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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 %
EAM
851
Empirical Asset Management
Massachusetts
$850K -$480K -6,799 -36%
WFS
852
WealthGarden F.S.
California
$848K -$425K -5,713 -33%
SAM
853
Synergy Asset Management
Washington
$846K +$846K +11,637 New
DADC
854
D.A. Davidson & Co
Montana
$846K +$449K +6,173 +113%
DRS
855
Deane Retirement Strategies
Louisiana
$845K -$5.38K -74 -0.6%
LWM
856
Liberty Wealth Management
California
$843K +$70.8K +974 +9%
CCM
857
Crew Capital Management
Ohio
$836K -$56.6K -779 -6%
TDC
858
Thompson Davis & Co
Virginia
$832K +$145K +2,000 +21%
VWWMG
859
Vermillion & White Wealth Management Group
Pennsylvania
$830K +$380K +5,231 +85%
EA
860
Emerald Advisors
Washington
$825K -$49.3K -678 -6%
AWM
861
Accurate Wealth Management
Florida
$819K +$39.1K +532 +5%
Wolverine Trading
862
Wolverine Trading
Illinois
$812K +$107K +1,485 +15%
GWM
863
GK Wealth Management
Nevada
$802K +$104K +1,426 +15%
Qube Research & Technologies (QRT)
864
Qube Research & Technologies (QRT)
United Kingdom
$802K -$1.66M -22,846 -67%
LWM
865
LongView Wealth Management
Georgia
$799K +$105K +1,446 +15%
LFG
866
Leverty Financial Group
Wisconsin
$799K -$4.34M -59,714 -84%
LFG
867
Lockerman Financial Group
California
$798K +$1.38K +19 +0.2%
SGI
868
Summit Global Investments
Utah
$796K +$78.9K +1,086 +11%
BFG
869
Berger Financial Group
Minnesota
$788K +$30.2K +415 +4%
KAS
870
KPP Advisory Services
Kentucky
$785K +$363 +5 +0%
HTHT
871
Hemenway Trust Hemenway Trust
New Hampshire
$784K -$3.27K -45 -0.4%
UCFA
872
United Capital Financial Advisors
Texas
$784K -$6.76K -93 -0.9%
BJL
873
Brighton Jones LLC
Washington
$779K -$23.4K -322 -3%
STFP
874
Signal Tree Financial Partners
Ohio
$774K +$27.7K +381 +4%
FPW
875
Flagship Private Wealth
Massachusetts
$771K +$1.75K +24 +0.2%