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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 %
IF
501
Intrua Financial
Texas
$2.49M -$958K -10,054 -28%
MGIA
502
Moneta Group Investment Advisors
Missouri
$2.48M +$347K +3,642 +16%
P
503
&Partners
Tennessee
$2.48M +$688K +7,215 +38%
ISB
504
Iowa State Bank
Iowa
$2.47M -$219K -2,295 -8%
BRWA
505
B. Riley Wealth Advisors
Florida
$2.44M +$2.44M +25,580 New
RW
506
Rede Wealth
Virginia
$2.41M +$102K +1,072 +4%
SCP
507
Stevens Capital Partners
Nebraska
$2.39M +$341K +3,443 +17%
FF
508
Financial Futures
New Jersey
$2.37M -$275K -2,880 -10%
WAN
509
Wealth Advisors Northwest
Oregon
$2.33M -$80.2K -841 -3%
Citigroup
510
Citigroup
New York
$2.33M -$498K -5,228 -18%
SEA
511
Stegent Equity Advisors
Texas
$2.32M -$571K -5,992 -20%
IAA
512
Independent Advisor Alliance
North Carolina
$2.32M +$528K +5,537 +29%
KCIC
513
Kuhn & Co Investment Counsel
Illinois
$2.29M +$319K +3,351 +16%
BTWM
514
Baker Tilly Wealth Management
Wisconsin
$2.27M -$649K -6,810 -22%
TI
515
Tidal Investments
Wisconsin
$2.27M -$798K -8,376 -26%
ACM
516
Advance Capital Management
Michigan
$2.26M -$48.8K -512 -2%
BWS
517
Buck Wealth Strategies
Colorado
$2.25M -$20.3K -213 -0.9%
SF
518
Synovus Financial
Georgia
$2.23M +$67.6K +709 +3%
CFP
519
Curran Financial Partners
South Carolina
$2.21M +$64.7K +679 +3%
Bank of Montreal
520
Bank of Montreal
Ontario, Canada
$2.21M +$144K +1,508 +7%
AWM
521
Axxcess Wealth Management
California
$2.19M +$883K +9,266 +68%
RCAG
522
Rehmann Capital Advisory Group
Michigan
$2.19M +$36K +378 +2%
LJAC
523
L.J. Altfest & Co
New York
$2.18M +$815K +8,551 +60%
Pathstone Holdings
524
Pathstone Holdings
New Jersey
$2.18M +$83.7K +878 +4%
MSS
525
Mitchell Sinkler & Starr
Pennsylvania
$2.15M +$124K +1,300 +6%