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State Street SPDR Portfolio S&P 500 Growth ETF

1,194 hedge funds and large institutions have $31.5B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2025 Q3 according to their latest regulatory filings, with 119 funds opening new positions, 449 increasing their positions, 457 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

2% less repeat investments, than reductions

Existing positions increased: 449 | Existing positions reduced: 457

2% less ownership

Funds ownership: 76.36%74.36% (-2%)

3% less funds holding in top 10

Funds holding in top 10: 201195 (-6)

Holders
1,194
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
195
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$46.4M
Puts
$15.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HSWS
126
Higgins & Schmidt Wealth Strategies
Colorado
$33.6M
AF
127
Abound Financial
California
$33.5M
GWM
128
Geneos Wealth Management
Colorado
$33.4M
GIA
129
Gladstone Institutional Advisory
Florida
$32.9M
VCP
130
Verus Capital Partners
Arizona
$32.9M
LGW
131
Leslie Global Wealth
Illinois
$32.8M
WMR
132
Wealth Management Resources
Rhode Island
$32M
KA
133
Kozak & Associates
Colorado
$32M
CIA
134
Concurrent Investment Advisors
Florida
$31.5M
CIM
135
Confluence Investment Management
Missouri
$30.7M
DA
136
Drake & Associates
Wisconsin
$30.5M
DAS
137
Diversify Advisory Services
Utah
$30.5M
MW
138
Marks Wealth
Maryland
$29.7M
ES
139
Eagle Strategies
New York
$29.3M
CI
140
CX Institutional
Indiana
$28.3M
CCFM
141
Clear Creek Financial Management
Washington
$27.8M
BOPW
142
Brandywine Oak Private Wealth
Pennsylvania
$27.6M
BCM
143
Brookstone Capital Management
Illinois
$26.7M
PS
144
Principal Securities
Iowa
$26.6M
QIM
145
Quest Investment Management
Oregon
$26.4M
BGC
146
Beutel, Goodman & Co
Ontario, Canada
$26.4M
SF
147
Summit Financial
New Jersey
$26.1M
TCA
148
Transcend Capital Advisors
New Jersey
$26M
TCTWM
149
Three Cord True Wealth Management
Pennsylvania
$25.6M
JFA
150
JNBA Financial Advisors
Minnesota
$25.4M