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SPDR Portfolio S&P 500 Growth ETF

573 hedge funds and large institutions have $8.56B invested in SPDR Portfolio S&P 500 Growth ETF in 2021 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 252 increasing their positions, 172 reducing their positions, and 35 closing their positions.

Holders
573
Holders Change
+27
Holders Change %
+4.95%
% of All Funds
10%
Holding in Top 10
90
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+11.11%
% of All Funds
1.57%
New
66
Increased
252
Reduced
172
Closed
35
Calls
$9.58M
Puts
$1.7M
Net Calls
+$7.88M
Net Calls Change
+$806K
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$842M 13,375,657 +11,021,254 +468%
Financial Engines Advisors
2
Financial Engines Advisors
California
$608M 9,655,755 +1,517,606 +19%
LPL Financial
3
LPL Financial
California
$416M 6,610,401 +605,613 +10%
Osaic Holdings
4
Osaic Holdings
Arizona
$358M 5,680,096 +2,954,076 +108%
Ameriprise
5
Ameriprise
Minnesota
$260M 4,121,110 +223,381 +6%
VA
6
Valmark Advisers
Ohio
$258M 4,093,203 -266,791 -6%
CCMG
7
Clark Capital Management Group
Pennsylvania
$241M 3,833,696 +3,815,879 +21,417%
Morgan Stanley
8
Morgan Stanley
New York
$240M 3,817,798 +562,660 +17%
AF
9
Allworth Financial
California
$195M 3,103,793 +232,458 +8%
Bank of America
10
Bank of America
North Carolina
$168M 2,664,233 -4,329 -0.2%
HI
11
Horizon Investments
North Carolina
$157M 2,499,147 +1,025,923 +70%
EH
12
Equitable Holdings
New York
$153M 2,429,802 +1,719,522 +242%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$147M 2,328,002 -131,615 -5%
HB
14
Homrich & Berg
Georgia
$145M 2,305,140 +204,523 +10%
BCM
15
Brookstone Capital Management
Illinois
$140M 2,155,437 +2,155,437 New
UBS Group
16
UBS Group
Switzerland
$135M 2,145,147 +257,327 +14%
NAS
17
Nicolet Advisory Services
Wisconsin
$125M 1,991,852 +65,401 +3%
AA
18
Advisory Alpha
Michigan
$107M 1,700,169 +153,262 +10%
OPS
19
Orion Portfolio Solutions
Nebraska
$88.3M 1,402,220 +1,391,883 +13,465%
FWM
20
Focused Wealth Management
New York
$81.9M 1,301,154 +67,910 +6%
CDIA
21
Capital Directions Investment Advisors
Georgia
$81.1M 1,287,300 +1,287,300 New
NP
22
NorthRock Partners
Minnesota
$81.1M 1,287,116 +65,490 +5%
Wells Fargo
23
Wells Fargo
California
$78.4M 1,245,560 -6,245 -0.5%
SCM
24
SCS Capital Management
Massachusetts
$78.4M 1,245,428 +26,053 +2%
TC
25
TownSquare Capital
Utah
$74.7M 1,160,264 +45,055 +4%