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SPDR Portfolio S&P 500 ETF

1,332 hedge funds and large institutions have $50.9B invested in SPDR Portfolio S&P 500 ETF in 2025 Q2 according to their latest regulatory filings, with 141 funds opening new positions, 603 increasing their positions, 441 reducing their positions, and 55 closing their positions.

Holders
1,332
Holders Change
+58
Holders Change %
+4.55%
% of All Funds
17.89%
Holding in Top 10
281
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-1.4%
% of All Funds
3.77%
New
141
Increased
603
Reduced
441
Closed
55
Calls
$49.7M
Puts
$47.4M
Net Calls
+$2.3M
Net Calls Change
+$2.02M
Name Market Value Shares Shares
Change
Shares
Change %
KW
76
KWB Wealth
California
$84.1M 1,278,232 -86,369 -6%
APW
77
Austin Private Wealth
Texas
$82.3M 1,132,714 -679,968 -38%
IWC
78
Integrated Wealth Concepts
Massachusetts
$82.3M 1,131,592 +8,257 +0.7%
Royal Bank of Canada
79
Royal Bank of Canada
Ontario, Canada
$80.8M 1,112,170 +65,557 +6%
OFS
80
OneAscent Financial Services
Alabama
$80.2M 1,103,488 +18,349 +2%
SAM
81
Standpoint Asset Management
Arizona
$79.5M 1,093,900 -276,100 -20%
PCM
82
Penserra Capital Management
California
$77.7M 1,068,772 +491,126 +85%
IWP
83
IAG Wealth Partners
Wisconsin
$76M 1,046,071 +254,362 +32%
CBT
84
Crews Bank & Trust
Florida
$75.6M 1,040,376 +56,803 +6%
SGWM
85
Sterling Group Wealth Management
California
$75M 1,031,134 +112,051 +12%
BFA
86
Brown Financial Advisory
Alabama
$74.9M 1,029,929 +66,427 +7%
PS
87
Principal Securities
Iowa
$72.7M 999,568 +196,879 +25%
NL
88
NEPC LLC
Massachusetts
$70.8M 973,556 +973,556 New
SWP
89
Stratos Wealth Partners
Ohio
$69.1M 950,174 -149,350 -14%
ACG
90
Allen Capital Group
Nebraska
$67.4M 927,722 +7,388 +0.8%
PAS
91
Park Avenue Securities
New York
$66.9M 920,220 +67,565 +8%
KV
92
Kickstand Ventures
New York
$66.4M 913,360 +337,977 +59%
NEWAS
93
N.E.W. Advisory Services
Wisconsin
$66.1M 908,809 -151,365 -14%
IF
94
Intrua Financial
Texas
$65.4M 899,764 -133,159 -13%
APTFM
95
AGUR Provident & Training Funds Management
Israel
$64.7M 890,494 -237,700 -21%
ODG
96
O'Dell Group
Ohio
$64.7M 889,651 +23,048 +3%
ES
97
Eagle Strategies
New York
$62.2M 855,769 +105,484 +14%
TLIC
98
Taiyo Life Insurance Company
Japan
$62.2M 855,500 -380,000 -31%
VPP
99
Vertex Planning Partners
Illinois
$61.7M 848,519 -84,833 -9%
OBWP
100
O'Brien Wealth Partners
Massachusetts
$60M 825,956 -51,847 -6%