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SPDR Portfolio S&P 500 Growth ETF

546 hedge funds and large institutions have $6.37B invested in SPDR Portfolio S&P 500 Growth ETF in 2021 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 211 increasing their positions, 205 reducing their positions, and 44 closing their positions.

Holders
546
Holders Change
+3
Holders Change %
+0.55%
% of All Funds
9.61%
Holding in Top 10
81
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.71%
% of All Funds
1.43%
New
53
Increased
211
Reduced
205
Closed
44
Calls
$10.4M
Puts
$3.37M
Net Calls
+$7.08M
Net Calls Change
-$2.33M
Name Market Value Shares Shares
Change
Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$459M 8,138,149 +1,801,618 +28%
LPL Financial
2
LPL Financial
California
$339M 6,004,788 +52,637 +0.9%
PPFA
3
Provida Pension Fund Administrator
Chile
$317M 5,694,020 +5,196,055 +1,043%
VA
4
Valmark Advisers
Ohio
$246M 4,359,994 +80,555 +2%
Ameriprise
5
Ameriprise
Minnesota
$220M 3,897,729 +20,053 +0.5%
Morgan Stanley
6
Morgan Stanley
New York
$184M 3,255,138 +205,904 +7%
AF
7
Allworth Financial
California
$162M 2,871,335 +227,074 +9%
Osaic Holdings
8
Osaic Holdings
Arizona
$154M 2,726,020 -212,417 -7%
Bank of America
9
Bank of America
North Carolina
$151M 2,668,562 -726,580 -21%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$139M 2,459,617 -4,787 -0.2%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$133M 2,354,403 -112,151 -5%
BL
12
Balentine LLC
Georgia
$119M 2,104,463 -118,733 -5%
HB
13
Homrich & Berg
Georgia
$118M 2,100,617 +350,430 +20%
PPA
14
Parametric Portfolio Associates
Washington
$112M 1,984,535 -196,847 -9%
NAS
15
Nicolet Advisory Services
Wisconsin
$109M 1,926,451 -40,894 -2%
UBS Group
16
UBS Group
Switzerland
$106M 1,887,820 -128,104 -6%
AA
17
Advisory Alpha
Michigan
$87.2M 1,546,907 +345,541 +29%
HI
18
Horizon Investments
North Carolina
$83.1M 1,473,224 +1,473,224 New
Wells Fargo
19
Wells Fargo
California
$70.6M 1,251,805 +15,976 +1%
FWM
20
Focused Wealth Management
New York
$69.6M 1,233,244 -15,284 -1%
NP
21
NorthRock Partners
Minnesota
$68.9M 1,221,626 +160,218 +15%
SCM
22
SCS Capital Management
Massachusetts
$68.8M 1,219,375 -36,406 -3%
Stifel Financial
23
Stifel Financial
Missouri
$66.8M 1,184,192 -858,102 -42%
TC
24
TownSquare Capital
Utah
$62.9M 1,115,209 -32,682 -3%
PI
25
PFS Investments
Georgia
$61.1M 1,083,558 -549,863 -34%