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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 %
Legacy Financial Group (Iowa)
1001
Legacy Financial Group (Iowa)
Iowa
$429K +$194K +2,663 +82%
BWS
1002
Buck Wealth Strategies
Colorado
$429K +$429K +5,902 New
WBCM
1003
Wilson & Boucher Capital Management
California
$429K
CAAS
1004
Capital Asset Advisory Services
Michigan
$426K -$7.7K -106 -2%
M&T Bank
1005
M&T Bank
New York
$424K
AG
1006
AmeriFlex Group
Nevada
$424K -$9.02K -125 -2%
FLP
1007
Financial Life Planners
Arizona
$424K -$10.7K -147 -2%
VH
1008
Visionary Horizons
Tennessee
$422K -$7.34K -101 -2%
PG
1009
Patten Group
Tennessee
$418K +$63.5K +874 +18%
JAA
1010
Joel Adams & Associates
North Carolina
$417K +$48.6K +669 +13%
FCM
1011
Fourpath Capital Management
Oklahoma
$414K -$180K -2,482 -30%
SIAG
1012
Safeguard Investment Advisory Group
California
$410K +$32.3K +444 +9%
MNBTD
1013
Moody National Bank Trust Division
Texas
$409K
CCP
1014
Carmel Capital Partners
California
$408K -$5.23K -72 -1%
FA
1015
Fortis Advisors
Pennsylvania
$407K -$217K -2,991 -35%
AA
1016
AJ Advisors
Tennessee
$406K -$156K -2,153 -28%
SRWM
1017
Shira Ridge Wealth Management
California
$406K -$97.9K -1,347 -19%
TFA
1018
TPG Financial Advisors
Oregon
$405K
OWM
1019
Orgel Wealth Management
Wisconsin
$402K +$142K +1,953 +55%
CAM
1020
Clarity Asset Management
Iowa
$400K +$9.38K +129 +2%
WIM
1021
Westside Investment Management
California
$399K -$10.1K -139 -2%
VPWA
1022
Vestia Personal Wealth Advisors
Indiana
$398K +$5.59K +77 +1%
SIA
1023
Strategic Investment Advisors
Michigan
$397K +$63.2K +869 +19%
TFS
1024
Thoroughbred Financial Services
Tennessee
$397K +$8.42K +116 +2%
CWM
1025
Centric Wealth Management
Illinois
$395K -$5.51M -73,467 -93%