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SPDR Portfolio S&P 500 Growth ETF

1,086 hedge funds and large institutions have $23.1B invested in SPDR Portfolio S&P 500 Growth ETF in 2025 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 447 increasing their positions, 416 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,086
Holders Change
-40
Holders Change %
-3.55%
% of All Funds
14.75%
Holding in Top 10
185
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-11.06%
% of All Funds
2.51%
New
73
Increased
447
Reduced
416
Closed
89
Calls
$53.3M
Puts
$10.3M
Net Calls
+$43M
Net Calls Change
-$55.9M
Name Holding Trade Value Shares
Change
Shares
Change %
RWM
526
Rialto Wealth Management
New York
$1.52M -$4.34K -54 -0.3%
TCWA
527
Turtle Creek Wealth Advisors
Texas
$1.52M
RMC
528
Ring Mountain Capital
California
$1.52M -$27.6K -343 -2%
SW
529
Simplicity Wealth
New Jersey
$1.51M -$265K -3,296 -15%
BAG
530
Bridgewealth Advisory Group
California
$1.51M -$6.89M -85,726 -82%
TWM
531
Tradition Wealth Management
Minnesota
$1.51M +$59.3K +738 +4%
IAA
532
Independent Advisor Alliance
North Carolina
$1.51M -$127M -1,579,331 -99%
P
533
&Partners
Tennessee
$1.51M +$1.19M +14,902 +381%
KAS
534
KPP Advisory Services
Kentucky
$1.5M -$689K -8,567 -31%
SIA
535
Summit Investment Advisors
Maryland
$1.48M -$3.58K -43 -0.2%
MA
536
MKT Advisors
California
$1.47M +$293K +4,020 +25%
FFA
537
Fragasso Financial Advisors
Pennsylvania
$1.46M -$205K -2,556 -12%
TBWA
538
Three Bridge Wealth Advisors
California
$1.46M
OAS
539
Optivise Advisory Services
Tennessee
$1.46M -$193K -2,405 -12%
Invesco
540
Invesco
Georgia
$1.46M -$82.5K -1,027 -5%
LA
541
Lifeworks Advisors
Michigan
$1.46M -$432K -5,379 -23%
OFS
542
OneAscent Financial Services
Alabama
$1.45M +$183K +2,268 +14%
ML
543
McAdam LLC
Pennsylvania
$1.45M -$305K -3,790 -17%
AFWM
544
AMJ Financial Wealth Management
Virginia
$1.44M -$3.38K -42 -0.2%
TFS
545
Thoroughbred Financial Services
Tennessee
$1.43M +$3.86K +48 +0.3%
IP
546
Ignite Planners
California
$1.43M +$77.5K +934 +6%
WPC
547
White Pine Capital
Minnesota
$1.42M +$35K +435 +3%
GS
548
GWN Securities
Florida
$1.41M +$1.41M +17,543 New
LA
549
Latitude Advisors
Florida
$1.38M +$230K +2,857 +20%
RIA
550
Regal Investment Advisors
Michigan
$1.37M -$224K -2,789 -14%