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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 %
SXL
901
Summit X LLC
Missouri
$227K -$13.7K -170 -6%
MWM
902
Maltin Wealth Management
New Jersey
$227K +$14.8K +184 +7%
SGCA
903
Steel Grove Capital Advisors
Tennessee
$226K
MSF
904
Mustard Seed Financial
Arkansas
$224K +$10.4K +129 +5%
SRC
905
Sage Rhino Capital
California
$223K
ABC
906
Associated Banc-Corp
Wisconsin
$222K +$222K +2,761 New
CIC
907
Cutler Investment Counsel
Oregon
$222K
JIC
908
Johnson Investment Counsel
Ohio
$221K -$79.1K -984 -26%
WLIM
909
White Lighthouse Investment Management
Massachusetts
$220K +$80 +1 +0%
OWP
910
ORG Wealth Partners
Texas
$220K +$209K +2,584 +1,928%
RWP
911
RWA Wealth Partners
Massachusetts
$220K +$5.3K +66 +2%
RCI
912
RS Crum Inc
California
$219K
OSNBOA
913
Old Second National Bank of Aurora
Illinois
$217K -$5.39K -67 -2%
FPW
914
Fairvoy Private Wealth
Alabama
$217K
MWM
915
MGB Wealth Management
Texas
$214K +$7.47K +93 +4%
CAM
916
Clark Asset Management
New Hampshire
$213K +$80 +1 +0%
RDWM
917
Red Door Wealth Management
Tennessee
$213K +$15.5K +193 +8%
VBA
918
von Borstel & Associates
Oregon
$213K -$5.7K -71 -3%
PT
919
Plimoth Trust
Massachusetts
$213K
LI
920
LRI Investments
Florida
$213K +$213K +2,647 New
WS
921
Wedbush Securities
California
$212K +$1.53K +19 +0.7%
DADC
922
D.A. Davidson & Co
Montana
$212K +$80 +1 +0%
FFW
923
Fusion Family Wealth
New York
$210K
EAM
924
Evanson Asset Management
California
$209K -$11.9K -148 -5%
IAIM
925
International Assets Investment Management
Florida
$206K -$326K -4,053 -61%