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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
14.76%
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 %
Stifel Financial
51
Stifel Financial
Missouri
$86.2M +$29.2M +363,847 +51%
FNT
52
First National Trust
Pennsylvania
$85.4M -$29.1M -362,143 -25%
OWA
53
Octavia Wealth Advisors
Ohio
$83.7M +$18.7M +232,484 +29%
BSG
54
Black Swift Group
Colorado
$82.5M -$25.1M -311,968 -23%
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$78.6M +$7.93M +98,729 +11%
CCWA
56
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$75.7M +$642K +7,991 +0.9%
IWC
57
Integrated Wealth Concepts
Massachusetts
$75.5M +$5.34M +66,412 +8%
Corient Private Wealth
58
Corient Private Wealth
Florida
$73.9M -$34M -422,463 -31%
FHA
59
Flagship Harbor Advisors
Massachusetts
$73.2M +$6.67M +82,944 +10%
CFG
60
Compton Financial Group
Maryland
$70.6M +$20.7M +256,990 +41%
Janney Montgomery Scott
61
Janney Montgomery Scott
Pennsylvania
$67M -$21.2M -263,934 -24%
Envestnet Portfolio Solutions
62
Envestnet Portfolio Solutions
Illinois
$67M -$22.5M -280,061 -25%
MML Investors Services
63
MML Investors Services
Massachusetts
$66.7M -$3.24M -40,366 -5%
CFS
64
Cannon Financial Strategists
Georgia
$65.7M -$1.34M -16,693 -2%
WA
65
Waverly Advisors
Alabama
$62.4M +$1.63M +20,243 +3%
PS
66
Principal Securities
Iowa
$61.3M
BEI
67
Benjamin Edwards Inc
Missouri
$60.6M +$23M +286,141 +61%
Creative Planning
68
Creative Planning
Kansas
$58.7M -$19.3K -240 -0%
EWA
69
ERTS Wealth Advisors
Michigan
$58.1M +$14.5M +179,971 +33%
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$57.4M +$2.65M +32,930 +5%
FCAS
71
First Command Advisory Services
Texas
$56.9M +$4.45M +55,358 +8%
FFS
72
Founders Financial Securities
Maryland
$55.9M -$3.35M -41,191 -6%
KA
73
Klingman & Associates
New York
$55.4M +$1.23M +15,318 +2%
ACA
74
Ackerman Capital Advisors
Texas
$53.2M -$329K -4,094 -0.6%
AAS
75
Ameritas Advisory Services
Nebraska
$52.4M -$7.84M -96,449 -13%