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State Street SPDR Portfolio S&P 500 Growth ETF

1,217 hedge funds and large institutions have $32.8B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2025 Q3 according to their latest regulatory filings, with 121 funds opening new positions, 461 increasing their positions, 462 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

205% more call options, than puts

Call options by funds: $46.4M | Put options by funds: $15.2M

188% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 42

14% more capital invested

Capital invested by funds: $28.8B → $32.8B (+$3.99B)

4% more funds holding

Funds holding: 1,1671,217 (+50)

1.06% more ownership

Funds ownership: 76.51%77.57% (+1.1%)

0% less repeat investments, than reductions

Existing positions increased: 461 | Existing positions reduced: 462

1% less funds holding in top 10

Funds holding in top 10: 202199 (-3)

Holders
1,217
Holders Change
+50
Holders Change %
+4.28%
% of All Funds
15.97%
Holding in Top 10
199
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.49%
% of All Funds
2.61%
New
121
Increased
461
Reduced
462
Closed
42
Calls
$46.4M
Puts
$15.2M
Net Calls
+$31.2M
Net Calls Change
+$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SWGC
526
Summit Wealth Group (Colorado)
Colorado
$2.37M +$3.41M +34,256 New
BTWM
527
Baker Tilly Wealth Management
Wisconsin
$2.33M -$160K -1,606 -7%
FFA
528
Florida Financial Advisors
Florida
$2.32M -$4.45M -44,724 -67%
MF
529
Meridian Financial
Massachusetts
$2.3M -$6.97K -70 -0.3%
WAN
530
Wealth Advisors Northwest
Oregon
$2.3M -$243K -2,441 -10%
RCAG
531
Rehmann Capital Advisory Group
Michigan
$2.28M -$115K -1,153 -5%
BBP
532
Banco BTG Pactual
Brazil
$2.26M +$487K +4,885 +29%
CNB
533
Camden National Bank
Maine
$2.25M +$247K +2,485 +13%
HFA
534
Hershey Financial Advisers
Pennsylvania
$2.2M +$451K +4,528 +27%
RMAM
535
Raab & Moskowitz Asset Management
New Jersey
$2.18M -$8.07K -81 -0.4%
MA
536
MKT Advisors
California
$2.17M -$50.2K -504 -2%
PWM
537
Peck Wealth Management
New York
$2.16M +$2.06M +20,673 New
AWM
538
Apollon Wealth Management
South Carolina
$2.09M +$263K +2,636 +15%
ECM
539
Evergreen Capital Management
Washington
$2.09M
MWM
540
Mascagni Wealth Management
Mississippi
$2.09M -$138K -1,384 -6%
VWA
541
Visionary Wealth Advisors
Illinois
$2.08M +$286K +2,869 +17%
TCMP
542
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.08M -$119K -1,195 -6%
CBA
543
Coastal Bridge Advisors
Connecticut
$2.04M +$149K +1,498 +7%
PWM
544
Perigon Wealth Management
California
$2.04M -$21.3K -214 -1%
JF
545
Jericho Financial
Ohio
$2.02M +$17.6K +177 +0.9%
GPW
546
Gentry Private Wealth
Kansas
$2.02M -$39.6K -398 -2%
Bank Julius Baer & Co
547
Bank Julius Baer & Co
Switzerland
$1.99M +$1.9M +19,068 New
RWM
548
Rialto Wealth Management
New York
$1.99M +$7.37K +74 +0.4%
PNC Financial Services Group
549
PNC Financial Services Group
Pennsylvania
$1.98M -$11.4K -114 -0.6%
WPC
550
White Pine Capital
Minnesota
$1.97M +$88.1K +885 +5%