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SPDR Portfolio S&P 500 ETF

1,332 hedge funds and large institutions have $50.9B invested in SPDR Portfolio S&P 500 ETF in 2025 Q2 according to their latest regulatory filings, with 141 funds opening new positions, 603 increasing their positions, 441 reducing their positions, and 55 closing their positions.

Holders
1,332
Holders Change
+58
Holders Change %
+4.55%
% of All Funds
17.89%
Holding in Top 10
281
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-1.4%
% of All Funds
3.77%
New
141
Increased
603
Reduced
441
Closed
55
Calls
$49.7M
Puts
$47.4M
Net Calls
+$2.3M
Net Calls Change
+$2.02M
Name Market Value Shares Shares
Change
Shares
Change %
AI
101
Auour Investments
Massachusetts
$59.5M 818,773 -6,663 -0.8%
ODIJL
102
One Day In July LLC
Vermont
$58.6M 805,761 +119,199 +17%
AP
103
Americana Partners
Texas
$57.7M 793,284 +37,966 +5%
IA
104
Integrity Alliance
Iowa
$57.6M 792,765 -549,822 -41%
WANY
105
Wealthspire Advisors (New York)
New York
$57.6M 792,637 -45,573 -5%
LWA
106
Lifelong Wealth Advisors
Minnesota
$57.3M 787,826 -86,629 -10%
NPI
107
New Perspectives Inc
Mississippi
$56.2M 773,541 -33,911 -4%
DA
108
Detalus Advisors
Missouri
$56.1M 772,309 -99,833 -11%
DWM
109
Denver Wealth Management
Colorado
$56M 770,715 +26,502 +4%
DAS
110
Dynamic Advisor Solutions
Arizona
$55.7M 765,921 +23,538 +3%
AWE
111
Avidian Wealth Enterprises
Texas
$55.5M 763,291 -222,505 -23%
SCA
112
Snowden Capital Advisors
New York
$55.2M 758,839 +1,743 +0.2%
CIAS
113
CFS Investment Advisory Services
New Jersey
$55.1M 758,262 -231,658 -23%
PWM
114
Penobscot Wealth Management
Maine
$54.7M 752,588 +59,216 +9%
NSAM
115
North Star Asset Management
Wisconsin
$54.6M 751,255 -2,397 -0.3%
LEFP
116
Leading Edge Financial Planning
Tennessee
$53.9M 741,078 +38,315 +5%
ODFS
117
O'Donnell Financial Services
California
$52.8M 726,076 +11,576 +2%
PWG
118
Private Wealth Group
Florida
$52M 714,771 +36,988 +5%
Janus Henderson Group
119
Janus Henderson Group
United Kingdom
$51.9M 713,740
CWM
120
Cahaba Wealth Management
Georgia
$51.7M 710,891 +120,321 +20%
FEG
121
Financial Enhancement Group
Indiana
$50.1M 682,800 -7,757 -1%
BCM
122
Brookstone Capital Management
Illinois
$49.4M 679,645 -11,801 -2%
Principal Financial Group
123
Principal Financial Group
Iowa
$49.1M 675,230 +205,254 +44%
BPWM
124
Badgley Phelps Wealth Managers
Washington
$48.6M 668,002 -3,250 -0.5%
GIA
125
Gladstone Institutional Advisory
Florida
$48.3M 664,018 +1,276 +0.2%