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SPDR Portfolio S&P 500 Growth ETF

238 hedge funds and large institutions have $2.01B invested in SPDR Portfolio S&P 500 Growth ETF in 2018 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 115 increasing their positions, 45 reducing their positions, and 16 closing their positions.

Holders
238
Holders Change
+39
Holders Change %
+19.6%
% of All Funds
5.45%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.48%
New
55
Increased
115
Reduced
45
Closed
16
Calls
$367K
Puts
Net Calls
+$367K
Net Calls Change
+$367K
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$228M 5,953,634 +3,716,776 +166%
HI
2
Horizon Investments
North Carolina
$226M 5,911,098 +2,690,328 +84%
VA
3
Valmark Advisers
Ohio
$215M 5,624,081 -163,028 -3%
CCMG
4
Clark Capital Management Group
Pennsylvania
$103M 2,703,304 +1,823,474 +207%
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$101M 2,652,930 +2,331,362 +725%
AG
6
Advisor Group
Arizona
$86.1M 2,251,533 +1,285,813 +133%
CDIA
7
Capital Directions Investment Advisors
Georgia
$76.5M 1,999,310 +1,999,310 New
PI
8
PFS Investments
Georgia
$72.8M 1,904,640 +867,396 +84%
Bank of America
9
Bank of America
North Carolina
$66.6M 1,740,701 +106,644 +7%
LPL Financial
10
LPL Financial
California
$56M 1,465,571 +352,828 +32%
UBS Group
11
UBS Group
Switzerland
$48.6M 1,272,125 -136,806 -10%
AF
12
Allworth Financial
California
$40.3M 1,053,383 +1,053,383 New
Wells Fargo
13
Wells Fargo
California
$38.8M 1,013,867 +8,902 +0.9%
Morgan Stanley
14
Morgan Stanley
New York
$35.4M 926,460 +29,838 +3%
FWM
15
Focused Wealth Management
New York
$33.2M 868,917 +23,864 +3%
RJA
16
Raymond James & Associates
Florida
$26.5M 693,331 +336,277 +94%
IWA
17
Inspirion Wealth Advisors
Illinois
$24.6M 644,027 +32,493 +5%
RCIM
18
Red Cedar Investment Management
Michigan
$23.6M 618,244 +618,244 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$23.4M 612,244 +595 +0.1%
ACM
20
AlphaStar Capital Management
North Carolina
$22.6M 591,052 +209,182 +55%
AWM
21
Altium Wealth Management
New York
$20.1M 524,613 +243,658 +87%
FFS
22
Founders Financial Securities
Maryland
$17M 443,300 +140,465 +46%
NA
23
Nottingham Advisors
New York
$16.7M 421,804 +182 +0%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$15.1M 394,739 +200,470 +103%
AIG
25
American International Group
New York
$14.6M 383,000 +383,000 New