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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 %
SC
176
Savant Capital
Illinois
$31.2M -$9.52M -131,012 -23%
RIM
177
Rockbridge Investment Management
New York
$30.5M +$3.5M +48,194 +13%
LGW
178
Leslie Global Wealth
Illinois
$30.5M +$3.27M +44,920 +12%
MHWM
179
Montz Harcus Wealth Management
Louisiana
$30.5M +$1.14M +15,637 +4%
PBF
180
Petix & Botte Financial
California
$30.2M +$3.89M +53,467 +15%
BHB
181
Bank Hapoalim BM
Israel
$30.2M
HGWM
182
Horst & Graben Wealth Management
Oregon
$30.1M -$23.6M -324,870 -44%
EIA
183
Eldridge Investment Advisors
New Hampshire
$30.1M -$295K -4,056 -1%
GAG
184
Goodman Advisory Group
Massachusetts
$29.9M -$2.47M -34,035 -8%
NRI
185
NFP Retirement Inc
California
$29.9M -$8.66M -119,113 -22%
RA
186
RFG Advisory
Alabama
$29.2M -$3.05M -42,026 -9%
IPA
187
Investment Planning Advisors
Georgia
$29.1M +$2.19M +30,190 +8%
PWH
188
Priebe Wealth Holdings
Minnesota
$28.8M -$30.3M -417,284 -51%
NG
189
Novem Group
New York
$28.5M -$899K -12,373 -3%
PWA
190
Physician Wealth Advisors
Utah
$27.8M -$20.5M -282,361 -42%
MWM
191
Modern Wealth Management
Kansas
$27.4M +$24.9M +342,755 +1,002%
KAM
192
Knightsbridge Asset Management
California
$27.3M +$1.57M +21,542 +6%
VAS
193
Vestmark Advisory Solutions
Massachusetts
$27.2M -$634K -8,722 -2%
Bank of New York Mellon
194
Bank of New York Mellon
New York
$27.2M +$8.66M +119,130 +47%
MW
195
Maia Wealth
Colorado
$27.2M -$10.3M -142,118 -28%
CIC
196
Carnegie Investment Counsel
Ohio
$27.2M +$3.32M +45,696 +14%
WCFA
197
Walkner Condon Financial Advisors
Wisconsin
$27M +$1.95M +26,852 +8%
KLI
198
Kelman-Lazarov Inc
Tennessee
$26.9M +$3.78M +52,004 +16%
LSWP
199
Liberty Square Wealth Partners
Pennsylvania
$26.8M -$41K -564 -0.2%
FFA
200
Farther Finance Advisors
California
$26.7M +$21.7M +298,692 +431%