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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 %
LCGC
476
Legacy Capital Group California
California
$5.46M +$884K +12,163 +19%
JGIA
477
Jackson Grant Investment Advisers
Connecticut
$5.34M +$41.7K +574 +0.8%
MT
478
Midwest Trust
Kansas
$5.3M +$5.3M +72,873 New
TFG
479
Tilson Financial Group
New Jersey
$5.21M -$107K -1,467 -2%
KCM
480
Kanawha Capital Management
Virginia
$5.18M +$63.7K +877 +1%
BIG
481
Bush Investment Group
Georgia
$5.14M -$3.41M -46,846 -40%
LI
482
LifeWealth Investments
Florida
$5.13M +$638K +8,772 +14%
EFL
483
ERn Financial LLC
Wisconsin
$5.13M +$248K +3,411 +5%
SPWG
484
Syntegra Private Wealth Group
Missouri
$5.13M -$469K -6,446 -8%
BF
485
Brogan Financial
Tennessee
$5.12M +$230K +3,162 +5%
MWM
486
Modera Wealth Management
New Jersey
$5.01M -$87.2K -1,199 -2%
JWCA
487
J.W. Cole Advisors
Florida
$5.01M +$3.61M +49,674 +258%
MSRI
488
Michael S. Ryan Inc
New York
$4.94M -$7.41M -101,971 -60%
T
489
TrueFG
Texas
$4.89M +$113K +1,548 +2%
GM
490
GeoWealth Management
Illinois
$4.78M +$233K +3,202 +5%
Citigroup
491
Citigroup
New York
$4.77M +$4.2M +57,831 +738%
BIG
492
Brookwood Investment Group
Arizona
$4.77M +$778K +10,704 +19%
EFG
493
Elios Financial Group
Ohio
$4.75M -$2.67M -36,685 -36%
BFA
494
Beaumont Financial Advisors
Massachusetts
$4.75M -$260K -3,581 -5%
FSA
495
Financial Security Advisor
Virginia
$4.71M +$1.96K +27 +0%
PWM
496
Perigon Wealth Management
California
$4.7M +$456K +6,269 +11%
LA
497
Lifeworks Advisors
Michigan
$4.68M -$35.8K -493 -0.8%
MAM
498
Madison Asset Management
Wisconsin
$4.64M -$64.5K -888 -1%
VRM
499
Vectors Research Management
New York
$4.63M -$283K -3,897 -6%
PSCM
500
Per Stirling Capital Management
Texas
$4.62M +$194K +2,663 +4%