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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 %
PM
1126
Penbrook Management
New York
$254K +$254K +3,500 New
SW
1127
SlateStone Wealth
Florida
$254K
CCMW
1128
Cypress Capital Management (Wyoming)
Wyoming
$253K -$3.13K -43 -1%
OCM
1129
Orion Capital Management
California
$252K
WPC
1130
Wedmont Private Capital
Pennsylvania
$250K -$31.1K -424 -11%
WJA
1131
Willis Johnson & Associates
Texas
$250K +$6.98K +96 +3%
BWM
1132
Buska Wealth Management
Wisconsin
$249K +$249K +3,426 New
OAS
1133
Optivise Advisory Services
Tennessee
$244K -$16.4K -225 -6%
NHC
1134
Nicholas Hoffman & Company
Georgia
$241K -$118K -1,627 -33%
SMF
1135
Scott Marsh Financial
Utah
$241K +$241K +3,320 New
FB
1136
Fulton Bank
Pennsylvania
$241K -$42.9K -590 -15%
CAM
1137
Clark Asset Management
New Hampshire
$241K
GTAM
1138
Global Trust Asset Management
Florida
$237K +$102K +1,405 +76%
MBI
1139
May Barnhard Investments
Maryland
$236K +$727 +10 +0.3%
LW
1140
Linscomb Wealth
Texas
$236K
PCM
1141
Presidio Capital Management
California
$235K +$235K +3,238 New
CL
1142
Choreo LLC
Illinois
$234K -$5.45K -75 -2%
CG
1143
Corundum Group
Colorado
$234K -$416K -5,723 -64%
SP
1144
Sequent Planning
Nebraska
$232K -$41.7K -574 -15%
AWA
1145
Aaron Wealth Advisors
Illinois
$231K +$231K +3,183 New
SW
1146
SteelPeak Wealth
California
$231K +$231K +3,178 New
Wealthfront Advisers
1147
Wealthfront Advisers
California
$230K +$230K +3,167 New
CWA
1148
CogentBlue Wealth Advisors
Tennessee
$229K +$1.6K +22 +0.7%
Russell Investments Group
1149
Russell Investments Group
United Kingdom
$226K +$50.1K +689 +29%
SWM
1150
SeaCrest Wealth Management
New York
$225K -$6.83K -94 -3%