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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
15.97%
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
DWM
126
Dakota Wealth Management
Florida
$33.7M -$2.15M -21,566 -6%
AWA
127
Alta Wealth Advisors
Massachusetts
$33.6M +$2.95M +29,634 +10%
HSWS
128
Higgins & Schmidt Wealth Strategies
Colorado
$33.6M -$704K -7,072 -2%
AF
129
Abound Financial
California
$33.5M -$227K -2,277 -0.7%
GWM
130
Geneos Wealth Management
Colorado
$33.4M -$35.9K -360 -0.1%
GIA
131
Gladstone Institutional Advisory
Florida
$32.9M -$621K -6,231 -2%
LGW
132
Leslie Global Wealth
Illinois
$32.8M -$7.88M -79,078 -20%
VCP
133
Verus Capital Partners
Arizona
$32.6M -$361K -3,629 -1%
WMR
134
Wealth Management Resources
Rhode Island
$32M +$374K +3,755 +1%
KA
135
Kozak & Associates
Colorado
$32M -$1.29M -12,994 -4%
CIA
136
Concurrent Investment Advisors
Florida
$31.5M +$1.7M +17,079 +6%
CIM
137
Confluence Investment Management
Missouri
$30.7M +$2.06M +20,709 +8%
DA
138
Drake & Associates
Wisconsin
$30.5M +$966K +9,702 +4%
DAS
139
Diversify Advisory Services
Utah
$30.5M +$1.64M +16,481 +6%
MW
140
Marks Wealth
Maryland
$29.7M -$14M -140,694 -33%
ES
141
Eagle Strategies
New York
$29.3M +$563K +5,654 +2%
CI
142
CX Institutional
Indiana
$28.3M -$7.45M -74,785 -22%
CCFM
143
Clear Creek Financial Management
Washington
$27.8M +$3.09M +31,040 +13%
BOPW
144
Brandywine Oak Private Wealth
Pennsylvania
$27.6M -$96.5K -969 -0.4%
BCM
145
Brookstone Capital Management
Illinois
$26.7M -$1.75M -17,593 -6%
PS
146
Principal Securities
Iowa
$26.6M +$2.66M +26,756 +12%
QIM
147
Quest Investment Management
Oregon
$26.4M -$1.66M -16,679 -6%
BGC
148
Beutel, Goodman & Co
Ontario, Canada
$26.4M -$1.87M -18,765 -7%
SF
149
Summit Financial
New Jersey
$26.1M +$1.51M +15,122 +6%
SA
150
Sanctuary Advisors
Indiana
$26.1M +$1.51M +15,194 +6%