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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 %
CB
801
Community Bank
New York
$995K +$4.73K +65 +0.5%
SCM
802
Sebold Capital Management
Illinois
$995K -$201K -2,769 -17%
TAP
803
Tounjian Advisory Partners
Florida
$991K -$46K -700 -4%
MWM
804
MBE Wealth Management
Wisconsin
$991K -$75.7K -1,042 -7%
BC
805
Brio Consultants
California
$987K +$256K +3,525 +35%
VCA
806
Verdence Capital Advisors
Maryland
$985K -$113K -1,558 -10%
CPA
807
Cardiff Park Advisors
California
$981K +$2.76K +38 +0.3%
Vanguard Group
808
Vanguard Group
Pennsylvania
$973K +$32.6K +449 +3%
SFG
809
Stonebridge Financial Group
Pennsylvania
$962K +$37.4K +515 +4%
EFG
810
Ethos Financial Group
Pennsylvania
$959K +$959K +13,194 New
TCPG
811
Trivant Custom Portfolio Group
California
$955K +$174K +2,390 +22%
FEM
812
Fulcrum Equity Management
Texas
$953K -$629K -8,659 -40%
CWS
813
Confluence Wealth Services
Pennsylvania
$953K +$581 +8 +0.1%
BTWM
814
Baker Tilly Wealth Management
Wisconsin
$953K -$7.34K -101 -0.8%
MIAS
815
Mason Investment Advisory Services
Virginia
$949K
TVM
816
True Vision MN
Minnesota
$946K -$169K -2,325 -15%
Deutsche Bank
817
Deutsche Bank
Germany
$940K +$33.3K +458 +4%
AIA
818
AssuredPartners Investment Advisors
Florida
$930K -$134K -1,844 -13%
AFWM
819
AMJ Financial Wealth Management
Virginia
$928K +$928K +12,767 New
CWMK
820
Caliber Wealth Management (Kansas)
Kansas
$927K -$574K -7,903 -38%
SL
821
SFM LLC
New Hampshire
$923K
FL
822
FreeGulliver LLC
Louisiana
$922K -$72.5K -998 -7%
RBFC
823
Roman Butler Fullerton & Co
Missouri
$919K +$39.3K +524 +4%
JSA
824
Jacobson & Schmitt Advisors
Wisconsin
$915K +$915K +12,591 New
TI
825
tru Independence
Oregon
$909K +$194K +2,664 +27%