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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 %
CIC
251
Carnegie Investment Counsel
Ohio
$8.87M -$5.29M -72,652 -37%
AssetMark Inc
252
AssetMark Inc
California
$8.85M -$5.23M -65,099 -37%
AF
253
Apollon Financial
South Carolina
$8.72M +$234K +2,912 +3%
SA
254
Shilanski & Associates
Alaska
$8.71M +$217K +2,701 +3%
MPM
255
Meritage Portfolio Management
Kansas
$8.7M -$732K -9,107 -8%
USCWA
256
U.S. Capital Wealth Advisors
Texas
$8.68M +$2.34M +29,131 +37%
BWM
257
BCS Wealth Management
Tennessee
$8.53M -$110K -1,370 -1%
SFA
258
Sequoia Financial Advisors
Ohio
$8.42M +$379K +4,713 +5%
EWA
259
EverSource Wealth Advisors
Alabama
$8.25M -$1.01M -12,529 -11%
BCG
260
Breakwater Capital Group
New Jersey
$8.23M +$1.14M +14,140 +16%
CWM
261
Collaborative Wealth Management
Florida
$8.13M -$59.7K -743 -0.7%
Baird Financial Group
262
Baird Financial Group
Wisconsin
$8.12M -$125K -1,551 -2%
WAP
263
Wealthcare Advisory Partners
Pennsylvania
$8.06M -$51.8K -644 -0.6%
SFG
264
Stonebridge Financial Group
Pennsylvania
$8.01M +$296K +3,677 +4%
OPWM
265
Oxinas Partners Wealth Management
Indiana
$8M -$59.9K -745 -0.7%
FMP
266
Financial Management Professionals
Texas
$7.99M +$391K +4,866 +5%
OPPS
267
Obsidian Personal Planning Solutions
Maryland
$7.98M +$151K +1,839 +2%
NFC
268
Northeast Financial Consultants
Connecticut
$7.83M -$440K -5,479 -5%
AAS
269
Asset Allocation Strategies
Michigan
$7.81M -$1.3M -16,222 -14%
SIM
270
Synergy Investment Management
Florida
$7.76M +$1.53M +19,069 +25%
ACA
271
Affinity Capital Advisors
California
$7.68M +$1.53M +19,559 +25%
LF
272
LifePlan Financial
Minnesota
$7.64M -$83.4K -1,038 -1%
IA
273
IFG Advisory
Georgia
$7.51M -$1.32M -16,447 -15%
BPA
274
Beacon Pointe Advisors
California
$7.48M +$2.86M +35,547 +62%
AFTS
275
American Financial & Tax Strategies
New York
$7.46M -$875K -10,887 -10%