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SPDR Portfolio S&P 500 Growth ETF

416 hedge funds and large institutions have $3.14B invested in SPDR Portfolio S&P 500 Growth ETF in 2019 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 172 increasing their positions, 102 reducing their positions, and 23 closing their positions.

Holders
416
Holders Change
+73
Holders Change %
+21.28%
% of All Funds
8.21%
Holding in Top 10
59
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+22.92%
% of All Funds
1.17%
New
100
Increased
172
Reduced
102
Closed
23
Calls
$609K
Puts
$4K
Net Calls
+$605K
Net Calls Change
-$233K
Name Market Value Shares Shares
Change
Shares
Change %
VA
1
Valmark Advisers
Ohio
$213M 5,074,196 -270,494 -5%
Bank of America
2
Bank of America
North Carolina
$185M 4,418,696 +569,823 +15%
Ameriprise
3
Ameriprise
Minnesota
$122M 2,901,297 +300,245 +12%
UBS Group
4
UBS Group
Switzerland
$95.3M 2,273,251 +194,027 +9%
LPL Financial
5
LPL Financial
California
$77.3M 1,845,048 +471,659 +34%
HI
6
Horizon Investments
North Carolina
$76.4M 1,821,779 -5,508,484 -75%
NAS
7
Nicolet Advisory Services
Wisconsin
$74.9M 1,787,280 +102,007 +6%
CDIA
8
Capital Directions Investment Advisors
Georgia
$70.2M 1,674,042 -111,981 -6%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$67.6M 1,612,762 +72,130 +5%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$65.7M 1,568,142 -505,471 -24%
Morgan Stanley
11
Morgan Stanley
New York
$63.5M 1,514,579 +76,554 +5%
SF
12
Synovus Financial
Georgia
$58.8M 1,402,598 -78,140 -5%
AF
13
Allworth Financial
California
$51.6M 1,231,229 +4,081 +0.3%
TC
14
TownSquare Capital
Utah
$49.5M 1,182,229 +21,654 +2%
PI
15
PFS Investments
Georgia
$47.1M 1,124,457 -1,266,124 -53%
FWM
16
Focused Wealth Management
New York
$44.5M 1,060,935 +97,642 +10%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$43.5M 1,043,398 +16,069 +2%
AG
18
Advisor Group
Arizona
$41.9M 1,000,360 -34,098 -3%
Wells Fargo
19
Wells Fargo
California
$41.4M 988,123 +46,393 +5%
ACM
20
AlphaStar Capital Management
North Carolina
$41.2M 982,194 +64,937 +7%
BL
21
Balentine LLC
Georgia
$40M 954,585 -94,368 -9%
PPA
22
Parametric Portfolio Associates
Washington
$40M 953,819 -67,069 -7%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$39.9M 951,908 +14,305 +2%
TAIM
24
TD Ameritrade Investment Management
Nebraska
$36.2M 864,877 +95,987 +12%
FI
25
FormulaFolio Investments
Michigan
$33.9M 809,213 +608,848 +304%