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SPDR Portfolio S&P 500 Growth ETF

1,144 hedge funds and large institutions have $28.8B invested in SPDR Portfolio S&P 500 Growth ETF in 2025 Q2 according to their latest regulatory filings, with 127 funds opening new positions, 487 increasing their positions, 390 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,144
Holders Change
+58
Holders Change %
+5.34%
% of All Funds
15.34%
Holding in Top 10
200
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+8.11%
% of All Funds
2.68%
New
127
Increased
487
Reduced
390
Closed
36
Calls
$32.4M
Puts
$14M
Net Calls
+$18.5M
Net Calls Change
-$24.6M
Name Holding Trade Value Shares
Change
Shares
Change %
Luther King Capital Management (LKCM)
676
Luther King Capital Management (LKCM)
Texas
$879K -$741K
AWA
677
Arkadios Wealth Advisors
Georgia
$874K +$87K +913 +11%
M1FG
678
Mach-1 Financial Group
Arkansas
$862K -$57.5K -603 -6%
JWBC
679
John W. Brooker & Co
California
$861K -$482K -5,018 -36%
DC
680
Dahring Cusmano
Michigan
$855K -$4.58K -48 -0.5%
WH
681
Willner & Heller
California
$851K -$26.5K -278 -3%
SL
682
Sentinus LLC
Illinois
$843K +$843K +8,840 New
TYCC
683
Texas Yale Capital Corp
Florida
$838K +$62K +650 +8%
PAS
684
PKS Advisory Services
New York
$832K +$210K +2,198 +34%
SI
685
Stephens Inc
Arkansas
$819K +$167K +1,752 +26%
6F
686
626 Financial
Michigan
$814K
PFS
687
Prospera Financial Services
Texas
$808K -$32.8K -344 -4%
VWM
688
Venturi Wealth Management
Texas
$807K -$32.9K -345 -4%
MSWM
689
McGlone Suttner Wealth Management
Wisconsin
$803K -$517K -5,425 -39%
FPWM
690
FSB Premier Wealth Management
Iowa
$798K +$71.4K +749 +10%
VFPW
691
Vantage Financial Partners (Wisconsin)
Wisconsin
$797K -$46.2K -485 -5%
BB
692
Berkshire Bank
Massachusetts
$790K -$143K -1,500 -15%
SPWM
693
Schrum Private Wealth Management
Florida
$789K +$953 +10 +0.1%
LBC
694
Leigh Baldwin & Co
New York
$784K -$2.67K -28 -0.3%
PA
695
Procyon Advisors
Connecticut
$770K -$66.9K -702 -8%
Empower Advisory Group
696
Empower Advisory Group
Colorado
$767K +$83.5K +876 +12%
NW
697
NewEdge Wealth
Pennsylvania
$763K +$130K +1,315 +20%
IHWM
698
Iron Horse Wealth Management
Iowa
$760K -$11.1K -116 -1%
SCA
699
Snowden Capital Advisors
New York
$756K -$27.5K -289 -4%
CMAI
700
Capital Management Associates Inc
Minnesota
$741K -$738K -7,745 -50%