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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
CWG
976
Crown Wealth Group
North Carolina
$355K +$23K +217 +7%
JWA
977
JFS Wealth Advisors
Pennsylvania
$355K -$37.4K -353 -10%
MWM
978
MGB Wealth Management
Texas
$354K +$66.6K +628 +23%
LWL
979
Leo Wealth LLC
Texas
$353K +$350K +3,305 New
MWM
980
Maripau Wealth Management
Indiana
$350K +$69K +651 +25%
BDF
981
Black Diamond Financial
Maryland
$349K
AG
982
AlTi Global
New York
$345K +$212 +2 +0.1%
WSWA
983
Warren Street Wealth Advisors
California
$344K -$373K -3,522 -52%
BI
984
Ballast Inc
Kentucky
$344K -$53.4K -504 -14%
DW30
985
Drucker Wealth 3.0
New Jersey
$343K
JDLA
986
J. Derek Lewis & Associates
California
$343K +$341K +3,216 New
DAS
987
Dynamic Advisor Solutions
Arizona
$342K -$66.7K -629 -16%
DWT
988
Dorsey & Whitney Trust
South Dakota
$342K -$318 -3 -0.1%
TIM
989
Tevis Investment Management
Texas
$341K
SWA
990
Strategies Wealth Advisors
Michigan
$339K -$102K -962 -23%
ABC
991
Associated Banc-Corp
Wisconsin
$339K +$336K +3,173 New
OW
992
Olistico Wealth
Oklahoma
$336K
FC
993
Financial Consulate
Maryland
$336K +$106 +1 +0%
LWPC
994
Legacy Wealth Partners (Colorado)
Colorado
$335K +$333K +3,142 New
MFIM
995
Mesirow Financial Investment Management
Illinois
$334K -$5.62K -53 -2%
FG
996
Fiduciary Group
Georgia
$332K +$10.9K +103 +3%
MSF
997
Mustard Seed Financial
Arkansas
$332K +$6.36K +60 +2%
DT
998
DV Trading
Illinois
$331K +$329K +3,100 New
IASG
999
Investment Advisory Services Group
Florida
$329K +$327K +3,083 New
SWIA
1000
Solano Wealth Investment Advisors
California
$329K