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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 %
TPW
201
Talon Private Wealth
Florida
$26.3M 361,186 -21,369 -6%
NA
202
Nottingham Advisors
New York
$25.8M 354,850 -13,923 -4%
BCI
203
Brinker Capital Investments
Pennsylvania
$25.4M 349,460 +75,690 +28%
WWA
204
WCG Wealth Advisors
Nevada
$25.4M 349,028 +39,504 +13%
SA
205
Scarborough Advisors
Maryland
$25.1M 345,895 -56,336 -14%
LFAS
206
Level Four Advisory Services
Texas
$25M 343,984 +469 +0.1%
BFG
207
Buttonwood Financial Group
Missouri
$25M 341,859 -142,507 -29%
Cerity Partners
208
Cerity Partners
New York
$24.7M 340,286 -24,968 -7%
WWG
209
West Wealth Group
California
$24.6M 330,847 +26,688 +9%
AWS
210
Atria Wealth Solutions
New York
$24.5M 337,033 -37,786 -10%
FFWA
211
Forthright Family Wealth Advisory
Texas
$24.4M 336,260 -687 -0.2%
HIP
212
HUB Investment Partners
Texas
$24.4M 336,170 +26,607 +9%
TWM
213
TSA Wealth Management
Texas
$24.4M 336,092 -55,164 -14%
LAS
214
Lloyd Advisory Services
Georgia
$24.2M 332,692 -13,356 -4%
MA
215
MONECO Advisors
Connecticut
$24.1M 331,880 +45,311 +16%
WAOI
216
Wealth Advisors of Iowa
Iowa
$23.8M 326,972 -2,514 -0.8%
SCM
217
Steele Capital Management
Iowa
$23.7M 326,422 +8,247 +3%
PNC Financial Services Group
218
PNC Financial Services Group
Pennsylvania
$23.7M 325,393 -31,230 -9%
PA
219
PFG Advisors
Arizona
$23.6M 324,648 +123,843 +62%
SC
220
Sykon Capital
New York
$23.4M 321,497 +321,497 New
PIA
221
Panoramic Investment Advisors
Colorado
$23.2M 318,691 +36,137 +13%
FTS
222
Fifth Third Securities
Ohio
$23M 315,755 +44,283 +16%
Stifel Financial
223
Stifel Financial
Missouri
$22.9M 315,127 +1,768 +0.6%
MWM
224
McMill Wealth Management
Nebraska
$22.7M 312,997 -3,466 -1%
MFG
225
MidWestOne Financial Group
Iowa
$22.5M 309,703 +1,521 +0.5%