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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 %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$179M -$45.4M -564,270 -20%
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$178M -$18.9M -234,605 -10%
HighTower Advisors
28
HighTower Advisors
Illinois
$177M +$44.5M +553,803 +33%
KIM
29
Kestra Investment Management
Texas
$175M -$16.6M -206,708 -9%
Osaic Holdings
30
Osaic Holdings
Arizona
$172M -$34.1M -424,564 -17%
Wells Fargo
31
Wells Fargo
California
$171M +$2.55M +31,718 +2%
Fidelity Investments
32
Fidelity Investments
Massachusetts
$165M +$7.28M +90,612 +5%
NP
33
NorthRock Partners
Minnesota
$163M +$3.07M +38,198 +2%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$154M +$4.37M +54,428 +3%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$152M +$14.1M +175,678 +10%
SCM
36
SCS Capital Management
Massachusetts
$144M +$69.9M +869,311 +94%
SC
37
Savant Capital
Illinois
$144M -$20.2M -251,734 -12%
CWM
38
Connecticut Wealth Management
Connecticut
$126M -$212M -2,638,557 -63%
FWM
39
Focused Wealth Management
New York
$118M +$2.67M +33,171 +2%
CA
40
CoreCap Advisors
Michigan
$115M +$6.12M +76,114 +6%
GKWIM
41
Gerber Kawasaki Wealth & Investment Management
California
$115M +$3.31M +41,204 +3%
NAS
42
Nicolet Advisory Services
Wisconsin
$114M -$1.29M -16,832 -1%
TIAA Trust, National Association
43
TIAA Trust, National Association
North Carolina
$107M +$9.92M +123,420 +10%
KWM
44
Kingsview Wealth Management
Oregon
$103M -$278K -3,464 -0.3%
Mariner
45
Mariner
Kansas
$102M +$15.7M +195,332 +18%
SPWG
46
Syntegra Private Wealth Group
Missouri
$102M -$2.21M -27,542 -2%
KW
47
KWB Wealth
California
$101M -$5.93M -67,461 -6%
Prudential Financial
48
Prudential Financial
New Jersey
$96.6M -$10.8M -134,686 -10%
ACM
49
AlphaStar Capital Management
North Carolina
$93.8M -$1.47M -18,338 -2%
ONB
50
Old National Bancorp
Indiana
$89.9M +$6.06M +75,460 +7%