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SPDR Portfolio S&P 500 Growth ETF

1,086 hedge funds and large institutions have $23.1B invested in SPDR Portfolio S&P 500 Growth ETF in 2025 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 447 increasing their positions, 416 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,086
Holders Change
-40
Holders Change %
-3.55%
% of All Funds
14.76%
Holding in Top 10
185
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-11.06%
% of All Funds
2.51%
New
73
Increased
447
Reduced
416
Closed
89
Calls
$53.3M
Puts
$10.3M
Net Calls
+$43M
Net Calls Change
-$55.9M
Name Holding Trade Value Shares
Change
Shares
Change %
SWMG
226
Sanchez Wealth Management Group
Florida
$10.3M +$152K +1,895 +2%
CWA
227
Centennial Wealth Advisory
Michigan
$10.2M -$9.87M -122,855 -49%
PA
228
Probity Advisors
Texas
$10.1M -$135K -1,679 -1%
CAM
229
Cobblestone Asset Management
Virginia
$10.1M +$1.34M +16,636 +15%
CAMV
230
Concord Asset Management (Virginia)
Virginia
$10M +$247K +3,151 +3%
AAS
231
Avantax Advisory Services
Texas
$9.91M +$142K +1,770 +1%
SAM
232
Sequent Asset Management
Texas
$9.9M +$336K +4,182 +4%
TFA
233
Tranquilli Financial Advisor
New Jersey
$9.8M -$470K -5,850 -5%
MSRI
234
Michael S. Ryan Inc
New York
$9.8M +$1.74M +21,709 +22%
AC
235
Avestar Capital
New York
$9.73M -$2.34M -29,155 -19%
MPW
236
Melone Private Wealth
Michigan
$9.68M +$230K +2,861 +2%
QC
237
Quent Capital
New York
$9.63M -$68.9K -857 -0.7%
Rockefeller Capital Management
238
Rockefeller Capital Management
New York
$9.56M +$1.21M +15,106 +15%
NECFA
239
New England Capital Financial Advisors
Connecticut
$9.56M -$947K -11,789 -9%
PWM
240
Power Wealth Management
Georgia
$9.49M +$927K +11,540 +11%
BW
241
BIP Wealth
Georgia
$9.46M +$5.99M +74,533 +173%
IWN
242
Independent Wealth Network
Iowa
$9.45M +$2.33K +29 +0%
1IA
243
1834 Investment Advisors
Wisconsin
$9.35M +$1.93M +24,072 +26%
EF
244
Elite Financial
Idaho
$9.31M -$5.87K -73 -0.1%
TC
245
TAGStone Capital
North Carolina
$9.22M +$163K +2,024 +2%
GG
246
GenWealth Group
New Jersey
$9.21M -$27.9K -347 -0.3%
AA
247
ArborFi Advisors
Michigan
$9.2M -$1.19M -14,789 -11%
PC
248
Promus Capital
Illinois
$9.15M +$57.2K +712 +0.6%
SF
249
Symphony Financial
Texas
$9.1M -$17.2M -216,882 -65%
FIM
250
Freedom Investment Management
Connecticut
$8.88M -$242K -3,006 -3%