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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 %
SL
1226
Salomon & Ludwin
Virginia
$67.5K
CSPIA
1227
Cary Street Partners Investment Advisory
Virginia
$65.3K +$11K +151 +20%
NRWA
1228
North Ridge Wealth Advisors
Oregon
$63.3K +$63.3K +870 New
VWM
1229
Vermillion Wealth Management
Minnesota
$62.4K +$62.4K +859 New
BMM
1230
Berkshire Money Management
Massachusetts
$61.9K +$61.9K +851 New
RIL
1231
Rothschild Investment LLC
Illinois
$59.1K +$363 +5 +0.6%
CAM
1232
Creekmur Asset Management
Illinois
$57.5K +$291 +4 +0.5%
KWM
1233
Kiker Wealth Management
Georgia
$56.2K -$70.6K -971 -56%
Kayne Anderson Rudnick Investment Management
1234
Kayne Anderson Rudnick Investment Management
California
$55.6K
GWSA
1235
Global Wealth Strategies & Associates
Colorado
$55K -$218 -3 -0.4%
CSC
1236
Caldwell Sutter Capital
California
$54.2K
LWMI
1237
Legacy Wealth Management (Idaho)
Idaho
$53K +$31.2K +429 +143%
LIS
1238
Legacy Investment Solutions
Idaho
$53K +$53K +729 New
SRCM
1239
Signature Resources Capital Management
California
$52.1K +$19K +262 +58%
GKIM
1240
GW&K Investment Management
Massachusetts
$51K -$12.1K -168 -19%
DRP
1241
Decker Retirement Planning
Utah
$48.6K +$13K +179 +37%
NB
1242
NBT Bank
New York
$48.2K
HIA
1243
Harbor Investment Advisory
Maryland
$46.6K
CA
1244
Crewe Advisors
Utah
$46.1K +$32.8K +451 +246%
TWC
1245
TD Waterhouse Canada
Ontario, Canada
$44.8K
PC
1246
Promus Capital
Illinois
$44.6K
BCM
1247
Basso Capital Management
Connecticut
$42.3K
NSIM
1248
North Star Investment Management
Illinois
$42.2K +$145 +2 +0.3%
PP
1249
Pacifica Partners
Canada
$41.9K +$41.9K +580 New
CFP
1250
Comprehensive Financial Planning
Pennsylvania
$40.6K