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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 %
PCIA
576
Prime Capital Investment Advisors
Kansas
$3.08M -$1.63M -22,457 -35%
AFG
577
Atomi Financial Group
New York
$3.06M +$787K +10,823 +35%
WP
578
WealthPLAN Partners
Nebraska
$3.05M -$3.05M -41,991 -50%
First Trust Advisors
579
First Trust Advisors
Illinois
$3.03M +$37.9K +521 +1%
RPGK
580
Retirement Planning Group (Kansas)
Kansas
$3.02M -$153K -2,107 -5%
AC
581
Apella Capital
Connecticut
$3.02M +$180K +2,466 +6%
JF
582
JSF Financial
California
$3.02M +$112K +1,536 +4%
FDW
583
Fourth Dimension Wealth
Ohio
$3.01M -$226K -3,103 -7%
GT
584
Greenleaf Trust
Michigan
$3.01M
DWM
585
Dakota Wealth Management
Florida
$3M +$22.9K +315 +0.8%
LA
586
LexAurum Advisors
Kansas
$2.98M +$510K +7,016 +21%
UWM
587
USAdvisors Wealth Management
Minnesota
$2.96M +$35.3K +485 +1%
IFPG
588
Intrepid Financial Planning Group
Indiana
$2.92M -$92.2K -1,268 -3%
Comerica Bank
589
Comerica Bank
Texas
$2.91M +$818K +11,250 +39%
IPWA
590
International Private Wealth Advisors
California
$2.9M +$271K +3,722 +10%
LGA
591
Lebenthal Global Advisors
New York
$2.89M -$613K -8,430 -17%
RWB
592
RMR Wealth Builders
New Jersey
$2.89M +$4.23K +58 +0.1%
RB
593
Renasant Bank
Mississippi
$2.87M -$527K -7,254 -16%
FFO
594
Fortitude Family Office
Arizona
$2.86M +$1.8M +24,771 +171%
GS
595
GTS Securities
New York
$2.79M +$1.22M +16,780 +77%
GC
596
Gilbert & Cook
Iowa
$2.79M +$248K +3,418 +10%
MWA
597
MN Wealth Advisors
Kansas
$2.78M +$328K +4,506 +13%
JFA
598
JNBA Financial Advisors
Minnesota
$2.75M +$329K +4,522 +14%
SWMG
599
Sanchez Wealth Management Group
Florida
$2.75M +$76K +1,046 +3%
HVIA
600
Hudson Valley Investment Advisors
New York
$2.74M +$2.74M +37,666 New