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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
FNWA
501
Financial Network Wealth Advisors
Utah
$3.19M +$118K +1,115 +4%
AWAU
502
Alliance Wealth Advisors (Utah)
Utah
$3.19M -$792K -7,471 -20%
TCWA
503
Turtle Creek Wealth Advisors
Texas
$3.19M
CG
504
Caprock Group
Idaho
$3.18M -$48.7K -459 -2%
KMWM
505
Keudell/Morrison Wealth Management
Oregon
$3.17M +$3.15M +29,726 New
ETS
506
ESL Trust Services
New York
$3.15M -$63M -594,084 -95%
CAS
507
Coppell Advisory Solutions
Texas
$3.12M -$1.35M -12,740 -31%
OPTFSNA
508
Old Point Trust & Financial Services N A
Virginia
$3.11M +$1.86M +17,516 +151%
SFG
509
Shum Financial Group
California
$3.11M -$10.4K -98 -0.3%
SIAS
510
Summit Investment Advisory Services
Minnesota
$3.08M -$229K -2,163 -7%
VFG
511
Victory Financial Group
Texas
$3.08M +$501K +4,724 +20%
WMWM
512
Wilkins Miller Wealth Management
Alabama
$3.06M -$203K -1,918 -6%
WFP
513
Wrenne Financial Planning
Kentucky
$3.05M -$69.6K -657 -2%
LTL
514
Lowery Thomas LLC
California
$3.04M -$92.4K -872 -3%
GSIS
515
Global Strategic Investment Solutions
Arizona
$3.02M -$18.6K -175 -0.6%
BTWM
516
Baker Tilly Wealth Management
Wisconsin
$2.95M +$569K +5,366 +24%
BRWA
517
B. Riley Wealth Advisors
Florida
$2.93M -$167K -1,575 -5%
Natixis Advisors
518
Natixis Advisors
Massachusetts
$2.91M -$2.32M -21,904 -45%
IAA
519
Independent Advisor Alliance
North Carolina
$2.87M +$34.5K +325 +1%
Bank of Montreal
520
Bank of Montreal
Ontario, Canada
$2.82M +$26K +245 +0.9%
KCIC
521
Kuhn & Co Investment Counsel
Illinois
$2.81M +$227K +2,144 +9%
RW
522
Rede Wealth
Virginia
$2.79M +$2.78M +26,193 New
YWM
523
Yukon Wealth Management
Kansas
$2.79M -$238K -2,241 -8%
IWS
524
Integrity Wealth Solutions
Colorado
$2.79M -$71.2K -672 -3%
DT
525
Diversified Trust
Tennessee
$2.77M