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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 %
AI
751
Arvest Investments
Arkansas
$1.37M -$11.7K -161 -0.8%
RFN
752
RDA Financial Network
Iowa
$1.37M -$1.67M -22,997 -55%
KCM
753
Kathmere Capital Management
Pennsylvania
$1.35M +$1.35M +18,637 New
LCWP
754
Legacy Capital Wealth Partners
Arkansas
$1.34M -$246K -3,390 -16%
TF
755
Threadgill Financial
Texas
$1.32M -$39.1K -538 -3%
LWP
756
Laurel Wealth Planning
Minnesota
$1.32M -$653K -8,980 -33%
PCA
757
Pallas Capital Advisors
Massachusetts
$1.3M -$94.2K -1,296 -7%
PFG
758
Prosperity Financial Group
California
$1.3M +$105K +1,445 +9%
B
759
Bensler
Washington
$1.29M +$22.8K +314 +2%
CIBC Private Wealth Group
760
CIBC Private Wealth Group
Georgia
$1.29M +$282K +3,874 +28%
RCA
761
Resonant Capital Advisors
Wisconsin
$1.27M -$152K -2,088 -11%
BA
762
Bluesphere Advisors
Pennsylvania
$1.26M -$55K -756 -4%
LWMNY
763
Landmark Wealth Management (New York)
New York
$1.26M -$14.4K -198 -1%
GSEP
764
Golden State Equity Partners
California
$1.25M -$8.08M -111,113 -87%
AIM
765
Anchor Investment Management
South Carolina
$1.24M +$294K +4,044 +31%
HKIMG
766
Hutchens & Kramer Investment Management Group
Indiana
$1.23M -$337K -4,639 -22%
CPA
767
Clear Point Advisors
New York
$1.23M +$1.31K +18 +0.1%
UAG
768
United Advisor Group
Ohio
$1.22M +$38.2K +525 +3%
SWA
769
Sax Wealth Advisors
New Jersey
$1.21M -$102K -1,403 -8%
DFA
770
Davies Financial Advisors
California
$1.21M +$1.21M +16,666 New
JIP
771
Jaffetilchin Investment Partners
Florida
$1.21M -$13.7K -189 -1%
WHCI
772
W.H. Cornerstone Investments
Massachusetts
$1.21M -$728K -10,013 -38%
3F
773
360 Financial
Minnesota
$1.2M +$44.6K +614 +4%
EWA
774
EverSource Wealth Advisors
Alabama
$1.2M +$22.6K +311 +2%
VT
775
Vise Technologies
New York
$1.19M +$1.19M +16,338 New