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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 %
Twin Tree Management
276
Twin Tree Management
Texas
$16.3M +$16.3M +223,647 New
CA
277
CoreCap Advisors
Michigan
$16.2M -$265K -3,640 -2%
WWP
278
Wise Wealth Partners
Arizona
$16M +$10.9M +150,135 +215%
AIC
279
Archer Investment Corporation
Indiana
$15.7M +$951K +13,078 +6%
RC
280
RBF Capital
California
$15.6M
ACS
281
Archford Capital Strategies
Illinois
$15.5M +$1.8M +24,776 +13%
Truist Financial
282
Truist Financial
North Carolina
$15.5M -$1.39M -19,171 -8%
MWM
283
Maripau Wealth Management
Indiana
$15.3M -$2.59M -35,366 -14%
BCA
284
Bay Capital Advisors
Virginia
$15M +$553K +7,614 +4%
AF
285
Abound Financial
California
$15M -$57.6K -792 -0.4%
T
286
Tidemark
California
$14.9M -$6.39M -87,937 -30%
RW
287
Ridgeline Wealth
Arizona
$14.9M -$1M -13,793 -6%
GWP
288
Gateway Wealth Partners
Wisconsin
$14.9M +$1.49M +20,557 +11%
MWA
289
Merkkuri Wealth Advisors
New York
$14.5M +$2.67M +36,696 +23%
TL
290
Tradewinds LLC
North Carolina
$14.5M +$14.5M +199,609 New
SW
291
SkyOak Wealth
Michigan
$14.5M +$34.5K +475 +0.2%
BFA
292
Brown Financial Advisors
Ohio
$14.5M +$217K +2,989 +2%
CA
293
Capital Advantage
California
$14.4M +$1.31M +18,089 +10%
NIA
294
NBZ Investment Advisors
Tennessee
$14.3M +$117K +1,605 +0.8%
VBFP
295
Valtinson Bruner Financial Planning
Minnesota
$14.1M +$2.44M +33,625 +21%
UAS
296
United Asset Strategies
New York
$14.1M -$507K -6,981 -3%
CA
297
CSM Advisors
Pennsylvania
$13.9M -$23.3M -320,796 -63%
MWM
298
Moulton Wealth Management
Washington
$13.7M +$13.7M +186,043 New
MERSOM
299
Municipal Employees' Retirement System of Michigan
Michigan
$13.7M
MCC
300
Money Concepts Capital
Florida
$13.6M +$5.82M +80,049 +74%