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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 %
AAS
626
Ameritas Advisory Services
Nebraska
$2.36M -$465K -6,391 -16%
AWM
627
Axxcess Wealth Management
California
$2.36M +$864K +11,884 +58%
IWS
628
Integrity Wealth Solutions
Colorado
$2.34M +$126K +1,730 +6%
BCFS
629
Butensky & Cohen Financial Security
Florida
$2.29M +$78.9K +1,086 +4%
VCP
630
Verus Capital Partners
Arizona
$2.29M +$1.76M +24,195 +332%
BTD
631
BankPlus Trust Department
Mississippi
$2.28M +$2.28M +31,350 New
PFA
632
Pinnacle Family Advisors
Missouri
$2.28M -$651K -8,959 -22%
OCM
633
One Capital Management
California
$2.26M -$5.59M -76,919 -71%
MPCL
634
My Personal CFO LLC
Washington
$2.25M
SWM
635
SK Wealth Management
Rhode Island
$2.25M +$331K +4,508 +17%
CCM
636
Condor Capital Management
New Jersey
$2.24M -$56.2K -773 -2%
YIA
637
YHB Investment Advisors
Connecticut
$2.23M -$545K -7,491 -20%
BWG
638
Beta Wealth Group
California
$2.21M -$7.54M -103,718 -77%
CPL
639
CAP Partners LLC
Tennessee
$2.2M -$1.88M -25,813 -46%
RIA
640
Realta Investment Advisors
Delaware
$2.2M +$391K +5,385 +22%
MCM
641
MAI Capital Management
Ohio
$2.19M +$31K +426 +1%
SFG
642
Sterling Financial Group
California
$2.18M
KCFA
643
Key Client Fiduciary Advisors
New Jersey
$2.17M +$239K +3,282 +12%
CWM
644
Connecticut Wealth Management
Connecticut
$2.15M -$74.9K -1,031 -3%
SS
645
SBI Securities
Japan
$2.13M +$196K +2,699 +10%
FWI
646
Facet Wealth Inc
Maryland
$2.13M -$289K -3,886 -12%
KWA
647
Kingswood Wealth Advisors
California
$2.12M +$353K +4,850 +20%
NAS
648
Nicolet Advisory Services
Wisconsin
$2.12M +$892K +12,197 +73%
KCPG
649
Kavar Capital Partners Group
Kansas
$2.12M
NW
650
NewEdge Wealth
Pennsylvania
$2.11M +$382K +5,133 +22%