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SPDR Portfolio S&P 500 Growth ETF

300 hedge funds and large institutions have $2.86B invested in SPDR Portfolio S&P 500 Growth ETF in 2019 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 147 increasing their positions, 73 reducing their positions, and 24 closing their positions.

Holders
300
Holders Change
+32
Holders Change %
+11.94%
% of All Funds
6.5%
Holding in Top 10
38
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+26.67%
% of All Funds
0.82%
New
58
Increased
147
Reduced
73
Closed
24
Calls
$316K
Puts
Net Calls
+$316K
Net Calls Change
+$317K
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$340M 9,133,482 +7,959,912 +678%
HI
2
Horizon Investments
North Carolina
$268M 7,191,589 +2,162,335 +43%
VA
3
Valmark Advisers
Ohio
$206M 5,527,248 -188,649 -3%
Bank of America
4
Bank of America
North Carolina
$121M 3,247,215 +515,812 +19%
AG
5
Advisor Group
Arizona
$119M 3,209,457 +2,702,883 +534%
PI
6
PFS Investments
Georgia
$108M 2,891,834 +1,037,043 +56%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$101M 2,710,563 +2,209,230 +441%
CCMG
8
Clark Capital Management Group
Pennsylvania
$84.9M 2,282,276 +2,282,276 New
CDIA
9
Capital Directions Investment Advisors
Georgia
$70.5M 1,894,603 -52,453 -3%
UBS Group
10
UBS Group
Switzerland
$63.6M 1,708,698 +215,526 +14%
NAS
11
Nicolet Advisory Services
Wisconsin
$54.4M 1,462,754 +1,462,754 New
LPL Financial
12
LPL Financial
California
$51.2M 1,376,826 -167,262 -11%
AF
13
Allworth Financial
California
$50.4M 1,354,409 +263,141 +24%
Morgan Stanley
14
Morgan Stanley
New York
$48.2M 1,295,225 +47,242 +4%
AssetMark Inc
15
AssetMark Inc
California
$45.6M 1,225,337 +1,225,036 +406,989%
TC
16
TownSquare Capital
Utah
$42.5M 1,142,362 +43,868 +4%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$42.1M 1,130,291 +172,339 +18%
PPA
18
Parametric Portfolio Associates
Washington
$40.4M 1,084,659 -250,991 -19%
BL
19
Balentine LLC
Georgia
$40.4M 1,084,659 -250,991 -19%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$37.3M 1,001,188 +276,967 +38%
Wells Fargo
21
Wells Fargo
California
$34.8M 934,602 +63,742 +7%
Goldman Sachs
22
Goldman Sachs
New York
$34.6M 930,045 -169,389 -15%
FWM
23
Focused Wealth Management
New York
$33.6M 902,106 +62,317 +7%
Ameriprise
24
Ameriprise
Minnesota
$32.6M 875,666 +43,177 +5%
NA
25
Nottingham Advisors
New York
$27.8M 715,274 +265,836 +59%