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State Street SPDR Portfolio S&P 500 Growth ETF

1,305 hedge funds and large institutions have $31.6B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2026 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 545 increasing their positions, 477 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

2% less funds holding in top 10

Funds holding in top 10: 213208 (-5)

2% less funds holding

Funds holding: 1,3371,305 (-32)

10% less capital invested

Capital invested by funds: $35.2B → $31.6B (-$3.6B)

Holders
1,305
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
208
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$29.8M
Puts
$13.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KMWM
501
Keudell/Morrison Wealth Management
Oregon
$2.94M
SIAS
502
Summit Investment Advisory Services
Minnesota
$2.91M
AO
503
Advisor OS
Illinois
$2.91M
SFG
504
Shum Financial Group
California
$2.87M
TCWA
505
Turtle Creek Wealth Advisors
Texas
$2.8M
CG
506
Caprock Group
Idaho
$2.79M
WFP
507
Wrenne Financial Planning
Kentucky
$2.78M
GSIS
508
Global Strategic Investment Solutions
Arizona
$2.77M
LTL
509
Lowery Thomas LLC
California
$2.74M
YWM
510
Yukon Wealth Management
Kansas
$2.73M
CBA
511
Coastal Bridge Advisors
Connecticut
$2.71M
WMWM
512
Wilkins Miller Wealth Management
Alabama
$2.7M
Charles Schwab
513
Charles Schwab
California
$2.69M
WIM
514
Wiregrass Investment Management
Georgia
$2.68M
IWS
515
Integrity Wealth Solutions
Colorado
$2.65M
SCP
516
Stevens Capital Partners
Nebraska
$2.62M
HF
517
HRT Financial
New York
$2.61M
CNB
518
Camden National Bank
Maine
$2.61M
RW
519
Rede Wealth
Virginia
$2.61M
TWM
520
Triton Wealth Management
Arizona
$2.58M
DT
521
Diversified Trust
Tennessee
$2.55M
CB
522
Commerce Bank
Missouri
$2.54M
SW
523
Simplicity Wealth
New Jersey
$2.53M
FIM
524
Freedom Investment Management
Connecticut
$2.52M
MCA
525
Magnolia Capital Advisors
Mississippi
$2.49M