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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 %
AIS
601
American Investment Services
Massachusetts
$2.72M -$63K -866 -2%
MWM
602
Mission Wealth Management
California
$2.7M +$2.7M +37,141 New
MWM
603
MFG Wealth Management
Indiana
$2.69M -$29.1K -400 -1%
AWA
604
Arkadios Wealth Advisors
Georgia
$2.68M +$13.2K +181 +0.5%
AWM
605
Arista Wealth Management
Nevada
$2.68M +$20.5K +282 +0.8%
QAM
606
Q3 Asset Management
Michigan
$2.67M -$24.6K -339 -0.9%
AWM
607
Apollon Wealth Management
South Carolina
$2.66M +$1.69M +23,293 +175%
SL
608
SWMG LLC
Texas
$2.62M +$1.87M +24,930 +247%
WCA
609
Westover Capital Advisors
Delaware
$2.61M +$10K +138 +0.4%
TAM
610
Titleist Asset Management
Texas
$2.61M +$419K +5,763 +19%
SIM
611
Stratos Investment Management
Ohio
$2.61M -$296K -4,074 -10%
WFAG
612
Worth Financial Advisory Group
North Carolina
$2.6M -$15.1K -208 -0.6%
PTC
613
Private Trust Company
Ohio
$2.57M -$195K -2,681 -7%
SDWMA
614
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.55M +$81.8K +1,126 +3%
CMBA
615
C.M. Bidwell & Associates
Hawaii
$2.51M +$382K +5,262 +18%
TF
616
Trek Financial
Arizona
$2.5M +$180K +2,479 +8%
EWA
617
EP Wealth Advisors
California
$2.48M +$1.47M +20,264 +146%
AAG
618
Armstrong Advisory Group
Massachusetts
$2.47M -$70.1M -964,838 -97%
AAS
619
Annex Advisory Services
Wisconsin
$2.46M -$85K -1,170 -3%
EPM
620
Elm Partners Management
Pennsylvania
$2.45M -$6.91M -95,035 -74%
Renaissance Technologies
621
Renaissance Technologies
New York
$2.44M +$2.44M +33,628 New
PGWM
622
Pitti Group Wealth Management
New York
$2.44M +$41.2K +567 +2%
GLR
623
Great Lakes Retirement
Ohio
$2.44M -$1.03M -14,223 -30%
VWM
624
Vivid Wealth Management
Iowa
$2.41M +$59K +812 +3%
FIM
625
Freedom Investment Management
Connecticut
$2.41M -$74.1K -1,019 -3%