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SPDR Portfolio S&P 500 ETF

1,333 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, 604 increasing their positions, 441 reducing their positions, and 54 closing their positions.

Holders
1,333
Holders Change
+59
Holders Change %
+4.63%
% of All Funds
17.9%
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
604
Reduced
441
Closed
54
Calls
$49.7M
Puts
$47.4M
Net Calls
+$2.3M
Net Calls Change
+$2.02M
Name Market Value Shares Shares
Change
Shares
Change %
AF
301
Advisornet Financial
Minnesota
$13.5M 186,322 +34,893 +23%
IAA
302
Independent Advisor Alliance
North Carolina
$13.4M 184,594 +65,226 +55%
GWP
303
Gen-Wealth Partners
Michigan
$13.4M 183,870 -76,067 -29%
SSWM
304
Sheets Smith Wealth Management
North Carolina
$13.3M 183,225 +52,497 +40%
NC
305
NovaPoint Capital
Georgia
$13.3M 182,976 +903 +0.5%
TPBG
306
Turning Point Benefit Group
Maryland
$13.3M 179,949 +32,481 +22%
PSFG
307
Prairie Sky Financial Group
Illinois
$13.1M 180,872 +5,604 +3%
HWM
308
Hobbs Wealth Management
Indiana
$13M 178,990 -112,667 -39%
ECA
309
Elevated Capital Advisors
Utah
$13M 197,581
TCM
310
Towercrest Capital Management
Pennsylvania
$12.9M 177,853 +5,559 +3%
WC
311
Waterloo Capital
Texas
$12.9M 177,799 +11,391 +7%
VA
312
Valmark Advisers
Ohio
$12.8M 176,445 +12,892 +8%
ASN
313
Advisory Services Network
Georgia
$12.8M 172,286 -5,723 -3%
CPIG
314
Chicago Partners Investment Group
Illinois
$12.8M 171,601 +16,233 +10%
CAPTRUST Financial Advisors
315
CAPTRUST Financial Advisors
North Carolina
$12.8M 175,705 +32,909 +23%
AQR Capital Management
316
AQR Capital Management
Connecticut
$12.8M 175,699 +62,179 +55%
AWA
317
Arete Wealth Advisors
Illinois
$12.7M 175,104 +34,808 +25%
KFSN
318
Keystone Financial Services (Nebraska)
Nebraska
$12.7M 175,002 +5,530 +3%
SFS
319
Sowell Financial Services
Arkansas
$12.7M 174,714 -11,940 -6%
FAIM
320
Financial Advocates Investment Management
Washington
$12.7M 174,230 +174,230 New
VVP
321
Venture Visionary Partners
Ohio
$12.5M 171,818 +23,414 +16%
GG
322
GenWealth Group
New Jersey
$12.5M 171,512 +2,934 +2%
CF
323
Convergence Financial
Missouri
$12.4M 170,896 +8,158 +5%
CAS
324
Coppell Advisory Solutions
Texas
$12.4M 171,674 +29,640 +21%
O3W
325
Omni 360 Wealth
New Jersey
$12.4M 170,484 -5,582 -3%