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SPDR Portfolio S&P 500 ETF

1,340 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, 607 increasing their positions, 442 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,340
Holders Change
+66
Holders Change %
+5.18%
% of All Funds
17.97%
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
607
Reduced
442
Closed
54
Calls
$94.4M
Puts
$67.9M
Net Calls
+$26.5M
Net Calls Change
+$26.2M
Name Holding Trade Value Shares
Change
Shares
Change %
KW
76
KWB Wealth
California
$84.1M -$5.68M -86,369 -6%
APW
77
Austin Private Wealth
Texas
$82.3M -$49.4M -679,968 -38%
IWC
78
Integrated Wealth Concepts
Massachusetts
$82.3M +$600K +8,257 +0.7%
Royal Bank of Canada
79
Royal Bank of Canada
Ontario, Canada
$80.8M +$4.77M +65,557 +6%
OFS
80
OneAscent Financial Services
Alabama
$80.2M +$1.33M +18,349 +2%
SAM
81
Standpoint Asset Management
Arizona
$79.5M -$20.1M -276,100 -20%
PCM
82
Penserra Capital Management
California
$77.7M +$35.7M +491,126 +85%
NAM
83
Nissay Asset Management
Japan
$77.4M +$77.4M +1,064,700 New
IWP
84
IAG Wealth Partners
Wisconsin
$76M +$18.5M +254,362 +32%
CBT
85
Crews Bank & Trust
Florida
$75.6M +$4.13M +56,803 +6%
SGWM
86
Sterling Group Wealth Management
California
$75M +$8.14M +112,051 +12%
BFA
87
Brown Financial Advisory
Alabama
$74.9M +$4.83M +66,427 +7%
PS
88
Principal Securities
Iowa
$72.7M +$14.3M +196,879 +25%
NL
89
NEPC LLC
Massachusetts
$70.8M +$70.8M +973,556 New
SWP
90
Stratos Wealth Partners
Ohio
$69.1M -$10.9M -149,350 -14%
ACG
91
Allen Capital Group
Nebraska
$67.4M +$537K +7,388 +0.8%
PAS
92
Park Avenue Securities
New York
$66.9M +$4.91M +67,565 +8%
KV
93
Kickstand Ventures
New York
$66.4M +$24.6M +337,977 +59%
NEWAS
94
N.E.W. Advisory Services
Wisconsin
$66.1M -$11M -151,365 -14%
IF
95
Intrua Financial
Texas
$65.4M -$9.68M -133,159 -13%
APTFM
96
AGUR Provident & Training Funds Management
Israel
$64.7M -$17.3M -237,700 -21%
ODG
97
O'Dell Group
Ohio
$64.7M +$1.68M +23,048 +3%
ES
98
Eagle Strategies
New York
$62.2M +$7.67M +105,484 +14%
TLIC
99
Taiyo Life Insurance Company
Japan
$62.2M -$27.6M -380,000 -31%
VPP
100
Vertex Planning Partners
Illinois
$61.7M -$6.17M -84,833 -9%