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SPDR Portfolio S&P 500 ETF

1,340 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, 607 increasing their positions, 442 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,340
Holders Change
+66
Holders Change %
+5.18%
% of All Funds
17.97%
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
607
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 %
CSPIA
1226
Cary Street Partners Investment Advisory
Virginia
$65.3K +$11K +151 +20%
NRWA
1227
North Ridge Wealth Advisors
Oregon
$63.3K +$63.3K +870 New
VWM
1228
Vermillion Wealth Management
Minnesota
$62.4K +$62.4K +859 New
BMM
1229
Berkshire Money Management
Massachusetts
$61.9K +$61.9K +851 New
RIL
1230
Rothschild Investment LLC
Illinois
$59.1K +$363 +5 +0.6%
CAM
1231
Creekmur Asset Management
Illinois
$57.5K +$291 +4 +0.5%
KWM
1232
Kiker Wealth Management
Georgia
$56.2K -$70.6K -971 -56%
Kayne Anderson Rudnick Investment Management
1233
Kayne Anderson Rudnick Investment Management
California
$55.6K
GWSA
1234
Global Wealth Strategies & Associates
Colorado
$55K -$218 -3 -0.4%
CSC
1235
Caldwell Sutter Capital
California
$54.2K
LWMI
1236
Legacy Wealth Management (Idaho)
Idaho
$53K +$31.2K +429 +143%
LIS
1237
Legacy Investment Solutions
Idaho
$53K +$53K +729 New
SRCM
1238
Signature Resources Capital Management
California
$52.1K +$19K +262 +58%
GKIM
1239
GW&K Investment Management
Massachusetts
$51K -$12.1K -168 -19%
DRP
1240
Decker Retirement Planning
Utah
$48.6K +$13K +179 +37%
NB
1241
NBT Bank
New York
$48.2K
HIA
1242
Harbor Investment Advisory
Maryland
$46.6K
CA
1243
Crewe Advisors
Utah
$46.1K +$32.8K +451 +246%
TWC
1244
TD Waterhouse Canada
Ontario, Canada
$44.8K
PC
1245
Promus Capital
Illinois
$44.6K
BCM
1246
Basso Capital Management
Connecticut
$42.3K
NSIM
1247
North Star Investment Management
Illinois
$42.2K +$145 +2 +0.3%
PP
1248
Pacifica Partners
Canada
$41.9K +$41.9K +580 New
CFP
1249
Comprehensive Financial Planning
Pennsylvania
$40.6K
HHGA
1250
Halbert Hargrove Global Advisors
California
$38.7K