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SPDR Portfolio S&P 500 Growth ETF

327 hedge funds and large institutions have $3.51B invested in SPDR Portfolio S&P 500 Growth ETF in 2019 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 167 increasing their positions, 80 reducing their positions, and 14 closing their positions.

Holders
327
Holders Change
+27
Holders Change %
+9%
% of All Funds
7.11%
Holding in Top 10
46
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+21.05%
% of All Funds
1%
New
46
Increased
167
Reduced
80
Closed
14
Calls
$592K
Puts
$383K
Net Calls
+$209K
Net Calls Change
-$107K
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$486M 12,549,692 +3,416,210 +37%
HI
2
Horizon Investments
North Carolina
$287M 7,421,267 +229,678 +3%
VA
3
Valmark Advisers
Ohio
$212M 5,476,917 -50,331 -0.9%
AG
4
Advisor Group
Arizona
$176M 4,541,162 +1,331,705 +41%
Bank of America
5
Bank of America
North Carolina
$147M 3,787,688 +540,473 +17%
PI
6
PFS Investments
Georgia
$136M 3,456,220 +564,386 +20%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$134M 3,448,197 +737,634 +27%
CCMG
8
Clark Capital Management Group
Pennsylvania
$116M 2,998,649 +716,373 +31%
Ameriprise
9
Ameriprise
Minnesota
$81.6M 2,107,449 +1,231,783 +141%
CDIA
10
Capital Directions Investment Advisors
Georgia
$72.2M 1,863,369 -31,234 -2%
UBS Group
11
UBS Group
Switzerland
$68.8M 1,776,217 +67,519 +4%
NAS
12
Nicolet Advisory Services
Wisconsin
$61.4M 1,584,388 +121,634 +8%
SF
13
Synovus Financial
Georgia
$59.4M 1,532,914 +1,532,141 +198,207%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$57.9M 1,493,959 +363,668 +32%
Morgan Stanley
15
Morgan Stanley
New York
$51.9M 1,341,192 +45,967 +4%
AF
16
Allworth Financial
California
$47M 1,214,632 -139,777 -10%
LPL Financial
17
LPL Financial
California
$46.7M 1,205,782 -171,044 -12%
TC
18
TownSquare Capital
Utah
$42.7M 1,101,890 -40,472 -4%
BL
19
Balentine LLC
Georgia
$41.2M 1,064,010 -20,649 -2%
PPA
20
Parametric Portfolio Associates
Washington
$41.2M 1,062,990 -21,669 -2%
Wells Fargo
21
Wells Fargo
California
$38.6M 997,721 +63,119 +7%
FWM
22
Focused Wealth Management
New York
$38.2M 987,294 +85,188 +9%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$36.5M 943,485 -57,703 -6%
ACM
24
AlphaStar Capital Management
North Carolina
$32M 825,346 +221,950 +37%
NA
25
Nottingham Advisors
New York
$28.6M 714,693 -581 -0.1%