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SPDR Portfolio S&P 500 Growth ETF

710 hedge funds and large institutions have $9.52B invested in SPDR Portfolio S&P 500 Growth ETF in 2022 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 300 increasing their positions, 236 reducing their positions, and 82 closing their positions.

Holders
710
Holders Change
-9
Holders Change %
-1.25%
% of All Funds
11.24%
Holding in Top 10
116
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-7.94%
% of All Funds
1.84%
New
85
Increased
300
Reduced
236
Closed
82
Calls
$22M
Puts
$19.9M
Net Calls
+$2.05M
Net Calls Change
+$16.8M
Name Market Value Shares Shares
Change
Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$853M 12,889,180 +1,194,992 +10%
LPL Financial
2
LPL Financial
California
$679M 10,261,112 +931,566 +10%
Ameriprise
3
Ameriprise
Minnesota
$365M 5,509,821 +626,146 +13%
VA
4
Valmark Advisers
Ohio
$278M 4,205,488 +131,096 +3%
Morgan Stanley
5
Morgan Stanley
New York
$273M 4,117,648 +330,024 +9%
AF
6
Allworth Financial
California
$245M 3,706,916 +377,710 +11%
Osaic Holdings
7
Osaic Holdings
Arizona
$205M 3,359,111 -5,972,631 -64%
HWM
8
HB Wealth Management
Georgia
$200M 3,014,584 +316,023 +12%
Bank of America
9
Bank of America
North Carolina
$186M 2,802,460 +156,529 +6%
EH
10
Equitable Holdings
New York
$178M 2,684,744 +174,899 +7%
UBS Group
11
UBS Group
Switzerland
$165M 2,491,950 +265,711 +12%
AA
12
Advisory Alpha
Michigan
$165M 2,488,954 +65,084 +3%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$162M 2,451,280 +155,808 +7%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$155M 2,341,422 -11,441,002 -83%
HI
15
Horizon Investments
North Carolina
$150M 2,261,169 -36,799 -2%
NAS
16
Nicolet Advisory Services
Wisconsin
$132M 2,041,255 +87,343 +4%
RA
17
RFG Advisory
Alabama
$121M 1,825,725 +191,052 +12%
AWM
18
AE Wealth Management
Kansas
$110M 1,664,606 +110,712 +7%
WJA
19
Willis Johnson & Associates
Texas
$107M 1,615,519 +42,713 +3%
Wells Fargo
20
Wells Fargo
California
$94.5M 1,427,110 +53,788 +4%
ACM
21
AlphaStar Capital Management
North Carolina
$89.2M 1,347,671 +527,748 +64%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$87.6M 1,323,156 -57,189 -4%
TC
23
TownSquare Capital
Utah
$86M 1,298,955 -55,088 -4%
CDIA
24
Capital Directions Investment Advisors
Georgia
$83M 1,254,199 -9,679 -0.8%
FWM
25
Focused Wealth Management
New York
$82.5M 1,246,180 +26,029 +2%