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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 %
RSWM
501
Robertson Stephens Wealth Management
California
$4.62M -$1.13M -15,614 -20%
CCP
502
Cushing Capital Partners
Wisconsin
$4.56M +$611K +8,409 +15%
AP
503
Advisors Preferred
Maryland
$4.55M
TCM
504
Traynor Capital Management
Pennsylvania
$4.54M +$360K +4,950 +9%
P
505
&Partners
Tennessee
$4.5M +$2.4M +33,982 +115%
PA
506
Parallel Advisors
California
$4.48M +$2.69M +36,949 +150%
BMWM
507
Brown Miller Wealth Management
Virginia
$4.47M -$115K -1,584 -3%
FGG
508
Financial Guidance Group
Florida
$4.46M +$1.5M +20,578 +50%
CWM
509
Compass Wealth Management
Connecticut
$4.43M -$59K -812 -1%
CCG
510
Catalina Capital Group
California
$4.42M +$258K +3,552 +6%
FWM
511
Fonville Wealth Management
Virginia
$4.38M +$569K +7,825 +15%
CFS
512
Commonwealth Financial Services
West Virginia
$4.38M +$256K +3,517 +6%
MF
513
Meridian Financial
Massachusetts
$4.34M +$173K +2,376 +4%
FTUS
514
Flow Traders U.S.
New York
$4.24M -$12.9M -177,368 -75%
TF
515
Theory Financial
Colorado
$4.19M -$4.49M -60,382 -52%
MLA
516
My Legacy Advisors
Oregon
$4.13M -$3.43M -46,644 -45%
LCM
517
Lunt Capital Management
Utah
$4.1M -$1.62M -22,272 -28%
BPA
518
Beacon Pointe Advisors
California
$4.09M +$95.9K +1,319 +2%
CIAS
519
Capital Investment Advisory Services
North Carolina
$4.01M +$431K +5,936 +12%
AA
520
ACT Advisors
North Carolina
$4.01M +$25.2K +346 +0.6%
PG
521
Prostatis Group
Maryland
$3.99M -$609K -8,384 -13%
CFD
522
Creative Financial Designs
Indiana
$3.97M -$1.59M -21,814 -29%
AWM
523
Abound Wealth Management
Tennessee
$3.93M -$137K -1,885 -3%
HPA
524
High Probability Advisors
New York
$3.92M -$42.4K -583 -1%
Baird Financial Group
525
Baird Financial Group
Wisconsin
$3.92M -$315K -4,333 -7%