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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
BCG
326
Breakwater Capital Group
New Jersey
$9.01M -$1.59M -14,986 -15%
AWA
327
Arete Wealth Advisors
Illinois
$8.87M -$6.76M -63,753 -43%
FC
328
Financial Council
Maryland
$8.76M -$37.1K -350 -0.4%
MWM
329
Marion Wealth Management
Pennsylvania
$8.65M +$46.6K +440 +0.5%
VVP
330
Venture Visionary Partners
Ohio
$8.6M +$393K +3,705 +5%
TFA
331
Tobias Financial Advisors
Florida
$8.58M -$419K -3,955 -5%
PTC
332
Private Trust Company
Ohio
$8.57M -$608K -5,734 -7%
WFA
333
Wellspring Financial Advisors
Ohio
$8.33M -$210K -1,978 -2%
MFG
334
Macco Financial Group
Wisconsin
$8.31M +$8.26M +77,894 New
WIM
335
WealthPlan Investment Management
Nebraska
$8.28M -$177K -1,670 -2%
KFI
336
Key Financial Inc
Pennsylvania
$8.26M -$606K -5,716 -7%
MOS
337
MGO One Seven
Ohio
$8.18M +$3.4M +32,031 +72%
Mercer Global Advisors
338
Mercer Global Advisors
Colorado
$8.13M +$342K +3,230 +4%
OAM
339
Occidental Asset Management
California
$8.12M -$412K -3,887 -5%
TP
340
TritonPoint Partners
Maryland
$8M +$7.95M +74,949 New
GSWM
341
Golden State Wealth Management
California
$7.91M +$276K +2,605 +4%
MWA
342
Motive Wealth Advisors
Michigan
$7.9M -$603K -5,691 -7%
CCAL
343
City Center Advisors LLC
Michigan
$7.88M +$341K +3,218 +5%
CAPTRUST Financial Advisors
344
CAPTRUST Financial Advisors
North Carolina
$7.67M +$345K +3,252 +5%
TFGT
345
TS Financial Group (TSFG)
Illinois
$7.6M +$252K +2,380 +3%
MA
346
Mutual Advisors
Nebraska
$7.6M -$118K -1,112 -2%
JWM
347
Jackson Wealth Management
Florida
$7.59M +$7.54M +71,119 New
WWA
348
WCG Wealth Advisors
Nevada
$7.58M +$1.21M +11,448 +19%
CAGAS
349
Capital Advisory Group Advisory Services
Minnesota
$7.56M +$116K +1,090 +2%
HW
350
Hancock Whitney
Mississippi
$7.51M +$15.4K +145 +0.2%