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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 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,341
Holders Change
+67
Holders Change %
+5.26%
% 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
54
Calls
$94.4M
Puts
$67.9M
Net Calls
+$26.5M
Net Calls Change
+$26.2M
Name Holding Trade Value Shares
Change
Shares
Change %
OBWP
101
O'Brien Wealth Partners
Massachusetts
$60M -$3.77M -51,847 -6%
AI
102
Auour Investments
Massachusetts
$59.5M -$484K -6,663 -0.8%
ODIJL
103
One Day In July LLC
Vermont
$58.6M +$8.66M +119,199 +17%
AP
104
Americana Partners
Texas
$57.7M +$2.76M +37,966 +5%
IA
105
Integrity Alliance
Iowa
$57.6M -$40M -549,822 -41%
WANY
106
Wealthspire Advisors (New York)
New York
$57.6M -$3.31M -45,573 -5%
LWA
107
Lifelong Wealth Advisors
Minnesota
$57.3M -$6.3M -86,629 -10%
NPI
108
New Perspectives Inc
Mississippi
$56.2M -$2.46M -33,911 -4%
DA
109
Detalus Advisors
Missouri
$56.1M -$7.26M -99,833 -11%
DWM
110
Denver Wealth Management
Colorado
$56M +$1.93M +26,502 +4%
DAS
111
Dynamic Advisor Solutions
Arizona
$55.7M +$1.71M +23,538 +3%
AWE
112
Avidian Wealth Enterprises
Texas
$55.5M -$16.2M -222,505 -23%
SCA
113
Snowden Capital Advisors
New York
$55.2M +$127K +1,743 +0.2%
CIAS
114
CFS Investment Advisory Services
New Jersey
$55.1M -$16.8M -231,658 -23%
PWM
115
Penobscot Wealth Management
Maine
$54.7M +$4.3M +59,216 +9%
NSAM
116
North Star Asset Management
Wisconsin
$54.6M -$174K -2,397 -0.3%
LEFP
117
Leading Edge Financial Planning
Tennessee
$53.9M +$2.79M +38,315 +5%
ODFS
118
O'Donnell Financial Services
California
$52.8M +$841K +11,576 +2%
PWG
119
Private Wealth Group
Florida
$52M +$2.69M +36,988 +5%
Janus Henderson Group
120
Janus Henderson Group
United Kingdom
$51.9M
CWM
121
Cahaba Wealth Management
Georgia
$51.7M +$8.75M +120,321 +20%
FEG
122
Financial Enhancement Group
Indiana
$50.1M -$569K -7,757 -1%
BCM
123
Brookstone Capital Management
Illinois
$49.4M -$858K -11,801 -2%
Principal Financial Group
124
Principal Financial Group
Iowa
$49.1M +$14.9M +205,254 +44%
BPWM
125
Badgley Phelps Wealth Managers
Washington
$48.6M -$236K -3,250 -0.5%