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SPDR Portfolio S&P 500 Growth ETF

1,144 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 127 funds opening new positions, 487 increasing their positions, 390 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,144
Holders Change
+58
Holders Change %
+5.34%
% of All Funds
15.34%
Holding in Top 10
200
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+8.11%
% of All Funds
2.68%
New
127
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 %
RIS
451
Retirement Income Solutions
Michigan
$3.51M -$131K -1,371 -4%
SHJ
452
Sharkey, Howes & Javer
Colorado
$3.47M -$2.05M -21,522 -37%
RWM
453
RKL Wealth Management
Pennsylvania
$3.46M +$30K +315 +0.9%
ISFAN
454
Investor's Fiduciary Advisor Network
Washington
$3.45M +$48.8K +512 +1%
LFG
455
Larson Financial Group
Missouri
$3.4M -$121K -1,268 -3%
D.E. Shaw & Co
456
D.E. Shaw & Co
New York
$3.39M +$1.16M +12,147 +52%
AT
457
Arlington Trust
Alabama
$3.38M -$191K -2,000 -5%
SW
458
Simplicity Wealth
New Jersey
$3.38M +$1.58M +16,609 +88%
FMTCOCP
459
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3.36M +$2.02M +21,142 +150%
WAG
460
Winthrop Advisory Group
Massachusetts
$3.34M +$163K +1,711 +5%
MAMG
461
Milestone Asset Management Group
Connecticut
$3.23M +$495K +5,194 +18%
CFS
462
Compass Financial Services
Iowa
$3.23M +$318K +3,336 +11%
EWA
463
EP Wealth Advisors
California
$3.23M +$611K +6,410 +23%
HAM
464
Hickory Asset Management
Ohio
$3.18M -$45.7K -479 -1%
LIA
465
LBMC Investment Advisors
Tennessee
$3.17M +$2.19K +23 +0.1%
WP
466
WealthShield Partners
North Carolina
$3.15M -$157K -1,650 -5%
AFM
467
Aspetuck Financial Management
Connecticut
$3.13M -$14.9K -156 -0.5%
MCC
468
Money Concepts Capital
Florida
$3.13M -$795K -8,341 -20%
Simplex Trading
469
Simplex Trading
Illinois
$3.12M +$3.12M +32,778 New
SW
470
SkyOak Wealth
Michigan
$3.11M +$186K +1,950 +6%
MWM
471
Marietta Wealth Management
Georgia
$3.08M
SCM
472
Saxony Capital Management
Missouri
$3.03M +$1.55M +16,253 +104%
CCC
473
Compass Capital Corp
Massachusetts
$3.03M -$101K -1,017 -3%
VFA
474
Valeo Financial Advisors
Indiana
$3.03M +$9.34K +98 +0.3%
WFA
475
Wells Financial Advisors
Massachusetts
$3.02M -$104K -1,095 -3%