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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 %
LWL
201
Leo Wealth LLC
Texas
$26.6M +$26.6M +366,552 New
TPW
202
Talon Private Wealth
Florida
$26.3M -$1.55M -21,369 -6%
NA
203
Nottingham Advisors
New York
$25.8M -$1.01M -13,923 -4%
BCI
204
Brinker Capital Investments
Pennsylvania
$25.4M +$5.5M +75,690 +28%
WWA
205
WCG Wealth Advisors
Nevada
$25.4M +$2.87M +39,504 +13%
SA
206
Scarborough Advisors
Maryland
$25.1M -$4.1M -56,336 -14%
LFAS
207
Level Four Advisory Services
Texas
$25M +$34.1K +469 +0.1%
BFG
208
Buttonwood Financial Group
Missouri
$25M -$10.4M -142,507 -29%
Cerity Partners
209
Cerity Partners
New York
$24.7M -$1.81M -24,968 -7%
WWG
210
West Wealth Group
California
$24.6M +$1.99M +26,688 +9%
AWS
211
Atria Wealth Solutions
New York
$24.5M -$2.75M -37,786 -10%
FFWA
212
Forthright Family Wealth Advisory
Texas
$24.4M -$49.9K -687 -0.2%
HIP
213
HUB Investment Partners
Texas
$24.4M +$1.93M +26,607 +9%
TWM
214
TSA Wealth Management
Texas
$24.4M -$4.01M -55,164 -14%
LAS
215
Lloyd Advisory Services
Georgia
$24.2M -$971K -13,356 -4%
MA
216
MONECO Advisors
Connecticut
$24.1M +$3.29M +45,311 +16%
WAOI
217
Wealth Advisors of Iowa
Iowa
$23.8M -$183K -2,514 -0.8%
SCM
218
Steele Capital Management
Iowa
$23.7M +$599K +8,247 +3%
PNC Financial Services Group
219
PNC Financial Services Group
Pennsylvania
$23.7M -$2.27M -31,230 -9%
PA
220
PFG Advisors
Arizona
$23.6M +$9M +123,843 +62%
SC
221
Sykon Capital
New York
$23.4M +$23.4M +321,497 New
PIA
222
Panoramic Investment Advisors
Colorado
$23.2M +$2.63M +36,137 +13%
FTS
223
Fifth Third Securities
Ohio
$23M +$3.22M +44,283 +16%
Stifel Financial
224
Stifel Financial
Missouri
$22.9M +$129K +1,768 +0.6%
MWM
225
McMill Wealth Management
Nebraska
$22.7M -$251K -3,466 -1%