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SPDR Portfolio S&P 500 ETF

1,274 hedge funds and large institutions have $40.8B invested in SPDR Portfolio S&P 500 ETF in 2025 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 586 increasing their positions, 422 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,274
Holders Change
+38
Holders Change %
+3.07%
% of All Funds
17.31%
Holding in Top 10
285
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+1.42%
% of All Funds
3.87%
New
133
Increased
586
Reduced
422
Closed
66
Calls
$56.8M
Puts
$56.6M
Net Calls
+$278K
Net Calls Change
+$29.8M
Name Holding Trade Value Shares
Change
Shares
Change %
WAS
226
Wealth Advisory Solutions
Indiana
$19.8M +$851K +12,943 +4%
CAAM
227
Cornerstone Advisors Asset Management
Pennsylvania
$19.8M +$84K +1,277 +0.4%
AFP
228
Ausdal Financial Partners
Iowa
$19.6M -$454K -6,907 -2%
SFI
229
SPC Financial Inc
Maryland
$19.6M +$343K +5,210 +2%
CIC
230
Carnegie Investment Counsel
Ohio
$19.6M +$1.92M +32,224 +11%
SB
231
Strategic Blueprint
Georgia
$19.4M +$1.35M +20,604 +8%
Kovitz Investment Group Partners
232
Kovitz Investment Group Partners
Illinois
$19.4M -$6.02M -91,483 -24%
T
233
Tidemark
California
$19.3M +$3.95M +60,092 +26%
HWM
234
Hobbs Wealth Management
Indiana
$19.2M +$600K +9,117 +3%
MA
235
MONECO Advisors
Connecticut
$18.8M +$5.14M +78,202 +38%
CG
236
Clarus Group
Texas
$18.8M -$261K -3,972 -1%
BC
237
Bricktown Capital
Michigan
$18.8M
PIA
238
Panoramic Investment Advisors
Colorado
$18.6M +$217K +3,299 +1%
BOSSRA
239
B.O.S.S. Retirement Advisors
Utah
$18.2M -$220K -3,339 -1%
CWA
240
Core Wealth Advisors
Florida
$18M -$407K -6,191 -2%
BCI
241
Brinker Capital Investments
Pennsylvania
$18M +$19K +289 +0.1%
OPS
242
Orion Portfolio Solutions
Nebraska
$18M +$19K +289 +0.1%
AI
243
Arrien Investments
Idaho
$18M +$122K +1,849 +0.7%
FTS
244
Fifth Third Securities
Ohio
$17.9M +$3.61M +54,870 +25%
RCAG
245
Rehmann Capital Advisory Group
Michigan
$17.8M +$3.04M +46,158 +21%
RFS
246
Retirement Financial Solutions
Tennessee
$17.5M -$919K -13,982 -5%
VCM
247
Vivaldi Capital Management
Illinois
$17.3M +$697K +10,593 +4%
JWM
248
Jackson Wealth Management
Florida
$17.2M +$249K +3,791 +1%
AIM
249
Astor Investment Management
Illinois
$17.2M -$438K -6,656 -2%
KCAM
250
Kagan Cocozza Asset Management
New Jersey
$17.1M +$114K +1,740 +0.7%