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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.

New
Increased
Maintained
Reduced
Closed
Holders
1,340
Holders Change
+66
Holders Change %
+5.18%
% of All Funds
17.97%
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 %
ECM
426
Evergreen Capital Management
Washington
$7.37M -$2.37M -32,657 -24%
SPI
427
Sutton Place Investors
New York
$7.37M -$1.96M -26,975 -21%
AFAS
428
Acorn Financial Advisory Services
Virginia
$7.29M -$370K -5,089 -5%
BSG
429
Black Swift Group
Colorado
$7.28M +$3.58M +49,262 +97%
WCM
430
Wealthcare Capital Management
Virginia
$7.1M -$840K -11,561 -11%
CCA
431
Cooper Capital Advisors
California
$7.07M +$194K +2,662 +3%
WMR
432
Wealth Management Resources
Rhode Island
$7.01M +$496K +6,826 +8%
FWP
433
Firethorn Wealth Partners
Georgia
$7.01M -$2.8M -38,547 -29%
CWM
434
Congress Wealth Management
Massachusetts
$6.93M +$28K +385 +0.4%
CIA
435
Concurrent Investment Advisors
Florida
$6.91M +$2.14M +29,397 +45%
SFP
436
Shepherd Financial Partners
Massachusetts
$6.89M +$267K +3,680 +4%
MHB
437
Midwest Heritage Bank
Iowa
$6.88M -$106K -1,452 -2%
Empower Advisory Group
438
Empower Advisory Group
Colorado
$6.87M +$6.18M +85,084 +902%
MWAM
439
Manhattan West Asset Management
California
$6.86M -$23.2K -319 -0.3%
RFG
440
Range Financial Group
Oregon
$6.77M -$239K -3,289 -3%
RFS
441
Richardson Financial Services
Massachusetts
$6.77M +$881K +12,125 +15%
BCI
442
Blue Capital Inc
Nebraska
$6.69M +$6.69M +92,007 New
RSA
443
River Street Advisors
Illinois
$6.62M +$177K +2,429 +3%
APC
444
Aspire Private Capital
North Carolina
$6.61M +$33.1K +456 +0.5%
VAF
445
Values Added Financial
District of Columbia
$6.56M -$507K -6,969 -7%
VAG
446
VisionPoint Advisory Group
Texas
$6.55M +$6.18M +84,988 +1,664%
DLHL
447
Donald L. Hagan LLC
Florida
$6.52M +$159K +2,181 +2%
SOS
448
Silver Oak Securities
Tennessee
$6.52M -$2.12M -29,207 -25%
TIP
449
Tandem Investment Partners
New Jersey
$6.49M +$40.1K +552 +0.6%
APA
450
Astoria Portfolio Advisors
New York
$6.48M +$2.57M +34,384 +66%