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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 %
JWA
1101
JFS Wealth Advisors
Pennsylvania
$284K -$12.1K -166 -4%
BFP
1102
Briaud Financial Planning
Texas
$283K +$283K +3,905 New
S
1103
SignatureFD
Georgia
$283K +$128K +1,754 +82%
FHA
1104
First Horizon Advisors
Tennessee
$281K +$273K +3,750 +3,125%
RWM
1105
Revisor Wealth Management
Ohio
$281K -$6.7K -91 -2%
BLFG
1106
Brian Low Financial Group
Louisiana
$281K +$281K +3,859 New
MAMG
1107
Milestone Asset Management Group
Connecticut
$278K +$278K +3,831 New
EL
1108
Essex LLC
Illinois
$277K
PWM
1109
Prosperity Wealth Management
California
$277K
MWA
1110
Meridian Wealth Advisors
Texas
$276K +$291 +4 +0.1%
FA
1111
FF Advisors
California
$275K -$4.65K -64 -2%
CCA
1112
Conservest Capital Advisors
Pennsylvania
$275K +$35.3K +485 +15%
SRB
1113
Shotwell Rutter Baer
Michigan
$274K -$3.46K -47 -1%
MWA
1114
Monograph Wealth Advisors
California
$272K +$272K +3,746 New
MA
1115
Mosaic Advisors
Texas
$271K -$310K -4,265 -53%
GC
1116
Grimes & Company
Massachusetts
$271K +$31.8K +438 +13%
FG
1117
Fiduciary Group
Georgia
$269K +$269K +3,706 New
WFS
1118
Widmann Financial Services
Maryland
$269K +$45.2K +622 +20%
WW
1119
Waterfront Wealth
Kansas
$264K +$264K +3,635 New
MCM
1120
Mendel Capital Management
Arkansas
$262K +$436 +6 +0.2%
GC
1121
Guidance Capital
Kentucky
$261K -$161K -2,204 -38%
PMG
1122
ProVise Management Group
Florida
$261K
PRS
1123
Pinkerton Retirement Specialists
Idaho
$260K -$6.83K -94 -3%
IP
1124
Ignite Planners
California
$259K +$19.6K +266 +8%
CWA
1125
Canvas Wealth Advisors
Kansas
$258K +$258K +3,440 New