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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 %
OWA
151
One Wealth Advisors
California
$39.5M -$17.9M -246,117 -31%
MSWMA
152
Market Street Wealth Management Advisors
Indiana
$39.3M +$273K +3,752 +0.7%
GWM
153
Geneos Wealth Management
Colorado
$38.9M -$20.6M -283,465 -35%
LSERS
154
Louisiana State Employees Retirement System
Louisiana
$38.8M +$2.59M +35,600 +7%
KFGK
155
Keystone Financial Group (Kentucky)
Kentucky
$36.9M -$6.34M -87,235 -15%
Citadel Advisors
156
Citadel Advisors
Florida
$36.8M +$3.18M +43,748 +9%
JWM
157
Jackson Wealth Management
Florida
$36.6M +$17.5M +241,147 +92%
Corient Private Wealth
158
Corient Private Wealth
Florida
$36.5M +$23.6M +325,323 +185%
C1AG
159
Client 1st Advisory Group
Florida
$36.4M +$1.02M +14,018 +3%
HFA
160
Highland Financial Advisors
New Jersey
$35.3M +$310K +4,258 +0.9%
SFS
161
Security Financial Services
Indiana
$35M -$20.8M -286,776 -37%
KFP
162
KMG Fiduciary Partners
Ohio
$34.9M +$551K +7,577 +2%
EH
163
Equitable Holdings
New York
$34.5M +$1.33M +18,310 +4%
MGIA
164
Moneta Group Investment Advisors
Missouri
$33.9M -$514K -7,069 -1%
QFPS
165
Quantum Financial Planning Services
Washington
$33.8M +$1.48M +20,311 +5%
RWP
166
Ridgeline Wealth Planning
Ohio
$33.3M +$2.76M +38,004 +9%
CFS
167
Compass Financial Services
Iowa
$33.1M -$5.43M -74,747 -14%
MFG
168
Merit Financial Group
Georgia
$33M -$575K -7,913 -2%
SW
169
Simplicity Wealth
New Jersey
$32.6M +$22.5M +309,098 +222%
PA
170
Procyon Advisors
Connecticut
$32.3M -$136K -1,875 -0.4%
BWS
171
Broadway Wealth Solutions
Texas
$32.2M +$3.37M +46,405 +12%
FI
172
Financial Insights
Washington
$32.1M +$3.6M +49,523 +13%
DLIC
173
Daido Life Insurance Company
Japan
$32M
OWM
174
Olympus Wealth Management
Utah
$31.6M +$13.7M +188,789 +77%
CWG
175
Crown Wealth Group
North Carolina
$31.5M +$6.16M +84,688 +24%