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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 %
FFG
1076
Frisch Financial Group
New York
$338K -$42.9K -590 -11%
CA
1077
Claro Advisors
Massachusetts
$335K +$92.3K +1,270 +38%
CFP
1078
Catalyst Financial Partners
Massachusetts
$331K -$212K -2,914 -39%
RF
1079
Rossby Financial
Florida
$320K +$176K +2,421 +122%
NAS
1080
NWF Advisory Services
California
$320K +$24.6K +339 +8%
WF
1081
Welch & Forbes
Massachusetts
$311K
OCG
1082
Opus Capital Group
Ohio
$310K
DI
1083
DAGCO Inc
Ohio
$310K -$112K -1,545 -27%
AL
1084
Aspiriant LLC
California
$309K +$7.92K +109 +3%
AF
1085
Amara Financial
California
$307K +$12K +165 +4%
PGF
1086
Plan Group Financial
Oklahoma
$305K -$8.29K -114 -3%
ZIM
1087
Zacks Investment Management
Illinois
$301K +$301K +4,146 New
FFW
1088
Fusion Family Wealth
New York
$301K
IC
1089
Inscription Capital
Texas
$299K +$299K +4,117 New
SW
1090
Schulz Wealth
Texas
$297K -$1.02K -14 -0.3%
CAC
1091
Certified Advisory Corp
Florida
$295K +$73 +1 +0%
EW
1092
Element Wealth
Mississippi
$295K +$5.74K +79 +2%
TRIA
1093
Trail Ridge Investment Advisors
Colorado
$294K -$187K -2,513 -39%
BWM
1094
BCGM Wealth Management
Indiana
$292K -$4.29K -59 -1%
ATC
1095
Argent Trust Co
Tennessee
$292K
KCP
1096
Kera Capital Partners
California
$290K
LFA
1097
LGT Financial Advisors
Texas
$290K -$14.9K -205 -5%
SEP
1098
Southland Equity Partners
Missouri
$288K -$161K -2,216 -36%
OIS
1099
Okabena Investment Services
Minnesota
$287K
HAC
1100
Harbor Advisory Corp
New Hampshire
$286K