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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
16.3%
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
IA
201
IFG Advisory
Georgia
$20.5M +$3.68M +34,713 +22%
MGIA
202
Moneta Group Investment Advisors
Missouri
$20.4M -$497K -4,690 -2%
TW
203
Tempo Wealth
Ohio
$19.7M +$19.6M +185,004 New
PWPS
204
Pinnacle Wealth Planning Services
Ohio
$19.7M +$560K +5,281 +3%
NL
205
Navalign LLC
California
$19.1M -$909K -8,574 -5%
RWA
206
Rooted Wealth Advisors
Illinois
$19.1M +$2.39M +22,585 +14%
OL
207
Optas LLC
Texas
$19M -$1.16M -10,958 -6%
IFG
208
Independent Financial Group
California
$18.9M +$1.79M +16,856 +11%
CF
209
Centaurus Financial
California
$18.6M +$70.1K +661 +0.4%
Ensign Peak Advisors
210
Ensign Peak Advisors
Utah
$18.6M -$3.14M -29,600 -15%
GWM
211
Gibbs Wealth Management
Georgia
$18.2M -$867K -8,179 -5%
CWM
212
Cornerstone Wealth Management
Missouri
$18.2M +$1.25M +11,773 +7%
DI
213
Diligent Investors
California
$18M -$666K -6,284 -4%
TC
214
Trilogy Capital
California
$18M +$9.96K +94 +0.1%
ACA
215
Alpha Capital Advisors
Maine
$17.6M +$17.3M +162,821 New
VPP
216
Vertex Planning Partners
Illinois
$17M -$58.2K -549 -0.3%
FGAM
217
Financial Gravity Asset Management
Texas
$16.5M +$408K +3,847 +3%
PC
218
Pecaut & Co
Iowa
$16.5M -$606K -5,718 -4%
WA
219
Win Advisors
Florida
$16.5M +$11.5M +108,689 +237%
M&T Bank
220
M&T Bank
New York
$16.5M +$39.1K +369 +0.2%
FWM
221
Foguth Wealth Management
Michigan
$16.3M +$16.2M +152,437 New
Lido Advisors
222
Lido Advisors
California
$16.2M +$3.23M +30,516 +25%
HPC
223
Hobart Private Capital
North Carolina
$16.1M -$378K -3,564 -2%
BLWM
224
Bucket List Wealth Management
Florida
$16M +$15.9M +150,165 New
CSP
225
Cary Street Partners
Virginia
$15.8M -$1.03M -9,692 -6%