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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 %
BEI
301
Benjamin Edwards Inc
Missouri
$13.6M +$1.59M +21,918 +13%
AF
302
Advisornet Financial
Minnesota
$13.5M +$2.54M +34,893 +23%
IAA
303
Independent Advisor Alliance
North Carolina
$13.4M +$4.74M +65,226 +55%
GWP
304
Gen-Wealth Partners
Michigan
$13.4M -$5.53M -76,067 -29%
SSWM
305
Sheets Smith Wealth Management
North Carolina
$13.3M +$3.82M +52,497 +40%
NC
306
NovaPoint Capital
Georgia
$13.3M +$65.6K +903 +0.5%
TPBG
307
Turning Point Benefit Group
Maryland
$13.3M +$2.39M +32,481 +22%
PSFG
308
Prairie Sky Financial Group
Illinois
$13.1M +$407K +5,604 +3%
HWM
309
Hobbs Wealth Management
Indiana
$13M -$8.19M -112,667 -39%
ECA
310
Elevated Capital Advisors
Utah
$13M
TCM
311
Towercrest Capital Management
Pennsylvania
$12.9M +$404K +5,559 +3%
WC
312
Waterloo Capital
Texas
$12.9M +$828K +11,391 +7%
VA
313
Valmark Advisers
Ohio
$12.8M +$937K +12,892 +8%
ASN
314
Advisory Services Network
Georgia
$12.8M -$425K -5,723 -3%
CPIG
315
Chicago Partners Investment Group
Illinois
$12.8M +$1.21M +16,233 +10%
CAPTRUST Financial Advisors
316
CAPTRUST Financial Advisors
North Carolina
$12.8M +$2.39M +32,909 +23%
AQR Capital Management
317
AQR Capital Management
Connecticut
$12.8M +$4.52M +62,179 +55%
AWA
318
Arete Wealth Advisors
Illinois
$12.7M +$2.53M +34,808 +25%
KFSN
319
Keystone Financial Services (Nebraska)
Nebraska
$12.7M +$402K +5,530 +3%
SFS
320
Sowell Financial Services
Arkansas
$12.7M -$868K -11,940 -6%
FAIM
321
Financial Advocates Investment Management
Washington
$12.7M +$12.7M +174,230 New
VVP
322
Venture Visionary Partners
Ohio
$12.5M +$1.7M +23,414 +16%
GG
323
GenWealth Group
New Jersey
$12.5M +$213K +2,934 +2%
CF
324
Convergence Financial
Missouri
$12.4M +$593K +8,158 +5%
CAS
325
Coppell Advisory Solutions
Texas
$12.4M +$2.14M +29,640 +21%