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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 %
TPWA
726
Twin Peaks Wealth Advisors
California
$1.58M +$64.4K +851 +4%
SWM
727
Silverlake Wealth Management
Vermont
$1.56M +$1.3M +17,934 +507%
Envestnet Portfolio Solutions
728
Envestnet Portfolio Solutions
Illinois
$1.56M -$2.25M -30,941 -59%
LIA
729
LBMC Investment Advisors
Tennessee
$1.53M -$853K -11,733 -36%
RCA
730
Ranch Capital Advisors
Florida
$1.53M +$10.4K +143 +0.7%
CFG
731
Cooper Financial Group
California
$1.53M -$2.83M -38,955 -65%
MC
732
Moors & Cabot
Massachusetts
$1.5M -$61.6K -848 -4%
EC
733
Estate Counselors
Wisconsin
$1.49M +$685K +9,430 +85%
CWM
734
CIBC World Markets
New York
$1.49M +$4.58K +63 +0.3%
BTWM
735
Brass Tax Wealth Management
Ohio
$1.49M -$74.9K -1,030 -5%
ISFAN
736
Investor's Fiduciary Advisor Network
Washington
$1.49M -$1.63M -22,438 -52%
NG
737
Norden Group
Utah
$1.49M +$94.3K +1,297 +7%
HH
738
Hilltop Holdings
Texas
$1.48M +$200K +2,748 +16%
CA
739
CGN Advisors
Kansas
$1.47M -$4.94K -68 -0.3%
GA
740
GoalVest Advisory
New York
$1.46M -$23.5K -323 -2%
BFG
741
Bleakley Financial Group
New Jersey
$1.45M +$147K +2,023 +11%
CWP
742
Concord Wealth Partners
Virginia
$1.45M +$174K +2,387 +14%
CAMV
743
Concord Asset Management (Virginia)
Virginia
$1.45M +$246K +3,389 +20%
FCC
744
Flower City Capital
New York
$1.41M
SMC
745
Smith, Moore & Co
Missouri
$1.41M -$10K -138 -0.7%
WPW
746
Watershed Private Wealth
Illinois
$1.4M -$86.9K -1,196 -6%
WMWM
747
Wilkins Miller Wealth Management
Alabama
$1.39M +$209K +2,869 +18%
AWA
748
Acorn Wealth Advisors
Michigan
$1.39M +$1.39M +19,141 New
TA
749
TFG Advisers
Michigan
$1.39M +$70.7K +973 +5%
OGF
750
Orin Green Financial
California
$1.38M