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SPDR Portfolio S&P 500 Growth ETF

753 hedge funds and large institutions have $12.9B invested in SPDR Portfolio S&P 500 Growth ETF in 2022 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 332 increasing their positions, 202 reducing their positions, and 40 closing their positions.

Holders
753
Holders Change
+81
Holders Change %
+12.05%
% of All Funds
12.15%
Holding in Top 10
130
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+10.17%
% of All Funds
2.1%
New
138
Increased
332
Reduced
202
Closed
40
Calls
$11.5M
Puts
$3.48M
Net Calls
+$8.06M
Net Calls Change
+$4.98M
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
1
Arete Wealth Advisors
Illinois
$3.17B -$134M -2,636 -4%
Financial Engines Advisors
2
Financial Engines Advisors
California
$992M +$209M +4,122,307 +27%
LPL Financial
3
LPL Financial
California
$943M +$136M +2,677,178 +17%
FCAS
4
First Command Advisory Services
Texas
$550M +$550M +10,842,337 New
Morgan Stanley
5
Morgan Stanley
New York
$245M +$8.74M +172,506 +4%
EH
6
Equitable Holdings
New York
$236M +$9.06M +178,720 +4%
Bank of America
7
Bank of America
North Carolina
$226M +$18.7M +369,379 +9%
VA
8
Valmark Advisers
Ohio
$224M -$12.8M -252,352 -5%
AF
9
Allworth Financial
California
$217M +$9.88M +195,016 +5%
Ameriprise
10
Ameriprise
Minnesota
$212M -$37.6M -742,192 -15%
UBS Group
11
UBS Group
Switzerland
$174M +$29.4M +579,375 +20%
HWM
12
HB Wealth Management
Georgia
$161M +$3.04M +61,813 +2%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$152M +$50M +987,448 +49%
Osaic Holdings
14
Osaic Holdings
Arizona
$137M -$19.4M -382,607 -12%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$131M -$14.5M -285,690 -10%
RA
16
RFG Advisory
Alabama
$128M +$40.7M +747,734 +46%
AA
17
Advisory Alpha
Michigan
$125M -$6.66M -131,486 -5%
HI
18
Horizon Investments
North Carolina
$118M +$31.2M +614,918 +36%
WJA
19
Willis Johnson & Associates
Texas
$99.9M +$4.54M +89,697 +5%
OWM
20
Orgel Wealth Management
Wisconsin
$99.6M +$60.9M +1,201,623 +157%
NAS
21
Nicolet Advisory Services
Wisconsin
$99.5M +$1.4M +27,122 +1%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$84.2M +$7.38M +145,658 +10%
AWM
23
AE Wealth Management
Kansas
$83.1M -$1.03M -20,349 -1%
Wells Fargo
24
Wells Fargo
California
$82.1M -$3.1M -61,162 -4%
TC
25
TownSquare Capital
Utah
$82M -$1.46M -28,777 -2%