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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 %
AF
926
Allworth Financial
California
$613K +$119K +1,639 +24%
BRWA
927
B. Riley Wealth Advisors
Florida
$611K +$611K +8,406 New
SFG
928
Sovereign Financial Group
Connecticut
$602K -$11.4K -157 -2%
SFO
929
Stokes Family Office
Louisiana
$599K +$599K +8,245 New
CNBOF
930
City National Bank of Florida
Florida
$598K
CB
931
Chris Bulman
California
$595K -$200K -2,747 -25%
HNW
932
High Note Wealth
Minnesota
$595K +$11.8K +163 +2%
MWM
933
MGB Wealth Management
Texas
$586K +$12.9K +178 +2%
KeyBank National Association
934
KeyBank National Association
Ohio
$586K -$23.2K -319 -4%
EFA
935
Evernest Financial Advisors
Indiana
$585K +$15.3K +210 +3%
LAM
936
LOM Asset Management
$582K +$582K +8,000 New
GSIS
937
Global Strategic Investment Solutions
Arizona
$582K
M1FG
938
Mach-1 Financial Group
Arkansas
$581K +$62.4K +859 +12%
AIM
939
Acropolis Investment Management
Missouri
$580K +$73 +1 +0%
NCM
940
Northwest Capital Management
Oregon
$571K -$58.6K -806 -9%
RCM
941
Raleigh Capital Management
North Carolina
$569K +$15K +206 +3%
JCM
942
Jacobi Capital Management
Pennsylvania
$564K -$10.2M -140,922 -95%
ADL
943
Asset Dedication LLC
California
$562K -$4.43K -61 -0.8%
VWM
944
Vigilare Wealth Management
Arizona
$561K -$23.3M -320,421 -98%
PFA
945
Presper Financial Architects
Ohio
$560K +$560K +7,707 New
PMFA
946
Plante Moran Financial Advisors
Michigan
$557K -$55.2K -759 -9%
DWM
947
Defined Wealth Management
Oregon
$550K +$85K +1,170 +18%
B
948
Bailard
California
$550K +$113K +1,549 +26%
MA
949
MJP Associates
Connecticut
$550K -$8.8K -121 -2%
TWA
950
Talisman Wealth Advisors
New Jersey
$548K +$727 +10 +0.1%