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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 %
PPC
351
Park Place Capital
Alabama
$10.5M -$332K -4,563 -3%
LWMM
352
Legacy Wealth Management (Mississippi)
Mississippi
$10.5M -$67.1K -923 -0.6%
WCP
353
Wealthcare Capital Partners
Pennsylvania
$10.4M +$570K +7,835 +6%
MFS
354
Mattson Financial Services
Michigan
$10.4M +$1.39M +19,176 +15%
Geode Capital Management
355
Geode Capital Management
Massachusetts
$10.3M -$9.34M
PIA
356
Perennial Investment Advisors
California
$10.3M +$1.43M +19,673 +16%
WC
357
Westwind Capital
New Mexico
$10.3M +$611K +8,405 +6%
Pathstone Holdings
358
Pathstone Holdings
New Jersey
$10.3M +$382K +5,254 +4%
SWTS
359
Stonehaven Wealth & Tax Solutions
Wisconsin
$10.3M +$201K +2,765 +2%
SWM
360
Selective Wealth Management
Virginia
$10.2M +$1.82M +24,836 +22%
ABTD
361
Arvest Bank Trust Division
Oklahoma
$10.2M -$64.3K -885 -0.6%
MCM
362
M1 Capital Management
Michigan
$10.1M -$8.48M -116,599 -46%
SP
363
Stonebrook Private
Michigan
$10M +$382K +5,251 +4%
FPWM
364
FSB Premier Wealth Management
Iowa
$10M -$27.4K -377 -0.3%
BWFA
365
Baltimore-Washington Financial Advisors
Maryland
$9.95M -$117K -1,604 -1%
CW
366
CreativeOne Wealth
Kansas
$9.81M -$13.8M -189,772 -58%
CF
367
Centaurus Financial
California
$9.8M +$2.34M +32,188 +31%
AF
368
Apollon Financial
South Carolina
$9.77M -$724K -9,958 -7%
Susquehanna International Group
369
Susquehanna International Group
Pennsylvania
$9.76M +$8.42M +115,815 +628%
CRFG
370
Columbia River Financial Group
Washington
$9.73M -$196K -2,636 -2%
FWP
371
Forefront Wealth Partners
Texas
$9.7M -$1.68M -24,418 -15%
OLVIG
372
Oliver Lagore Vanvalin Investment Group
Michigan
$9.61M +$9.61M +146,105 New
LWANC
373
Laurel Wealth Advisors (North Carolina)
North Carolina
$9.46M +$9.33M +678,311 +7,169%
GAA
374
Guardian Asset Advisors
Pennsylvania
$9.45M +$617K +8,482 +7%
Rockefeller Capital Management
375
Rockefeller Capital Management
New York
$9.38M +$639K +8,796 +7%