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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 %
MPM
276
Meritage Portfolio Management
Kansas
$9.79M -$531K -5,569 -5%
WAP
277
Wealthcare Advisory Partners
Pennsylvania
$9.79M +$228K +2,388 +2%
BCG
278
Breakwater Capital Group
New Jersey
$9.75M -$7.15K -75 -0.1%
FMP
279
Financial Management Professionals
Texas
$9.67M +$191K +2,009 +2%
SIM
280
Synergy Investment Management
Florida
$9.61M +$405K +4,245 +4%
BFG
281
Buttonwood Financial Group
Missouri
$9.57M -$9.67M -101,388 -50%
Baird Financial Group
282
Baird Financial Group
Wisconsin
$9.54M -$89.4K -938 -0.9%
OPPS
283
Obsidian Personal Planning Solutions
Maryland
$9.52M +$241K +2,530 +3%
WFPG
284
Waller Financial Planning Group
Ohio
$9.51M +$1.71M +17,896 +22%
PC
285
Promus Capital
Illinois
$9.5M -$1.36M -14,222 -12%
OPWM
286
Oxinas Partners Wealth Management
Indiana
$9.46M -$23.6K -248 -0.2%
FGA
287
Fortis Group Advisors
New Jersey
$9.46M +$9.08M +92,154 +2,424%
HSBC Holdings
288
HSBC Holdings
United Kingdom
$9.3M +$4.53M +47,504 +95%
NFC
289
Northeast Financial Consultants
Connecticut
$9.28M
AF
290
Apollon Financial
South Carolina
$9.11M -$1.23M -12,890 -12%
LWANC
291
Laurel Wealth Advisors (North Carolina)
North Carolina
$8.98M +$8.89M +847,034 +9,686%
LF
292
LifePlan Financial
Minnesota
$8.93M -$122K -1,281 -1%
USCWA
293
U.S. Capital Wealth Advisors
Texas
$8.87M -$1.43M -14,991 -14%
CWA
294
Crux Wealth Advisors
California
$8.81M +$4.84M +50,745 +122%
IPW
295
Intergy Private Wealth
Colorado
$8.77M -$23.4K -246 -0.3%
1SB
296
1ST Source Bank
Indiana
$8.74M +$91.9K +964 +1%
PTC
297
Private Trust Company
Ohio
$8.61M +$507K +5,319 +6%
PBF
298
Petix & Botte Financial
California
$8.52M +$1.09M +11,389 +15%
RZH
299
Relyea Zuckerberg Hanson
Connecticut
$8.45M -$226K -2,376 -3%
Renaissance Technologies
300
Renaissance Technologies
New York
$8.43M +$8.43M +88,400 New