley
New York
$15.5M 153,491 -4,202 -3%
Bank of America
6
Bank of America
North Carolina
$14.5M 143,905 -9,361 -6%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$13.6M 135,128 +6,552 +5%
UBS Group
8
UBS Group
Switzerland
$13.3M 131,747 +59,793 +83%
RJA
9
Raymond James & Associates
Florida
$7.91M 78,397 +19,205 +32%
SIA
10
Starfire Investment Advisers
Michigan
$4.92M 48,768 +496 +1%
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$4.74M 46,015 +3,089 +7%
Goldman Sachs
12
Goldman Sachs
New York
$4.18M 41,401 +3,972 +11%
Lido Advisors
13
Lido Advisors
California
$3.31M 32,771 +17,764 +118%
Wells Fargo
14
Wells Fargo
California
$3.18M 31,534 -8,412 -21%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$2.94M 29,102 +25,501 +708%
Ameriprise
16
Ameriprise
Minnesota
$1.73M 17,132 +4,496 +36%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$1.69M 16,789 +328 +2%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$1.57M 15,537 +844 +6%
FIM
19
Freedom Investment Management
Connecticut
$1.55M 15,341 +1,675 +12%
TW
20
Transform Wealth
Colorado
$1.41M 14,000 +14,000 New
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.37M 13,569 +863 +7%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.31M 12,942 -3,374 -21%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$1.29M 12,812 +9,947 +347%
US Bancorp
24
US Bancorp
Minnesota
$1.19M 11,813 -3,537 -23%
MFS
25
MSI Financial Services
Massachusetts
$1.13M 11,196 +8,347 +293%