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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 %
GIA
126
Gladstone Institutional Advisory
Florida
$48.3M +$92.8K +1,276 +0.2%
HI
127
Harbour Investments
Wisconsin
$47.8M -$1.72M -23,677 -3%
TFG
128
Tull Financial Group
Virginia
$47.7M +$3.76M +51,762 +9%
US Bancorp
129
US Bancorp
Minnesota
$46.8M +$5.71M +78,565 +14%
FHA
130
Flagship Harbor Advisors
Massachusetts
$46.7M +$4.84M +66,572 +12%
SAW
131
Signal Advisors Wealth
Michigan
$46.4M +$7.3M +100,461 +19%
IWM
132
IHT Wealth Management
Illinois
$46.3M +$12.3M +168,782 +36%
WWM
133
Western Wealth Management
Colorado
$44.9M +$598K +8,230 +1%
CWM
134
CCG Wealth Management
California
$44.4M +$956K +13,153 +2%
GVCM
135
Global View Capital Management
Wisconsin
$44.1M +$12M +165,718 +38%
CCFM
136
Clear Creek Financial Management
Washington
$43.9M -$16.8M -231,571 -28%
SFP
137
Strategic Financial Partners
Oregon
$43.1M +$7.17M +98,576 +20%
WA
138
WBH Advisory
Maryland
$43.1M +$13.4M +184,826 +45%
DJSG
139
D.J. St. Germain
Massachusetts
$42.8M +$36.3M +499,793 +564%
Fifth Third Bancorp
140
Fifth Third Bancorp
Ohio
$42.6M +$6.7M +92,130 +19%
PA
141
PSI Advisors
Florida
$42.4M +$4.53M +62,274 +12%
CSP
142
Cary Street Partners
Virginia
$42.3M +$2.66M +36,661 +7%
SCM
143
SOL Capital Management
Maryland
$41.8M -$2M -27,568 -5%
WMN
144
Wealth Management Nebraska
Nebraska
$41.6M +$217K +3,001 +0.5%
FHC
145
First Heartland Consultants
Missouri
$41.5M +$5.11M +70,272 +14%
WA
146
Waverly Advisors
Alabama
$41.3M +$936K +12,874 +2%
SFA
147
Sequoia Financial Advisors
Ohio
$40.9M -$1.35M -18,533 -3%
IA
148
IFP Advisors
Florida
$40.8M +$775K +10,661 +2%
VA
149
VestGen Advisors
Illinois
$40M -$28.5M -383,772 -42%
CWM
150
Cornerstone Wealth Management
Missouri
$40M +$116K +1,600 +0.3%