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SPDR Portfolio S&P 500 Growth ETF

1,144 hedge funds and large institutions have $28.8B invested in SPDR Portfolio S&P 500 Growth ETF in 2025 Q2 according to their latest regulatory filings, with 127 funds opening new positions, 487 increasing their positions, 390 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,144
Holders Change
+58
Holders Change %
+5.34%
% of All Funds
15.34%
Holding in Top 10
200
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+8.11%
% of All Funds
2.68%
New
127
Increased
487
Reduced
390
Closed
36
Calls
$32.4M
Puts
$14M
Net Calls
+$18.5M
Net Calls Change
-$24.6M
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
176
CarsonAllaria Wealth Management
Illinois
$20.6M +$616K +6,458 +3%
FHC
177
First Heartland Consultants
Missouri
$20.2M +$688K +7,218 +4%
HA
178
Hofer & Associates
California
$19.9M +$41.7K +437 +0.2%
AWS
179
Atria Wealth Solutions
New York
$19.9M -$6.8M -71,371 -25%
WAM
180
WFA Asset Management
Wisconsin
$19.7M -$2.93M -36,509 -13%
Fifth Third Bancorp
181
Fifth Third Bancorp
Ohio
$19.4M +$2.27M +23,845 +13%
MWM
182
Modern Wealth Management
Kansas
$19.4M -$7.03M -73,705 -27%
TWP
183
Tower Wealth Partners
Pennsylvania
$19.3M +$284K +2,978 +1%
PWG
184
Portside Wealth Group
Utah
$19.2M +$1.07M +11,271 +6%
HFS
185
Horizon Financial Services
North Carolina
$19.2M +$182K +1,910 +1%
OL
186
Optas LLC
Texas
$18.8M +$119K +1,250 +0.6%
GIA
187
GHP Investment Advisors
Colorado
$18.8M +$586K +6,150 +3%
HG
188
Harbor Group
New Hampshire
$18.5M +$403K +4,231 +2%
IRC
189
Investors Research Corp
Georgia
$18.4M +$1.35M +14,147 +8%
GAG
190
Goodman Advisory Group
Massachusetts
$18.4M +$17.7M +185,848 +2,643%
NL
191
Navalign LLC
California
$18.2M -$617K -6,476 -3%
SAS
192
Sage Advisory Services
Texas
$17.8M +$17.8M +186,601 New
Qube Research & Technologies (QRT)
193
Qube Research & Technologies (QRT)
United Kingdom
$17.5M -$8.19M -85,942 -32%
MFA
194
Millington Financial Advisors
Illinois
$17.4M -$1.67M -17,091 -9%
DI
195
Diligent Investors
California
$17.1M +$83.4K +875 +0.5%
FTWA
196
Fifth Third Wealth Advisors
Ohio
$17.1M +$16.6M +174,156 +3,257%
AG
197
Ascent Group
Virginia
$17M -$771K -8,089 -4%
PWPS
198
Pinnacle Wealth Planning Services
Ohio
$16.5M +$257K +2,695 +2%
CSP
199
Cary Street Partners
Virginia
$16.1M -$802K -8,412 -5%
T
200
Tidemark
California
$16M -$1.16M -12,134 -7%