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SPDR Portfolio S&P 500 Growth ETF

1,143 hedge funds and large institutions have $28.8B invested in SPDR Portfolio S&P 500 Growth ETF in 2025 Q2 according to their latest regulatory filings, with 126 funds opening new positions, 487 increasing their positions, 390 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,143
Holders Change
+57
Holders Change %
+5.25%
% of All Funds
15.33%
Holding in Top 10
200
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+8.11%
% of All Funds
2.68%
New
126
Increased
487
Reduced
390
Closed
36
Calls
$32.4M
Puts
$14M
Net Calls
+$18.5M
Net Calls Change
-$24.6M
Name Holding Trade Value Shares
Change
Shares
Change %
Thrivent Financial for Lutherans
251
Thrivent Financial for Lutherans
Minnesota
$11.2M -$39.4M -412,935 -78%
NECFA
252
New England Capital Financial Advisors
Connecticut
$11.2M -$153K -1,604 -1%
GG
253
GenWealth Group
New Jersey
$11.2M +$246K +2,581 +2%
GRP
254
Global Retirement Partners
California
$11.1M +$11.1M +116,693 New
FTS
255
Fifth Third Securities
Ohio
$11.1M +$4.08M +42,753 +58%
EF
256
Elite Financial
Idaho
$11.1M -$308K -3,120 -3%
IWP
257
IAG Wealth Partners
Wisconsin
$11.1M +$3.89M +40,779 +54%
SOS
258
Silver Oak Securities
Tennessee
$11.1M -$2.07M -21,668 -16%
HI
259
Harbour Investments
Wisconsin
$11M +$2.74M +28,755 +33%
TFA
260
Tranquilli Financial Advisor
New Jersey
$11M -$593K -6,222 -5%
EWA
261
EverSource Wealth Advisors
Alabama
$10.7M +$909K +9,536 +9%
CWM
262
Collaborative Wealth Management
Florida
$10.7M +$1.04M +10,888 +11%
BAG
263
Bridgewealth Advisory Group
California
$10.7M +$8.86M +92,949 +494%
Rockefeller Capital Management
264
Rockefeller Capital Management
New York
$10.6M -$776K -8,138 -7%
SA
265
Shilanski & Associates
Alaska
$10.5M +$213K +2,238 +2%
ACA
266
Affinity Capital Advisors
California
$10.4M +$1.09M +11,429 +12%
QC
267
Quent Capital
New York
$10.3M -$1.13M -11,901 -10%
SWM
268
SigFig Wealth Management
California
$10.3M +$5.4M +56,985 +111%
AI
269
Atria Investments
North Carolina
$10.2M -$4.53M -47,530 -31%
BWM
270
BCS Wealth Management
Tennessee
$10.2M +$113K +1,181 +1%
FWM
271
Foguth Wealth Management
Michigan
$10.1M +$3.81M +39,999 +60%
SFG
272
Stonebridge Financial Group
Pennsylvania
$10.1M +$643K +6,746 +7%
GWAM
273
Guardian Wealth Advisors (Minnesota)
Minnesota
$9.98M +$1.55M +16,241 +18%
FAIM
274
Financial Advocates Investment Management
Washington
$9.97M -$24.3M -255,136 -71%
CAM
275
Cobblestone Asset Management
Virginia
$9.84M -$2.17M -22,776 -18%