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SPDR Portfolio S&P 500 Growth ETF

600 hedge funds and large institutions have $9.38B invested in SPDR Portfolio S&P 500 Growth ETF in 2021 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 283 increasing their positions, 178 reducing their positions, and 21 closing their positions.

Holders
600
Holders Change
+27
Holders Change %
+4.71%
% of All Funds
10.54%
Holding in Top 10
93
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.33%
% of All Funds
1.63%
New
58
Increased
283
Reduced
178
Closed
21
Calls
$8.99M
Puts
$5.21M
Net Calls
+$3.78M
Net Calls Change
-$4.1M
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$797M 12,447,014 -928,643 -7%
Financial Engines Advisors
2
Financial Engines Advisors
California
$680M 10,628,217 +972,462 +10%
Osaic Holdings
3
Osaic Holdings
Arizona
$524M 8,183,267 +2,503,171 +44%
LPL Financial
4
LPL Financial
California
$517M 8,068,882 +1,458,481 +22%
Ameriprise
5
Ameriprise
Minnesota
$306M 4,781,975 +660,865 +16%
VA
6
Valmark Advisers
Ohio
$262M 4,089,034 -4,169 -0.1%
Morgan Stanley
7
Morgan Stanley
New York
$233M 3,636,911 -180,887 -5%
CCMG
8
Clark Capital Management Group
Pennsylvania
$218M 3,398,044 -435,652 -11%
AF
9
Allworth Financial
California
$211M 3,292,758 +188,965 +6%
Bank of America
10
Bank of America
North Carolina
$176M 2,752,209 +87,976 +3%
HB
11
Homrich & Berg
Georgia
$163M 2,546,899 +241,759 +10%
EH
12
Equitable Holdings
New York
$155M 2,421,716 -8,086 -0.3%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$147M 2,299,202 -28,800 -1%
HI
14
Horizon Investments
North Carolina
$143M 2,236,869 -262,278 -10%
UBS Group
15
UBS Group
Switzerland
$140M 2,191,417 +46,270 +2%
AA
16
Advisory Alpha
Michigan
$131M 2,049,439 +349,270 +21%
Wells Fargo
17
Wells Fargo
California
$131M 2,043,990 +798,430 +64%
NAS
18
Nicolet Advisory Services
Wisconsin
$129M 2,018,615 +26,763 +1%
AWM
19
AE Wealth Management
Kansas
$102M 1,600,616 +437,334 +38%
PI
20
PFS Investments
Georgia
$95M 1,328,955 +234,697 +21%
WJA
21
Willis Johnson & Associates
Texas
$94.9M 1,482,687 +1,482,687 New
Goldman Sachs
22
Goldman Sachs
New York
$85.3M 1,332,392 +525,248 +65%
NP
23
NorthRock Partners
Minnesota
$83.7M 1,281,810 -5,306 -0.4%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$83.4M 1,302,456 +168,059 +15%
RA
25
RFG Advisory
Alabama
$82.8M 1,293,854 +108,456 +9%