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State Street SPDR Portfolio S&P 500 Growth ETF

1,217 hedge funds and large institutions have $32.8B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2025 Q3 according to their latest regulatory filings, with 121 funds opening new positions, 461 increasing their positions, 462 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

205% more call options, than puts

Call options by funds: $46.4M | Put options by funds: $15.2M

188% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 42

14% more capital invested

Capital invested by funds: $28.8B → $32.8B (+$3.99B)

4% more funds holding

Funds holding: 1,1671,217 (+50)

1.06% more ownership

Funds ownership: 76.51%77.57% (+1.1%)

0% less repeat investments, than reductions

Existing positions increased: 461 | Existing positions reduced: 462

1% less funds holding in top 10

Funds holding in top 10: 202199 (-3)

Holders
1,217
Holders Change
+50
Holders Change %
+4.28%
% of All Funds
15.98%
Holding in Top 10
199
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.49%
% of All Funds
2.61%
New
121
Increased
461
Reduced
462
Closed
42
Calls
$46.4M
Puts
$15.2M
Net Calls
+$31.2M
Net Calls Change
+$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
76
Reston Wealth Management
Virginia
$70.5M +$162K +1,625 +0.2%
RA
77
RFG Advisory
Alabama
$66.2M -$19.5M -195,795 -24%
DWM
78
Diversify Wealth Management
Utah
$65.2M +$2.38M +23,912 +4%
ETS
79
ESL Trust Services
New York
$65.2M -$1.69M -16,998 -3%
KAS
80
Kestra Advisory Services
Texas
$65M +$1.24M +12,498 +2%
SWM
81
SilverOak Wealth Management
Minnesota
$64.7M +$2.8M +28,118 +5%
CIBC Private Wealth Group
82
CIBC Private Wealth Group
Georgia
$62.9M +$30.1M +302,395 +101%
CNBT
83
Canandaigua National Bank & Trust
New York
$60.3M +$518K +5,200 +0.9%
LFPWM
84
Leicht Financial Planning & Wealth Management
New Jersey
$59M -$702K -7,050 -1%
IWM
85
IHT Wealth Management
Illinois
$58.5M +$721K +7,238 +1%
Wealth Enhancement Advisory Services
86
Wealth Enhancement Advisory Services
Minnesota
$58.1M -$757K -7,602 -1%
CF
87
Convergence Financial
Missouri
$56.6M +$11.6M +116,717 +27%
PIA
88
Perennial Investment Advisors
California
$53.5M -$2.43M -24,371 -5%
OC
89
Oarsman Capital
Wisconsin
$52.7M +$2.89M +29,007 +6%
CC
90
Courier Capital
New York
$52.4M +$523K +5,250 +1%
CA
91
CGN Advisors
Kansas
$51.7M +$59.2K +594 +0.1%
MFG
92
Merit Financial Group
Georgia
$51.7M -$3.1M -31,081 -6%
Janney Montgomery Scott
93
Janney Montgomery Scott
Pennsylvania
$50.6M -$10.8M -108,573 -18%
BCI
94
Brinker Capital Investments
Pennsylvania
$49.9M +$975K +9,790 +2%
RA
95
Rodgers & Associates
Pennsylvania
$49.8M -$1.07M -10,750 -2%
Jones Financial Companies
96
Jones Financial Companies
Missouri
$49.1M +$5.86M +58,865 +14%
T
97
TrueFG
Texas
$46.9M -$2.32M -23,297 -5%
Bank of New York Mellon
98
Bank of New York Mellon
New York
$44.6M -$312M -3,131,256 -88%
SWP
99
Stratos Wealth Partners
Ohio
$43.8M +$9.35M +93,868 +29%
BWFA
100
Baltimore-Washington Financial Advisors
Maryland
$43.6M +$1.38M +13,892 +3%