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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 %
GWP
251
Gen-Wealth Partners
Michigan
$17.1M +$606K +9,208 +4%
WCM
252
Windsor Capital Management
Arizona
$17.1M -$993K -15,098 -5%
MCM
253
M1 Capital Management
Michigan
$16.8M -$1.71M -25,970 -9%
Bank of New York Mellon
254
Bank of New York Mellon
New York
$16.8M +$11M +166,816 +188%
LAS
255
Legacy Advisory Services
Pennsylvania
$16.6M +$16.6M +253,044 New
AIA
256
Accelerate Investment Advisors
California
$16.2M +$67.8K +1,031 +0.4%
OWM
257
Olympus Wealth Management
Utah
$16.2M +$16.2M +245,618 New
TA
258
Tectonic Advisors
Texas
$16.1M -$117K -1,785 -0.7%
MWM
259
Maripau Wealth Management
Indiana
$16M +$2.86M +43,488 +22%
RA
260
Rational Advisors
New York
$16M -$1.25M -19,036 -7%
AR
261
Apeiron RIA
Texas
$15.6M -$8.55K -130 -0.1%
FTUS
262
Flow Traders U.S.
New York
$15.5M +$15M +227,558 +2,809%
MA
263
Mutual Advisors
Nebraska
$15.5M +$2.11M +32,665 +16%
KNFPWM
264
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$15.4M +$1.58M +24,238 +11%
Truist Financial
265
Truist Financial
North Carolina
$15.3M +$4.69M +71,297 +44%
WCM
266
WealthTrak Capital Management
Virginia
$15M +$1.16M +17,694 +8%
KBFS
267
Kohmann Bosshard Financial Services
Ohio
$15M -$289K -4,399 -2%
CA
268
CoreCap Advisors
Michigan
$14.9M +$932K +14,180 +7%
AA
269
Advisory Alpha
Michigan
$14.8M +$508K +7,722 +4%
PIS
270
POM Investment Strategies
North Carolina
$14.8M +$14.8M +224,586 New
SRSA
271
S.R. Schill & Associates
Washington
$14.7M +$195K +2,961 +1%
AI
272
Atria Investments
North Carolina
$14.5M +$776K +11,807 +6%
SPAS
273
Spectrum Planning & Advisory Services
California
$14.5M -$3.4M -51,649 -19%
RW
274
Ridgeline Wealth
Arizona
$14.4M -$80.6K -1,225 -0.6%
Bank of Nova Scotia
275
Bank of Nova Scotia
Ontario, Canada
$14.3M +$3.57M +54,360 +33%