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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 %
RWM
76
Reston Wealth Management
Virginia
$51.1M -$3.42M -42,586 -6%
ETS
77
ESL Trust Services
New York
$50.2M +$246K +3,064 +0.5%
MYIA
78
Mount Yale Investment Advisors
Colorado
$48.1M -$299K -3,715 -0.6%
Wealth Enhancement Advisory Services
79
Wealth Enhancement Advisory Services
Minnesota
$47.7M +$1.06M +13,149 +2%
GWM
80
Geneos Wealth Management
Colorado
$47.6M +$22M +272,558 +86%
Thrivent Financial for Lutherans
81
Thrivent Financial for Lutherans
Minnesota
$46.2M -$31.9M -366,359 -41%
SWM
82
SilverOak Wealth Management
Minnesota
$46.1M +$2.59M +32,244 +6%
KAS
83
Kestra Advisory Services
Texas
$45.5M -$5.5M -68,425 -11%
MCM
84
Mainstay Capital Management
Michigan
$45.4M -$53.3M -663,151 -54%
CNBT
85
Canandaigua National Bank & Trust
New York
$44.8M +$3.66M +45,506 +9%
DWM
86
Diversify Wealth Management
Utah
$44.1M +$8.91M +108,656 +25%
IWM
87
IHT Wealth Management
Illinois
$43.7M +$4.47M +55,617 +11%
LFPWM
88
Leicht Financial Planning & Wealth Management
New Jersey
$43.5M +$1.37M +17,005 +3%
PIA
89
Perennial Investment Advisors
California
$42.9M +$3.07M +38,227 +8%
MFG
90
Merit Financial Group
Georgia
$40M -$8.46M -105,322 -17%
GLA
91
Good Life Advisors
Pennsylvania
$39.2M +$8.91M +110,864 +29%
TC
92
Trilogy Capital
California
$37.6M -$383K -4,767 -1%
T
93
TrueFG
Texas
$37.6M +$292K +3,639 +0.8%
CC
94
Courier Capital
New York
$37.2M +$4.23M +52,683 +13%
RA
95
Rodgers & Associates
Pennsylvania
$37.2M -$542K -6,739 -1%
NA
96
Nottingham Advisors
New York
$36.9M -$11.3M -140,956 -24%
CA
97
CGN Advisors
Kansas
$36.2M -$1.32M -16,480 -4%
OC
98
Oarsman Capital
Wisconsin
$35.5M +$1.31M +16,241 +4%
BWM
99
Buska Wealth Management
Wisconsin
$35.5M +$1.24M +15,422 +4%
CF
100
Convergence Financial
Missouri
$33M -$144K -1,790 -0.4%