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SPDR Portfolio S&P 500 Growth ETF

343 hedge funds and large institutions have $2.89B invested in SPDR Portfolio S&P 500 Growth ETF in 2019 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 160 increasing their positions, 98 reducing their positions, and 29 closing their positions.

Holders
343
Holders Change
+16
Holders Change %
+4.89%
% of All Funds
7.53%
Holding in Top 10
48
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.35%
% of All Funds
1.05%
New
46
Increased
160
Reduced
98
Closed
29
Calls
$1.21M
Puts
$367K
Net Calls
+$838K
Net Calls Change
+$629K
Name Market Value Shares Shares
Change
Shares
Change %
HI
1
Horizon Investments
North Carolina
$285M 7,330,263 -91,004 -1%
VA
2
Valmark Advisers
Ohio
$208M 5,344,690 -132,227 -2%
Bank of America
3
Bank of America
North Carolina
$150M 3,848,873 +61,185 +2%
Ameriprise
4
Ameriprise
Minnesota
$101M 2,601,052 +493,603 +23%
PI
5
PFS Investments
Georgia
$93M 2,390,581 -1,065,639 -31%
UBS Group
6
UBS Group
Switzerland
$80.9M 2,079,224 +303,007 +17%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$80.6M 2,073,613 -10,476,079 -83%
CDIA
8
Capital Directions Investment Advisors
Georgia
$69.5M 1,786,023 -77,346 -4%
NAS
9
Nicolet Advisory Services
Wisconsin
$65.5M 1,685,273 +100,885 +6%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$59.9M 1,540,632 +46,673 +3%
SF
11
Synovus Financial
Georgia
$57.6M 1,480,738 -52,176 -3%
Morgan Stanley
12
Morgan Stanley
New York
$55.9M 1,438,025 +96,833 +7%
LPL Financial
13
LPL Financial
California
$53.4M 1,373,389 +167,607 +14%
AF
14
Allworth Financial
California
$47.7M 1,227,148 +12,516 +1%
TC
15
TownSquare Capital
Utah
$46.2M 1,160,575 +58,685 +5%
BL
16
Balentine LLC
Georgia
$40.8M 1,048,953 -15,057 -1%
AG
17
Advisor Group
Arizona
$40.2M 1,034,458 -3,506,704 -77%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$39.9M 1,027,329 -2,420,868 -70%
PPA
19
Parametric Portfolio Associates
Washington
$39.7M 1,020,888 -42,102 -4%
FWM
20
Focused Wealth Management
New York
$37.5M 963,293 -24,001 -2%
Wells Fargo
21
Wells Fargo
California
$36.6M 941,730 -55,991 -6%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$36.5M 937,603 -5,882 -0.6%
ACM
23
AlphaStar Capital Management
North Carolina
$35.7M 917,257 +91,911 +11%
TAIM
24
TD Ameritrade Investment Management
Nebraska
$29.9M 768,890 +194,312 +34%
NA
25
Nottingham Advisors
New York
$29.2M 727,380 +12,687 +2%