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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
LPL Financial
1
LPL Financial
California
$4.29B +$110M +1,039,128 +3%
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.84B -$74.8M -705,297 -4%
Morgan Stanley
3
Morgan Stanley
New York
$1.73B +$842M +7,939,766 +96%
Goldman Sachs
4
Goldman Sachs
New York
$1.54B +$16.9M +159,304 +1%
AF
5
Allworth Financial
California
$1.32B +$105M +990,106 +9%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$1.19B +$21.3M +200,994 +2%
Ameriprise
7
Ameriprise
Minnesota
$1.1B +$41.7M +392,991 +4%
JP Morgan Chase
8
JP Morgan Chase
New York
$615M +$27.4M +258,138 +5%
HI
9
Horizon Investments
North Carolina
$575M +$5.58M +52,598 +1%
EH
10
Equitable Holdings
New York
$524M -$35.3M -332,630 -6%
VA
11
Valmark Advisers
Ohio
$497M +$1.72M +16,182 +0.3%
HWM
12
HB Wealth Management
Georgia
$489M +$1.33M +12,568 +0.3%
VIA
13
Vantagepoint Investment Advisers
District of Columbia
$474M -$5.09M -47,972 -1%
Raymond James Financial
14
Raymond James Financial
Florida
$430M +$6.37M +60,096 +2%
Bank of America
15
Bank of America
North Carolina
$429M +$67.7M +638,185 +19%
DWM
16
Dynasty Wealth Management
Florida
$409M +$17.2M +162,192 +4%
OWM
17
Orgel Wealth Management
Wisconsin
$394M -$14.6M -137,421 -4%
QWP
18
Quotient Wealth Partners
Texas
$394M +$16.9M +159,725 +5%
UBS Group
19
UBS Group
Switzerland
$384M -$68.9M -649,748 -15%
AA
20
Advisory Alpha
Michigan
$373M -$4.22M -39,818 -1%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$331M -$10.3M -97,256 -3%
Wells Fargo
22
Wells Fargo
California
$314M -$3.14M -29,662 -1%
AWM
23
AE Wealth Management
Kansas
$314M -$7.18M -67,734 -2%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$303M +$7.32M +69,065 +2%
WJA
25
Willis Johnson & Associates
Texas
$287M +$13M +122,190 +5%