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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 %
LWANC
676
Laurel Wealth Advisors (North Carolina)
North Carolina
$703K +$20.9K +260 +3%
DE
677
Diversified Enterprises
Delaware
$690K +$22.7K +282 +3%
6F
678
626 Financial
Michigan
$687K
TVAMP
679
Tennessee Valley Asset Management Partners
Tennessee
$681K +$199K +2,480 +41%
CS
680
Crescent Sterling
Louisiana
$671K
WAM
681
Wallington Asset Management
Indiana
$669K -$40.2K -500 -6%
SPWM
682
Schrum Private Wealth Management
Florida
$664K +$16.2K +201 +2%
LBC
683
Leigh Baldwin & Co
New York
$664K +$664K +8,257 New
AWA
684
Arkadios Wealth Advisors
Georgia
$663K +$389K +4,838 +142%
SCA
685
Snowden Capital Advisors
New York
$660K -$148K -1,840 -18%
TYCC
686
Texas Yale Capital Corp
Florida
$654K
SAF
687
Smith Anglin Financial
Texas
$653K +$70.7K +880 +12%
IHWM
688
Iron Horse Wealth Management
Iowa
$650K -$35K -436 -5%
SIA
689
Soltis Investment Advisors
Utah
$628K -$4.01M -49,838 -86%
EWA
690
Exencial Wealth Advisors
Oklahoma
$621K +$3.05K +38 +0.5%
EI
691
Ellevest Inc
New York
$621K +$41.6K +518 +7%
BC
692
Brio Consultants
California
$618K -$33.4K -416 -5%
OIA
693
OneDigital Investment Advisors
Kansas
$617K -$1.39M -17,349 -69%
4A
694
4Wealth Advisors
Illinois
$615K -$43.6K -543 -7%
OCPWS
695
One Charles Private Wealth Services
Massachusetts
$615K -$42.6K -530 -6%
FPWM
696
FSB Premier Wealth Management
Iowa
$613K +$157K +1,949 +34%
OC
697
Oppenheimer & Co
New York
$611K -$131K -1,628 -18%
AWM
698
Aprio Wealth Management
Georgia
$603K +$15.1K +188 +3%
TC
699
TFR Capital
Texas
$599K +$38.7K +482 +7%
FPW
700
Flagship Private Wealth
Massachusetts
$596K +$51.3K +638 +9%