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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 %
RFN
676
Redwood Financial Network
Ohio
$1.9M -$11.6K -159 -0.6%
FI
677
FWG Investments
Kentucky
$1.9M -$310K -4,261 -14%
ES
678
ETF Store
Kansas
$1.88M +$39.1K +538 +2%
TA
679
TrueWealth Advisors
Alabama
$1.88M +$77.1K +1,061 +4%
BWMG
680
Barnes Wealth Management Group
California
$1.88M +$219K +3,017 +13%
GF
681
Gries Financial
Ohio
$1.88M -$96.4K -1,326 -5%
VIM
682
Vista Investment Management
Pennsylvania
$1.87M -$8.51K -117 -0.5%
FA
683
Fermata Advisors
California
$1.86M -$507K -6,978 -21%
PIA
684
Pinion Investment Advisors
Kansas
$1.86M -$2.02M -27,813 -52%
RWPA
685
Richard W. Paul & Associates
Michigan
$1.86M +$322K +4,432 +21%
VAMG
686
Voisard Asset Management Group
Michigan
$1.85M -$325K -4,475 -15%
TCFP
687
Treasure Coast Financial Planning
Florida
$1.85M -$4.14K -57 -0.2%
CAG
688
Crestwood Advisors Group
Massachusetts
$1.85M +$244K +3,351 +15%
FC
689
Fulcrum Capital
Washington
$1.84M
RCWM
690
Red Crane Wealth Management
California
$1.83M -$3.71K -51 -0.2%
CFP
691
Cascade Financial Partners
California
$1.83M -$5.67K -78 -0.3%
Koshinski Asset Management
692
Koshinski Asset Management
Illinois
$1.82M +$36.4K +501 +2%
SWM
693
Segment Wealth Management
Texas
$1.8M +$1.15M +15,765 +175%
HS
694
Horan Securities
United States
$1.79M +$1.79M +24,623 New
HFO
695
Heritage Family Offices
Arizona
$1.79M
HAM
696
Harmony Asset Management
Arizona
$1.79M
EWA
697
Exencial Wealth Advisors
Oklahoma
$1.78M +$1.51M +20,739 +553%
SPA
698
Sentinel Pension Advisors
Massachusetts
$1.78M -$218 -3 -0%
AFS
699
Access Financial Services
Minnesota
$1.77M +$29.1K +400 +2%
MIFH
700
Migdal Insurance & Financial Holdings
Israel
$1.77M +$138K +1,900 +8%