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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 %
NFG
701
Nations Financial Group
Iowa
$1.75M -$9.96K -137 -0.6%
SAM
702
Secure Asset Management
Michigan
$1.75M -$172K -2,362 -9%
SB
703
SIG Brokerage
New York
$1.74M
NIWA
704
New Insight Wealth Advisors
California
$1.74M +$68.8K +946 +4%
JSW
705
Journey Strategic Wealth
New Jersey
$1.74M -$116K -1,601 -6%
IA
706
Insight Advisors
Pennsylvania
$1.73M -$945 -13 -0.1%
TWG
707
The Wealth Group
Minnesota
$1.73M +$1.73M +23,821 New
Neuberger Berman Group
708
Neuberger Berman Group
New York
$1.73M +$1.02M +14,005 +143%
WIC
709
Woodmont Investment Counsel
Tennessee
$1.72M
BNP Paribas Financial Markets
710
BNP Paribas Financial Markets
France
$1.7M -$3.78M -52,024 -69%
HFP
711
Holistic Financial Partners
Indiana
$1.7M +$1.7M +23,328 New
SSW
712
Stone Summit Wealth
Florida
$1.69M -$91.2K -1,254 -5%
EAM
713
Evanson Asset Management
California
$1.68M +$294K +4,042 +21%
PFM
714
Potomac Fund Management
Florida
$1.68M +$1.68M +22,930 New
RFP
715
Root Financial Partners
California
$1.66M -$137K -1,882 -8%
CCM
716
Coldstream Capital Management
Washington
$1.65M -$159K -2,182 -9%
FF
717
Foronjy Financial
California
$1.65M +$1.65M +22,637 New
CTFG
718
Capstone Triton Financial Group
Oklahoma
$1.63M +$1.63M +22,444 New
RIA
719
Regal Investment Advisors
Michigan
$1.63M +$1.63M +22,372 New
HA
720
Hofer & Associates
California
$1.62M +$594K +8,169 +58%
SPC
721
Spirepoint Private Client
Florida
$1.61M +$20.1K +276 +1%
CAM
722
Cobblestone Asset Management
Virginia
$1.6M -$208K -2,862 -12%
WT
723
Whittier Trust
California
$1.59M -$765K -10,528 -33%
SI
724
Shaker Investments
Ohio
$1.58M +$76.7K +1,055 +5%
SPC
725
Sigma Planning Corp
Michigan
$1.58M -$51.5K -708 -3%