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State Street SPDR Portfolio S&P 500 Growth ETF

1,341 hedge funds and large institutions have $35.2B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2025 Q4 according to their latest regulatory filings, with 209 funds opening new positions, 493 increasing their positions, 469 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

232% more first-time investments, than exits

New positions opened: 209 | Existing positions closed: 63

148% more call options, than puts

Call options by funds: $30.4M | Put options by funds: $12.3M

10% more funds holding

Funds holding: 1,2171,341 (+124)

8% more funds holding in top 10

Funds holding in top 10: 199215 (+16)

7% more capital invested

Capital invested by funds: $32.8B → $35.2B (+$2.37B)

5% more repeat investments, than reductions

Existing positions increased: 493 | Existing positions reduced: 469

0.13% more ownership

Funds ownership: 77.57%77.7% (+0.13%)

Holders
1,341
Holders Change
+124
Holders Change %
+10.19%
% of All Funds
16.31%
Holding in Top 10
215
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+8.04%
% of All Funds
2.62%
New
209
Increased
493
Reduced
469
Closed
63
Calls
$30.4M
Puts
$12.3M
Net Calls
+$18.1M
Net Calls Change
-$13M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
251
EverSource Wealth Advisors
Alabama
$13.6M +$1.29M +12,207 +11%
PAS
252
Park Avenue Securities
New York
$13.6M +$1.23M +11,585 +10%
SWP
253
Stone Wealth Partners
Louisiana
$13.5M +$13.5M +126,943 New
PWM
254
Power Wealth Management
Georgia
$13.4M +$164K +1,549 +1%
IWN
255
Independent Wealth Network
Iowa
$13.3M +$299K +2,820 +2%
SAM
256
Sequent Asset Management
Texas
$13.3M +$468K +4,418 +4%
TC
257
TAGStone Capital
North Carolina
$13.2M +$875K +8,255 +7%
1IA
258
1834 Investment Advisors
Wisconsin
$13.2M -$14.7K -139 -0.1%
AAS
259
Asset Allocation Strategies
Michigan
$13.1M +$472K +4,452 +4%
SFMG
260
Sage Financial Management Group
Virginia
$13M -$57.7K -544 -0.4%
WAP
261
Wealthcare Advisory Partners
Pennsylvania
$12.9M +$441K +4,163 +4%
CIC
262
Carnegie Investment Counsel
Ohio
$12.9M +$158K +1,490 +1%
CW
263
CreativeOne Wealth
Kansas
$12.8M -$582K -5,493 -4%
SWM
264
SigFig Wealth Management
California
$12.7M +$538K +5,078 +4%
BAG
265
Bridgewealth Advisory Group
California
$12.5M -$145K -1,365 -1%
SIM
266
Synergy Investment Management
Florida
$12.4M +$1.13M +10,675 +10%
PBF
267
Petix & Botte Financial
California
$12.3M +$1.6M +15,101 +15%
GG
268
GenWealth Group
New Jersey
$12.2M +$134K +1,261 +1%
NECFA
269
New England Capital Financial Advisors
Connecticut
$12.1M -$135K -1,269 -1%
UF
270
Univest Financial
Pennsylvania
$12.1M +$2.94M +27,777 +32%
Baird Financial Group
271
Baird Financial Group
Wisconsin
$12.1M +$663K +6,255 +6%
BlackRock
272
BlackRock
New York
$12M +$11.6M +109,422 +3,563%
TFA
273
Tranquilli Financial Advisor
New Jersey
$11.9M -$71.4K -674 -0.6%
CWM
274
Collaborative Wealth Management
Florida
$11.9M -$195K -1,844 -2%
FGA
275
Fortis Group Advisors
New Jersey
$11.8M +$261K +2,458 +2%