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State Street SPDR Portfolio S&P 500 Growth ETF

1,341 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, 493 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: 1,2171,341 (+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 (+$2.37B)

5% more repeat investments, than reductions

Existing positions increased: 493 | Existing positions reduced: 469

0.13% more ownership

Funds ownership: 77.57%77.7% (+0.13%)

Holders
1,341
Holders Change
+124
Holders Change %
+10.19%
% 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
493
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
SL
851
SWMG LLC
Texas
$600K +$248K +2,338 +69%
OAM
852
Oppenheimer Asset Management
New York
$596K +$200K +1,883 +51%
NPAN
853
Northeast Planning Associates NH
New Hampshire
$591K -$5.3K -50 -0.9%
ST
854
Somerset Trust
Pennsylvania
$591K -$6.47K -61 -1%
WPC
855
Waters Parkerson & Co
Louisiana
$590K
SWM
856
Silverlake Wealth Management
Vermont
$589K -$40.5K -382 -6%
VF
857
Vawter Financial
Ohio
$584K -$71.2K -672 -11%
WFAG
858
Worth Financial Advisory Group
North Carolina
$583K -$45.2K -426 -7%
PMG
859
ProVise Management Group
Florida
$580K -$17.2K -162 -3%
BAS
860
Breakthru Advisory Services
Wisconsin
$576K -$26.1K -246 -4%
FWP
861
Forefront Wealth Partners
Texas
$576K +$296K +2,796 +108%
4WM
862
49 Wealth Management
Texas
$574K -$1.26M -11,872 -69%
SW
863
SteelPeak Wealth
California
$574K +$40.2K +379 +8%
MCM
864
McDonough Capital Management
Florida
$571K +$1.91K +18 +0.3%
WFS
865
WealthGarden F.S.
California
$565K -$55.3K -522 -9%
FLPIM
866
F.L. Putnam Investment Management
Massachusetts
$564K +$65K +613 +13%
JIC
867
Johnson Investment Counsel
Ohio
$561K +$199K +1,881 +56%
PCH
868
PGIM Custom Harvest
New Jersey
$560K +$557K +5,251 New
AWM
869
Accurate Wealth Management
Florida
$559K -$52.6K -496 -9%
Loomis, Sayles & Company
870
Loomis, Sayles & Company
Massachusetts
$552K +$194K +1,829 +55%
GM
871
GeoWealth Management
Illinois
$551K -$40.6K -383 -7%
GPCM
872
Guardsman Private Capital Management
Florida
$546K +$542K +5,117 New
ECM
873
Ebert Capital Management
California
$544K +$538K +5,075 New
KFG
874
Kropog Financial Group
Louisiana
$544K +$848 +8 +0.2%
DM
875
Diversified Management
Wisconsin
$536K +$533K +5,027 New