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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 %
MSWMA
151
Market Street Wealth Management Advisors
Indiana
$39.3M 540,013 +3,752 +0.7%
GWM
152
Geneos Wealth Management
Colorado
$38.9M 535,746 -283,465 -35%
LSERS
153
Louisiana State Employees Retirement System
Louisiana
$38.8M 533,400 +35,600 +7%
KFGK
154
Keystone Financial Group (Kentucky)
Kentucky
$36.9M 506,955 -87,235 -15%
Citadel Advisors
155
Citadel Advisors
Florida
$36.8M 506,104 +43,748 +9%
JWM
156
Jackson Wealth Management
Florida
$36.6M 503,396 +241,147 +92%
Corient Private Wealth
157
Corient Private Wealth
Florida
$36.5M 501,612 +325,323 +185%
C1AG
158
Client 1st Advisory Group
Florida
$36.4M 500,817 +14,018 +3%
HFA
159
Highland Financial Advisors
New Jersey
$35.3M 485,491 +4,258 +0.9%
SFS
160
Security Financial Services
Indiana
$35M 481,524 -286,776 -37%
KFP
161
KMG Fiduciary Partners
Ohio
$34.9M 480,481 +7,577 +2%
EH
162
Equitable Holdings
New York
$34.5M 474,264 +18,310 +4%
MGIA
163
Moneta Group Investment Advisors
Missouri
$33.9M 466,838 -7,069 -1%
QFPS
164
Quantum Financial Planning Services
Washington
$33.8M 464,827 +20,311 +5%
RWP
165
Ridgeline Wealth Planning
Ohio
$33.3M 457,590 +38,004 +9%
CFS
166
Compass Financial Services
Iowa
$33.1M 455,893 -74,747 -14%
MFG
167
Merit Financial Group
Georgia
$33M 453,596 -7,913 -2%
SW
168
Simplicity Wealth
New Jersey
$32.6M 448,526 +309,098 +222%
PA
169
Procyon Advisors
Connecticut
$32.3M 444,020 -1,875 -0.4%
BWS
170
Broadway Wealth Solutions
Texas
$32.2M 443,416 +46,405 +12%
FI
171
Financial Insights
Washington
$32.1M 442,147 +49,523 +13%
DLIC
172
Daido Life Insurance Company
Japan
$32M 440,783
OWM
173
Olympus Wealth Management
Utah
$31.6M 434,407 +188,789 +77%
CWG
174
Crown Wealth Group
North Carolina
$31.5M 433,011 +84,688 +24%
SC
175
Savant Capital
Illinois
$31.2M 429,643 -131,012 -23%