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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 %
PFA
776
Professional Financial Advisors
Nebraska
$1.18M -$218K -2,993 -16%
QWM
777
Quadcap Wealth Management
Texas
$1.18M -$3.2K -44 -0.3%
RWA
778
Redhawk Wealth Advisors
Minnesota
$1.17M -$41M -563,630 -97%
FWM
779
Fingerlakes Wealth Management
New York
$1.15M -$65.2K -897 -5%
LBC
780
Leigh Baldwin & Co
New York
$1.15M -$49.5K -681 -4%
CTWM
781
Cherry Tree Wealth Management
Minnesota
$1.14M -$69.8K -960 -6%
FMN
782
Financial Management Network
California
$1.12M +$11.8K +161 +1%
FA
783
FSA Advisors
Michigan
$1.1M -$108K -1,490 -9%
KWS
784
Keystone Wealth Services
California
$1.09M +$1.09M +15,000 New
WIP
785
WealthCare Investment Partners
Rhode Island
$1.09M +$8.46K +115 +0.8%
SWA
786
Serenus Wealth Advisors
California
$1.08M
MAFA
787
MJT & Associates Financial Advisory
Minnesota
$1.08M -$17.2K -237 -2%
SFM
788
Signet Financial Management
New Jersey
$1.07M -$5.82K -80 -0.5%
ZI
789
ZEGA Investments
Florida
$1.07M +$356K +4,893 +50%
RPCONE
790
Retirement Planning Company of New England
Rhode Island
$1.05M +$120K +1,646 +13%
CJ
791
Caitlin John
Michigan
$1.05M +$745K +10,254 +243%
WFA
792
Wells Financial Advisors
Massachusetts
$1.05M -$42.2K -580 -4%
EWM
793
Evolution Wealth Management
Florida
$1.04M +$1.04M +14,257 New
CAM
794
Cresset Asset Management
Illinois
$1.03M +$176K +2,425 +21%
NF
795
Nikulski Financial
Iowa
$1.03M -$15.3K -210 -1%
TF
796
TLWM Financial
Texas
$1.03M -$6.54K -90 -0.6%
DAS
797
Diversify Advisory Services
Utah
$1.02M +$706K +9,341 +222%
NRG
798
Nemes Rush Group
Michigan
$1.01M +$568K +7,813 +127%
AWM
799
Avior Wealth Management
Nebraska
$1.01M -$34.5K -474 -3%
EFG
800
Embree Financial Group
Illinois
$1.01M +$4.22K +58 +0.4%