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State Street SPDR Portfolio S&P 500 Growth ETF

1,340 hedge funds and large institutions have $35.2B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2025 Q4 according to their latest regulatory filings, with 209 funds opening new positions, 492 increasing their positions, 469 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

232% more first-time investments, than exits

New positions opened: 209 | Existing positions closed: 63

148% more call options, than puts

Call options by funds: $30.4M | Put options by funds: $12.3M

10% more funds holding

Funds holding: 1,2161,340 (+124)

8% more funds holding in top 10

Funds holding in top 10: 199215 (+16)

7% more capital invested

Capital invested by funds: $32.8B → $35.2B (+$2.36B)

5% more repeat investments, than reductions

Existing positions increased: 492 | Existing positions reduced: 469

0.13% more ownership

Funds ownership: 77.56%77.69% (+0.13%)

Holders
1,340
Holders Change
+124
Holders Change %
+10.2%
% of All Funds
16.31%
Holding in Top 10
215
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+8.04%
% of All Funds
2.62%
New
209
Increased
492
Reduced
469
Closed
63
Calls
$30.4M
Puts
$12.3M
Net Calls
+$18.1M
Net Calls Change
-$13M
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
51
Diversify Wealth Management
Utah
$128M +$62.2M +586,645 +98%
FNT
52
First National Trust
Pennsylvania
$125M -$271K -2,558 -0.2%
MML Investors Services
53
MML Investors Services
Massachusetts
$118M +$9.01M +84,989 +8%
OWA
54
Octavia Wealth Advisors
Ohio
$118M +$6.09M +57,478 +5%
CCMG
55
Clark Capital Management Group
Pennsylvania
$106M -$2M -18,869 -2%
ETC
56
Exchange Traded Concepts
Oklahoma
$106M +$9.61M +90,614 +10%
CCWA
57
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$105M -$439K -4,144 -0.4%
KW
58
KWB Wealth
California
$105M -$5.27M -49,709 -5%
FFS
59
Founders Financial Securities
Maryland
$103M +$10.4M +97,973 +11%
WA
60
Waverly Advisors
Alabama
$99.2M +$12.2M +115,303 +14%
BSG
61
Black Swift Group
Colorado
$93.7M +$667K +6,288 +0.8%
MCM
62
Mainstay Capital Management
Michigan
$92.8M +$7.37M +69,554 +9%
CFG
63
Compton Financial Group
Maryland
$91M -$1.49M -14,051 -2%
CIBC Private Wealth Group
64
CIBC Private Wealth Group
Georgia
$90.4M +$26.1M +245,944 +41%
CFS
65
Cannon Financial Strategists
Georgia
$87.4M -$1.15M -10,876 -1%
IWC
66
Integrated Wealth Concepts
Massachusetts
$84.4M -$20M -188,554 -19%
ACA
67
Ackerman Capital Advisors
Texas
$81.5M +$6.08M +57,349 +8%
KAS
68
Kestra Advisory Services
Texas
$79.5M +$13.1M +123,645 +20%
Creative Planning
69
Creative Planning
Kansas
$77.3M -$1.26M -11,919 -2%
FCAS
70
First Command Advisory Services
Texas
$77.1M -$761K -7,182 -1%
Envestnet Portfolio Solutions
71
Envestnet Portfolio Solutions
Illinois
$76.6M -$2.42M -22,862 -3%
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
$76.4M +$239K +2,256 +0.3%
MMA
73
Miracle Mile Advisors
California
$71.9M -$3.68M -34,714 -5%
RWM
74
Reston Wealth Management
Virginia
$71.3M -$668K -6,305 -0.9%
KA
75
Klingman & Associates
New York
$71.1M -$1.99M -18,741 -3%