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SPDR Portfolio S&P 500 ETF

1,341 hedge funds and large institutions have $51B invested in SPDR Portfolio S&P 500 ETF in 2025 Q2 according to their latest regulatory filings, with 144 funds opening new positions, 608 increasing their positions, 442 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,341
Holders Change
+68
Holders Change %
+5.34%
% of All Funds
17.98%
Holding in Top 10
281
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-1.4%
% of All Funds
3.77%
New
144
Increased
608
Reduced
442
Closed
53
Calls
$94.4M
Puts
$67.9M
Net Calls
+$26.5M
Net Calls Change
+$26.2M
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of Nova Scotia
251
Bank of Nova Scotia
Ontario, Canada
$19.1M +$3.3M +45,350 +21%
SB
252
Strategic Blueprint
Georgia
$19.1M -$2.35M -32,316 -11%
VCM
253
Vivaldi Capital Management
Illinois
$19M -$131K -1,803 -0.7%
Kovitz Investment Group Partners
254
Kovitz Investment Group Partners
Illinois
$19M -$2.43M -33,413 -11%
AIA
255
Accelerate Investment Advisors
California
$18.8M +$907K +12,482 +5%
WCM
256
Windsor Capital Management
Arizona
$18.5M -$312K -4,297 -2%
TA
257
Tectonic Advisors
Texas
$18.4M +$588K +8,085 +3%
RFS
258
Retirement Financial Solutions
Tennessee
$18.3M -$1.07M -14,661 -6%
PIS
259
POM Investment Strategies
North Carolina
$18M +$1.72M +23,712 +11%
LAS
260
Legacy Advisory Services
Pennsylvania
$18M -$358K -4,920 -2%
National Bank of Canada
261
National Bank of Canada
Quebec, Canada
$17.6M +$13.2M +181,984 +305%
KNFPWM
262
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$17.4M +$325K +4,473 +2%
AA
263
Advisory Alpha
Michigan
$17.3M +$874K +12,021 +5%
KBFS
264
Kohmann Bosshard Financial Services
Ohio
$17.2M +$616K +8,472 +4%
Focus Partners Wealth
265
Focus Partners Wealth
Massachusetts
$16.9M +$14.3M +196,138 +537%
FFN
266
Focus Financial Network
Minnesota
$16.9M -$7.63M -104,955 -31%
RA
267
Rational Advisors
New York
$16.8M -$798K -10,978 -5%
IRC
268
Investors Research Corp
Georgia
$16.8M +$1.19M +16,437 +8%
SRSA
269
S.R. Schill & Associates
Washington
$16.7M +$430K +5,918 +3%
AI
270
Atria Investments
North Carolina
$16.7M +$655K +9,015 +4%
LSL
271
Legacy Solutions LLC
Pennsylvania
$16.5M +$782K +10,762 +5%
MA
272
Mutual Advisors
Nebraska
$16.5M -$1.44M -19,199 -8%
EWM
273
Evermay Wealth Management
Virginia
$16.4M +$6.59M +90,723 +67%
Mercer Global Advisors
274
Mercer Global Advisors
Colorado
$16.3M +$7.59M +104,458 +87%
CA
275
Calton & Associates
Florida
$16.3M +$5.16M +70,946 +46%