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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 %
LWMM
351
Legacy Wealth Management (Mississippi)
Mississippi
$10.5M 143,893 -923 -0.6%
WCP
352
Wealthcare Capital Partners
Pennsylvania
$10.4M 143,554 +7,835 +6%
MFS
353
Mattson Financial Services
Michigan
$10.4M 143,269 +19,176 +15%
Geode Capital Management
354
Geode Capital Management
Massachusetts
PIA
355
Perennial Investment Advisors
California
$10.3M 141,967 +19,673 +16%
WC
356
Westwind Capital
New Mexico
$10.3M 141,826 +8,405 +6%
Pathstone Holdings
357
Pathstone Holdings
New Jersey
$10.3M 141,702 +5,254 +4%
SWTS
358
Stonehaven Wealth & Tax Solutions
Wisconsin
$10.3M 141,190 +2,765 +2%
SWM
359
Selective Wealth Management
Virginia
$10.2M 139,360 +24,836 +22%
ABTD
360
Arvest Bank Trust Division
Oklahoma
$10.2M 140,248 -885 -0.6%
MCM
361
M1 Capital Management
Michigan
$10.1M 139,615 -116,599 -46%
SP
362
Stonebrook Private
Michigan
$10M 138,191 +5,251 +4%
FPWM
363
FSB Premier Wealth Management
Iowa
$10M 138,171 -377 -0.3%
BWFA
364
Baltimore-Washington Financial Advisors
Maryland
$9.95M 136,906 -1,604 -1%
CW
365
CreativeOne Wealth
Kansas
$9.81M 134,997 -189,772 -58%
CF
366
Centaurus Financial
California
$9.8M 134,831 +32,188 +31%
AF
367
Apollon Financial
South Carolina
$9.77M 134,471 -9,958 -7%
CRFG
368
Columbia River Financial Group
Washington
$9.73M 131,033 -2,636 -2%
FWP
369
Forefront Wealth Partners
Texas
$9.7M 140,642 -24,418 -15%
OLVIG
370
Oliver Lagore Vanvalin Investment Group
Michigan
$9.61M 146,105 +146,105 New
LWANC
371
Laurel Wealth Advisors (North Carolina)
North Carolina
$9.46M 687,773 +678,311 +7,169%
GAA
372
Guardian Asset Advisors
Pennsylvania
$9.45M 130,049 +8,482 +7%
Rockefeller Capital Management
373
Rockefeller Capital Management
New York
$9.38M 129,109 +8,796 +7%
CA
374
Continuum Advisory
Idaho
$9.37M 128,930 +1,078 +0.8%
FZCM
375
Flynn Zito Capital Management
New York
$9.36M 128,780 +2,312 +2%