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State Street SPDR Portfolio S&P 500 Growth ETF

1,312 hedge funds and large institutions have $31.7B 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, 550 increasing their positions, 479 reducing their positions, and 97 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: 215211 (-4)

2% less funds holding

Funds holding: 1,3401,312 (-28)

10% less capital invested

Capital invested by funds: $35.2B → $31.7B (-$3.54B)

Holders
1,312
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
211
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
SW
526
Simplicity Wealth
New Jersey
$2.53M
FIM
527
Freedom Investment Management
Connecticut
$2.52M
MCA
528
Magnolia Capital Advisors
Mississippi
$2.49M
WA
529
Waystone Advisors
Washington
$2.49M
MPIA
530
Milestones Private Investment Advisors
New York
$2.49M
MCM
531
MAI Capital Management
Ohio
$2.47M
BAM
532
Belpointe Asset Management
Nevada
$2.46M
BIG
533
Brookwood Investment Group
Arizona
$2.41M
TWM
534
Tradition Wealth Management
Minnesota
$2.33M
CFP
535
Curran Financial Partners
South Carolina
$2.33M
ISB
536
Iowa State Bank
Iowa
$2.33M
AFM
537
Aspetuck Financial Management
Connecticut
$2.31M
NS
538
NBC Securities
Alabama
$2.29M
NWM
539
Navigate Wealth Management
Alabama
$2.27M
Bank of Montreal
540
Bank of Montreal
Ontario, Canada
$2.27M
AWAU
541
Alliance Wealth Advisors (Utah)
Utah
$2.26M
CAMG
542
CWA Asset Management Group
Florida
$2.25M
VW
543
Vance Wealth
California
$2.2M
MA
544
MKT Advisors
California
$2.2M
ETS
545
ESL Trust Services
New York
$2.18M
MSS
546
Mitchell Sinkler & Starr
Pennsylvania
$2.18M
FF
547
Financial Futures
New Jersey
$2.18M
PS
548
Principal Securities
Iowa
$2.16M
ACM
549
Advance Capital Management
Michigan
$2.15M
MP
550
McDonald Partners
Ohio
$2.15M