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State Street SPDR Portfolio S&P 500 Growth ETF

1,340 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, 492 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: 1,2161,340 (+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 (+$2.36B)

5% more repeat investments, than reductions

Existing positions increased: 492 | Existing positions reduced: 469

0.13% more ownership

Funds ownership: 77.56%77.69% (+0.13%)

Holders
1,340
Holders Change
+124
Holders Change %
+10.2%
% 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
492
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
KPWS
101
Kestra Private Wealth Services
Texas
$42.8M +$1.4M +13,220 +3%
GWAG
102
Garrett Wealth Advisory Group
Texas
$42.7M +$572K +5,395 +1%
NA
103
Nottingham Advisors
New York
$42.4M -$1.77M -16,701 -4%
WC
104
Waterloo Capital
Texas
$42.1M -$1.64M -15,497 -4%
SFP
105
Shepherd Financial Partners
Massachusetts
$40.8M +$947K +8,936 +2%
EFL
106
ERn Financial LLC
Wisconsin
$40.6M -$2.21M -20,875 -5%
HSBC Holdings
107
HSBC Holdings
United Kingdom
$40.4M +$29.1M +274,585 +264%
WWM
108
Western Wealth Management
Colorado
$40.2M +$979K +9,231 +3%
DC
109
Destiny Capital
Colorado
$40M +$644K +6,075 +2%
ACA
110
Aptus Capital Advisors
Alabama
$39.7M +$1.37M +12,937 +4%
SWP
111
Stratos Wealth Partners
Ohio
$39.6M -$5.11M -48,223 -12%
IFPL
112
Investments & Financial Planning LLC
Kentucky
$38.4M -$1.1M -10,400 -3%
WFPG
113
Waller Financial Planning Group
Ohio
$37.7M +$26.6M +251,181 +246%
KFGK
114
Keystone Financial Group (Kentucky)
Kentucky
$37.3M +$480K +4,525 +1%
WH
115
Whitcomb & Hess
Ohio
$37.3M -$2.6M -24,559 -7%
SFG
116
Sunburst Financial Group
Alabama
$37M +$960K +9,055 +3%
RA
117
Riversedge Advisors
Delaware
$36.4M -$562K -5,299 -2%
JRPIM
118
Journey Retirement Planning & Investment Management
Idaho
$36.4M +$36.2M +341,080 New
WCAMG
119
Woodard & Company Asset Management Group
North Carolina
$36.3M -$5.53M -52,136 -13%
RIM
120
Redwood Investment Management
Arizona
$35.8M +$183K +1,723 +0.5%
SFM
121
Signet Financial Management
New Jersey
$35.6M -$524K -4,946 -1%
GVAG
122
Great Valley Advisor Group
Delaware
$35.6M +$299K +2,819 +0.9%
DWM
123
Dakota Wealth Management
Florida
$35.6M +$1.18M +11,141 +3%
RMS
124
Retirement Management Systems
Maryland
$35.3M +$35.1M +330,730 New
HSWS
125
Higgins & Schmidt Wealth Strategies
Colorado
$35.2M +$842K +7,944 +2%