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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 %
BOC
976
Blue Oak Capital
California
$475K -$62.7K -862 -12%
CFP
977
Cypress Financial Planning
New Jersey
$475K -$20.7K -285 -4%
RZH
978
Relyea Zuckerberg Hanson
Connecticut
$471K +$1.38K +19 +0.3%
SFS
979
Summit Financial Strategies
Ohio
$470K +$1.89K +26 +0.4%
PWM
980
Provident Wealth Management
Tennessee
$470K +$106K +1,463 +29%
CIBC World Market
981
CIBC World Market
Ontario, Canada
$466K -$72.3K -994 -13%
WS
982
Wedbush Securities
California
$465K +$58.4K +804 +14%
CCB
983
Country Club Bank
Missouri
$464K +$464K +6,412 New
MWM
984
MY Wealth Management
Maryland
$458K -$25.2K -347 -5%
FCA
985
FLC Capital Advisors
California
$455K
PWM
986
Puff Wealth Management
New Jersey
$454K +$454K +6,242 New
NG
987
Northstar Group
New York
$449K
IAN
988
Integrated Advisors Network
Texas
$447K -$11.5K -158 -3%
DWP
989
Destiny Wealth Partners
Florida
$446K
SG
990
StoneX Group
New York
$445K +$445K +6,122 New
NAG
991
Northstar Advisory Group
New Jersey
$442K +$442K +6,087 New
TCOTS
992
Trust Company of the South
North Carolina
$442K
CPC
993
Consolidated Planning Corp
Georgia
$442K +$9.96K +137 +2%
HP
994
Holistic Planning
Texas
$439K +$439K +6,046 New
MMA
995
Miracle Mile Advisors
California
$437K +$62.4K +859 +17%
HT
996
Headlands Technologies
Illinois
$437K -$1.47M -20,244 -77%
SWP
997
Strategic Wealth Partners
Ohio
$437K +$437K +6,006 New
CPWA
998
Cerro Pacific Wealth Advisors
California
$434K +$139K +1,919 +47%
LCM
999
Liberty Capital Management
Michigan
$433K
DWM
1000
Diversify Wealth Management
Utah
$431K +$8.92K +118 +2%