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SPDR Portfolio S&P 500 ETF

1,340 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, 607 increasing their positions, 442 reducing their positions, and 54 closing their positions.

Holders
1,340
Holders Change
+66
Holders Change %
+5.18%
% of All Funds
17.99%
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
607
Reduced
442
Closed
54
Calls
$94.4M
Puts
$67.9M
Net Calls
+$26.5M
Net Calls Change
+$26.2M
Name Holding Trade Value Shares
Change
Shares
Change %
HBS
401
Howard Bailey Securities
Indiana
$8.3M -$246K -3,390 -3%
MFA
402
Morling Financial Advisors
California
$8.28M -$37.6K -517 -0.5%
GWANC
403
Guardian Wealth Advisors (North Carolina)
North Carolina
$8.25M +$1.91M +26,261 +30%
LCC
404
Lincoln Capital Corp
Rhode Island
$8.22M +$993K +13,661 +14%
MSAM
405
Moloney Securities Asset Management
Missouri
$8.12M +$738K +10,155 +10%
JCFM
406
JBR Co Financial Management
Oklahoma
$8.11M +$615K +8,459 +8%
ATPW
407
Ashton Thomas Private Wealth
Arizona
$8.1M -$907K -12,484 -10%
AWA
408
ARQ Wealth Advisors
Arizona
$7.98M
CIC
409
Cutler Investment Counsel
Oregon
$7.97M +$799K +10,991 +11%
PW
410
Paladin Wealth
Minnesota
$7.91M +$375K +5,165 +5%
TWP
411
Triad Wealth Partners
Kansas
$7.89M +$762K +10,482 +11%
OMC
412
Old Mission Capital
Illinois
$7.8M +$1.19M +16,416 +18%
BWM
413
BlackDiamond Wealth Management
New York
$7.79M +$653K +8,988 +9%
TIM
414
Tortoise Investment Management
New York
$7.78M +$362K +4,979 +5%
PFGIA
415
Patriot Financial Group Insurance Agency
Massachusetts
$7.77M -$2.17M -29,807 -22%
ULWM
416
Upper Left Wealth Management
Florida
$7.77M +$904K +12,435 +13%
MA
417
MKT Advisors
California
$7.74M +$2.55M +35,094 +49%
TVWM
418
Tower View Wealth Management
Wisconsin
$7.73M +$494K +6,800 +7%
BBPWM
419
Blue Bell Private Wealth Management
Pennsylvania
$7.72M +$1.77M +24,374 +30%
MAM
420
MMA Asset Management
Pennsylvania
$7.71M +$152K +2,088 +2%
MWM
421
Meridian Wealth Management
Kentucky
$7.67M +$386K +5,313 +5%
T
422
Transce3nd
Texas
$7.6M +$200K +2,735 +3%
RWP
423
RWA Wealth Partners
Massachusetts
$7.55M +$7.08M +97,436 +1,515%
William Blair & Company
424
William Blair & Company
Illinois
$7.51M +$82.4K +1,133 +1%
WAM
425
Worth Asset Management
Texas
$7.4M +$230K +3,169 +3%