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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 %
SEI Investments
1051
SEI Investments
Pennsylvania
$366K +$60.5K +832 +20%
3AM
1052
3EDGE Asset Management
Florida
$365K -$149K -2,046 -29%
FG
1053
Foster Group
Iowa
$364K
SPI
1054
Santori & Peters Inc
Pennsylvania
$362K
BWP
1055
Bernardo Wealth Planning
Pennsylvania
$360K +$581 +8 +0.2%
IWA
1056
Inspirion Wealth Advisors
Illinois
$359K +$145 +2 +0%
WFC
1057
Western Financial Corp
California
$355K -$404K -5,556 -53%
HWM
1058
HB Wealth Management
Georgia
$355K +$50K +688 +16%
HWA
1059
Heartwood Wealth Advisors
Virginia
$354K
HSWS
1060
Higgins & Schmidt Wealth Strategies
Colorado
$353K -$9.09M -125,031 -96%
Lido Advisors
1061
Lido Advisors
California
$351K +$3.34K +46 +1%
LPAM
1062
Lodestar Private Asset Management
California
$351K +$351K +4,822 New
MG
1063
Mather Group
Illinois
$350K -$15.4K -212 -4%
ESB
1064
Essex Savings Bank
Connecticut
$350K
MAM
1065
Milestone Asset Management
Pennsylvania
$349K +$1.6K +22 +0.5%
SGK
1066
Steigerwald Gordon & Koch
Virginia
$349K
IDA
1067
Intelligence Driven Advisers
California
$349K +$349K +4,800 New
AAP
1068
Arax Advisory Partners
Colorado
$349K +$224K +3,088 +180%
GFA
1069
Gallagher Fiduciary Advisors
Illinois
$345K +$345K +4,742 New
PCS
1070
Private Client Services
Kentucky
$344K +$61.6K +848 +22%
PSFG
1071
Park Square Financial Group
Georgia
$342K +$5.96K +82 +2%
WWM
1072
Woodside Wealth Management
Massachusetts
$340K +$28.3K +390 +9%
IAIM
1073
International Assets Investment Management
Florida
$339K +$10.8K +149 +3%
PPC
1074
Pennington Partners & Co
Maryland
$339K -$53.4K -735 -14%
AA
1075
Apriem Advisors
California
$338K -$11.9K -164 -3%