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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 %
RIM
526
Redwood Investment Management
Arizona
$3.91M -$3.9M -53,618 -50%
VF
527
Vestment Financial
Minnesota
$3.88M +$407K +5,579 +12%
TWP
528
Tempus Wealth Planning
California
$3.88M -$1.15M -15,868 -23%
TCA
529
Transcend Capital Advisors
New Jersey
$3.87M -$423K -5,814 -10%
SIM
530
Synergy Investment Management
Florida
$3.76M +$425K +5,852 +13%
BL
531
Balentine LLC
Georgia
$3.69M
NAM
532
NorthCrest Asset Manangement
Minnesota
$3.69M -$8.31K -113 -0.2%
LA
533
Latitude Advisors
Florida
$3.68M -$254K -3,491 -6%
HAG
534
HF Advisory Group
Maryland
$3.68M +$8.36K +115 +0.2%
NL
535
NWAM LLC
Washington
$3.68M +$1.09M +14,987 +42%
BFA
536
Bluestem Financial Advisors
Illinois
$3.67M +$8.8K +121 +0.2%
CGFA
537
Colton Groome Financial Advisors
North Carolina
$3.65M -$14.2K -195 -0.4%
CPW
538
Catalyst Private Wealth
California
$3.6M +$8.72K +120 +0.2%
CFGF
539
Compass Financial Group (Florida)
Florida
$3.58M -$22K -302 -0.6%
SPWM
540
Schrum Private Wealth Management
Florida
$3.58M +$773K +10,640 +28%
NWM
541
Napa Wealth Management
California
$3.57M -$88.1K -1,212 -2%
SB
542
Semitam Bonam
New York
$3.57M +$3.57M +49,063 New
AA
543
Armis Advisers
Georgia
$3.56M -$431K -5,908 -11%
MCA
544
MSH Capital Advisors
Arizona
$3.55M -$1.09M -15,022 -24%
BFA
545
Beacon Financial Advisory
Ohio
$3.53M -$1.02M -14,008 -22%
OSNBOA
546
Old Second National Bank of Aurora
Illinois
$3.52M +$514K +7,077 +17%
VC
547
Vicus Capital
Pennsylvania
$3.5M +$23.4K +322 +0.7%
TFM
548
Trademark Financial Management
Minnesota
$3.49M +$850K +11,691 +32%
RWM
549
Ritholtz Wealth Management
New York
$3.48M -$212K -2,915 -6%
AWA
550
Alaska Wealth Advisors
Alaska
$3.48M +$247K +3,402 +8%