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SPDR Portfolio S&P 500 Growth ETF

131 hedge funds and large institutions have $386M invested in SPDR Portfolio S&P 500 Growth ETF in 2017 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 78 increasing their positions, 1 reducing their positions, and 9 closing their positions.

Holders
131
Holders Change
+42
Holders Change %
+47.19%
% of All Funds
2.98%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.16%
New
51
Increased
78
Reduced
1
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CDIA
1
Capital Directions Investment Advisors
Georgia
$73.6M 2,231,537 +1,632,815 +273%
LPL Financial
2
LPL Financial
California
$29.8M 901,568 +672,207 +293%
Bank of America
3
Bank of America
North Carolina
$27.3M 827,960 +631,198 +321%
DDPOM
4
Delta Dental Plan of Michigan
Michigan
$21.2M 646,122 +646,122 New
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$20.7M 627,255 +471,419 +303%
AIA
6
Allegis Investment Advisors
Idaho
$17.8M 539,846 +539,846 New
Morgan Stanley
7
Morgan Stanley
New York
$17.2M 522,535 +381,611 +271%
Wells Fargo
8
Wells Fargo
California
$17.1M 519,346 +390,891 +304%
UBS Group
9
UBS Group
Switzerland
$16.1M 487,070 +393,422 +420%
FFG
10
Ford Financial Group
California
$13.3M 388,922 +388,922 New
RJA
11
Raymond James & Associates
Florida
$12.2M 369,271 +255,885 +226%
JWM
12
Jackson Wealth Management
Florida
$10.3M 301,647 +301,647 New
Ameriprise
13
Ameriprise
Minnesota
$6.71M 203,425 +153,720 +309%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$6.32M 191,586 +167,767 +704%
CWSR
15
Chessman Wealth Strategies RIA
Texas
$5.53M 167,495 +167,495 New
RJFSA
16
Raymond James Financial Services Advisors
Florida
$5.41M 163,920 +142,170 +654%
GP
17
Girard Partners
Pennsylvania
$5.19M 157,291 +157,291 New
FNT
18
First National Trust
Pennsylvania
$4.61M 139,793 +115,281 +470%
OC
19
Oarsman Capital
Wisconsin
$3.93M 118,956 +118,956 New
XS
20
XR Securities
Illinois
$3.26M 98,903 +98,903 New
IH
21
IFC Holdings
Florida
$2.97M 90,042 +67,701 +303%
AWM
22
Altium Wealth Management
New York
$2.85M 86,283 +86,283 New
ACM
23
AlphaStar Capital Management
North Carolina
$2.75M 83,289 +83,289 New
KWM
24
Kingsview Wealth Management
Oregon
$2.53M 76,680 +62,103 +426%
Manulife (Manufacturers Life Insurance)
25
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.52M 76,496 +62,182 +434%