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SPDR Portfolio S&P 500 ETF

1,332 hedge funds and large institutions have $50.9B invested in SPDR Portfolio S&P 500 ETF in 2025 Q2 according to their latest regulatory filings, with 141 funds opening new positions, 603 increasing their positions, 441 reducing their positions, and 55 closing their positions.

Holders
1,332
Holders Change
+58
Holders Change %
+4.55%
% of All Funds
17.89%
Holding in Top 10
281
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-1.4%
% of All Funds
3.77%
New
141
Increased
603
Reduced
441
Closed
55
Calls
$49.7M
Puts
$47.4M
Net Calls
+$2.3M
Net Calls Change
+$2.02M
Name Market Value Shares Shares
Change
Shares
Change %
Betterment LLC
1
Betterment LLC
New York
$5.37B 73,909,544 +9,008,640 +14%
Bank of America
2
Bank of America
North Carolina
$4.32B 59,401,970 +27,889,948 +89%
LPL Financial
3
LPL Financial
California
$3.25B 44,732,770 +2,772,079 +7%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$3.2B 44,200,159 +13,126,149 +42%
UIM
5
USS Investment Management
United Kingdom
$3.02B 41,572,102 +20,372,102 +96%
Creative Planning
6
Creative Planning
Kansas
$2.26B 31,140,324 +319,951 +1%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.15B 15,884,712 +1,624,308 +11%
Morgan Stanley
8
Morgan Stanley
New York
$999M 13,743,533 +2,494,974 +22%
Invesco
9
Invesco
Georgia
$768M 10,572,050 -5,665,881 -35%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$723M 9,940,516 +1,456,291 +17%
NMIFOAC
11
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$693M 9,536,000 +583,000 +7%
Osaic Holdings
12
Osaic Holdings
Arizona
$637M 9,242,895 +1,206,365 +15%
ACM
13
Advance Capital Management
Michigan
$584M 8,029,770 -2,210,193 -22%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$583M 8,025,617 -618,458 -7%
CCMG
15
Clark Capital Management Group
Pennsylvania
$551M 7,581,592 +231,161 +3%
KCM
16
Kedalion Capital Management
United Kingdom
$510M 7,014,380 +7,014,380 New
Goldman Sachs
17
Goldman Sachs
New York
$468M 6,433,969 +1,946,207 +43%
TAL
18
TIG Advisors LLC
New York
$430M 5,910,541 +5,910,541 New
OIA
19
OneDigital Investment Advisors
Kansas
$420M 5,775,966 -1,392,020 -19%
1WM
20
1900 Wealth Management
Texas
$387M 5,317,895 +192,047 +4%
Financial Engines Advisors
21
Financial Engines Advisors
California
$363M 4,991,489 +13,580 +0.3%
Ameriprise
22
Ameriprise
Minnesota
$340M 4,671,668 +73,400 +2%
GAG
23
GM Advisory Group
New York
$320M 4,406,753 +223,111 +5%
TPCW
24
TD Private Client Wealth
New York
$313M 4,312,251 +288,934 +7%
WAP
25
Wealthcare Advisory Partners
Pennsylvania
$313M 4,299,447 +536,385 +14%