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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 %
PWM
476
Pinnacle Wealth Management
California
$3.02M +$3.02M +31,686 New
FA
477
Fountainhead AM
New Jersey
$2.99M +$2.99M +31,320 New
Franklin Resources
478
Franklin Resources
California
$2.98M +$1.7M +17,828 +132%
WMWM
479
Wilkins Miller Wealth Management
Alabama
$2.93M +$559K +5,866 +24%
SP
480
Stonebrook Private
Michigan
$2.84M -$5.3M -55,571 -65%
LTL
481
Lowery Thomas LLC
California
$2.83M -$24.2K -254 -0.8%
PFA
482
Pinnacle Family Advisors
Missouri
$2.8M +$665K +6,978 +31%
WFP
483
Wrenne Financial Planning
Kentucky
$2.79M +$201K +2,112 +8%
DWS
484
Dynamic Wealth Strategies
California
$2.78M -$2.39M -25,022 -46%
CPIG
485
Chicago Partners Investment Group
Illinois
$2.77M +$321K +3,283 +13%
YWM
486
Yukon Wealth Management
Kansas
$2.77M -$698K -7,318 -20%
OSAM
487
O'Shaughnessy Asset Management
Connecticut
$2.77M -$328K -3,440 -11%
CAMG
488
CWA Asset Management Group
Florida
$2.76M -$15.4K -162 -0.6%
BFF
489
Byrne Financial Freedom
Massachusetts
$2.76M +$30.8K +323 +1%
GSIS
490
Global Strategic Investment Solutions
Arizona
$2.71M -$19.9K -209 -0.7%
KMWM
491
Keudell/Morrison Wealth Management
Oregon
$2.69M +$381 +4 +0%
HF
492
HRT Financial
New York
$2.68M +$2.68M +28,161 New
FNWA
493
Financial Network Wealth Advisors
Utah
$2.66M -$24.1K -253 -0.9%
IWS
494
Integrity Wealth Solutions
Colorado
$2.61M -$14.4K -151 -0.5%
AFP
495
Ausdal Financial Partners
Iowa
$2.6M -$641K -6,723 -20%
DT
496
Diversified Trust
Tennessee
$2.59M +$2.59M +27,164 New
TWM
497
Triton Wealth Management
Arizona
$2.57M +$2.57M +26,159 New
VW
498
Vance Wealth
California
$2.54M -$226K -2,375 -8%
NEWAS
499
N.E.W. Advisory Services
Wisconsin
$2.51M -$1.9M -19,924 -43%
BIG
500
Brookwood Investment Group
Arizona
$2.51M +$232K +2,430 +10%