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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 %
CA
376
Continuum Advisory
Idaho
$9.37M +$78.4K +1,078 +0.8%
FZCM
377
Flynn Zito Capital Management
New York
$9.36M +$168K +2,312 +2%
AAS
378
Avantax Advisory Services
Texas
$9.23M -$1.92M -26,465 -17%
CWG
379
Cornerstone Wealth Group
North Carolina
$9.18M +$2.67M +36,787 +41%
AWMNH
380
Arcadia Wealth Management (New Hampshire)
New Hampshire
$9.17M +$103K +1,415 +1%
SPIA
381
Steward Partners Investment Advisory
New York
$9.05M +$297K +4,088 +3%
TFA
382
Transamerica Financial Advisors
Florida
$9.02M +$108K +1,492 +1%
MOS
383
MGO One Seven
Ohio
$8.98M +$28.3K +389 +0.3%
TWM
384
Tradition Wealth Management
Minnesota
$8.91M -$5.97M -82,133 -40%
BOC
385
Bull Oak Capital
California
$8.9M -$452K -6,215 -5%
SA
386
Strategic Advisors
New York
$8.8M +$277K +3,806 +3%
DC
387
Davenport & Co
Virginia
$8.7M +$4.33M +59,624 +99%
ODA
388
One Degree Advisors
California
$8.66M +$300K +4,125 +4%
APWA
389
Atlas Private Wealth Advisors
New Jersey
$8.65M +$203K +2,789 +2%
AAS
390
Asset Allocation Strategies
Michigan
$8.65M +$5.62M +77,309 +186%
CWA
391
Clarus Wealth Advisors
Arizona
$8.62M +$122K +1,674 +1%
NGA
392
Naples Global Advisors
Florida
$8.6M +$1.03M +14,175 +14%
SWM
393
StoneCrest Wealth Management
Arizona
$8.56M +$286K +3,929 +3%
CAG
394
Csenge Advisory Group
Florida
$8.46M +$1.8M +25,965 +27%
KWM
395
Kingsview Wealth Management
Oregon
$8.44M +$491K +6,750 +6%
Jane Street
396
Jane Street
New York
$8.4M +$1.96M +26,926 +30%
LRWM
397
Lord & Richards Wealth Management
Colorado
$8.38M +$1.19M +16,307 +16%
GSWM
398
Golden State Wealth Management
California
$8.36M +$356K +4,899 +4%
Bank of Montreal
399
Bank of Montreal
Ontario, Canada
$8.35M +$3.07M +42,296 +58%
VPF
400
Vantage Point Financial
Illinois
$8.31M +$2.68M +36,929 +48%