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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 %
FP
826
Fiduciary Planning
Florida
$904K -$8.87K -122 -1%
PTP
827
Platform Technology Partners
New York
$904K +$22.8K +313 +3%
CA
828
Clearstead Advisors
Ohio
$903K +$32.8K +451 +4%
CFG
829
Copley Financial Group
California
$901K -$53.6K -737 -6%
RWM
830
Rockwood Wealth Management
Pennsylvania
$900K +$166K +2,289 +23%
BFA
831
Blueprint Financial Advisors
North Carolina
$899K +$4K +55 +0.4%
RFA
832
Resurgent Financial Advisors
Georgia
$899K -$783K -10,773 -47%
IFPL
833
Investments & Financial Planning LLC
Kentucky
$894K -$3.27K -45 -0.4%
FWM
834
FSR Wealth Management
Illinois
$893K -$77.3K -1,063 -8%
KPWS
835
Kestra Private Wealth Services
Texas
$893K +$150K +2,058 +20%
CAL
836
Capital Advisors Ltd
Ohio
$891K +$7.77K +107 +0.9%
SA
837
Stewardship Advisors
Pennsylvania
$888K -$133K -1,825 -13%
SWA
838
Stratos Wealth Advisors
Ohio
$882K -$51.3K -705 -5%
LMKC
839
L.M. Kohn & Company
Ohio
$875K +$47.8K +657 +6%
DC
840
Destiny Capital
Colorado
$874K +$22.5K +310 +3%
FOA
841
Five Oceans Advisors
California
$866K +$95.8K +1,318 +12%
SFC
842
Summit Financial Consulting
Michigan
$866K -$313K -4,302 -27%
AG
843
AlTi Global
New York
$866K +$436 +6 +0.1%
PIAS
844
PCA Investment Advisory Services
Ohio
$864K +$59.2K +814 +7%
Fisher Asset Management
845
Fisher Asset Management
Washington
$863K -$405K -5,576 -32%
CPRC
846
Consolidated Portfolio Review Corp
New York
$861K +$110K +1,507 +15%
Squarepoint
847
Squarepoint
New York
$857K +$857K +11,794 New
NLWP
848
Next Level Wealth Planning
Idaho
$855K
BI
849
Beckerman Institutional
New Jersey
$854K
ARC
850
Advisor Resource Council
Texas
$851K -$12.8M -175,845 -94%