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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 %
TWM
451
Trinity Wealth Management
Pennsylvania
$6.47M -$663K -9,120 -9%
AA
452
Alesco Advisors
New York
$6.38M +$1.4M +19,282 +28%
SSCM
453
Spectrum Strategic Capital Management
Oregon
$6.35M +$4.49M +61,736 +241%
ACA
454
Ascension Capital Advisors
Texas
$6.35M +$6.35M +87,329 New
BW
455
BIP Wealth
Georgia
$6.18M +$1.93M +26,523 +45%
EGA
456
E&G Advisors
Texas
$6.12M -$25.8K -355 -0.4%
MHS
457
M Holdings Securities
Oregon
$6.09M +$6.09M +83,811 New
CWM
458
Copia Wealth Management
Oregon
$6.06M +$141K +1,945 +2%
BFS
459
Bradley Foster & Sargent
Connecticut
$6.03M +$6.03M +82,928 New
Northern Trust
460
Northern Trust
Illinois
$6.01M +$90.6K +1,247 +2%
CC
461
Courier Capital
New York
$5.97M +$218K +3,004 +4%
PPW
462
Parcion Private Wealth
Washington
$5.93M +$36.5K +502 +0.6%
CWA
463
Clearview Wealth Advisors
Oregon
$5.87M -$3.21M -44,184 -35%
GKWIM
464
Gerber Kawasaki Wealth & Investment Management
California
$5.84M -$223K -3,062 -4%
CCM
465
Ciovacco Capital Management
Georgia
$5.8M +$1.63M +22,455 +39%
MFT
466
Moisand Fitzgerald Tamayo
Florida
$5.71M -$88K -1,210 -2%
HGA
467
Hobbs Group Advisors
South Carolina
$5.7M +$2.77M +38,098 +94%
SPAS
468
Spectrum Planning & Advisory Services
California
$5.7M -$10.3M -142,168 -64%
MIH
469
Meitav Investment House
Israel
$5.68M +$5.68M +78,186 New
FPAS
470
Focus Partners Advisor Solutions
Missouri
$5.68M -$714K -9,824 -11%
MCWS
471
McKinley Carter Wealth Services
West Virginia
$5.67M -$121K -1,666 -2%
TCG
472
Transcendent Capital Group
Oklahoma
$5.67M +$12.9K +178 +0.2%
HWM
473
Horizon Wealth Management
Illinois
$5.64M -$48.3M -664,772 -90%
AFP
474
Alpha Financial Partners
Kentucky
$5.57M +$342K +4,702 +7%
HSA
475
HBK Sorce Advisory
Pennsylvania
$5.53M -$41K -564 -0.7%