SPLG icon

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 %
LSL
276
Legacy Solutions LLC
Pennsylvania
$14.2M +$243K +3,689 +2%
IRC
277
Investors Research Corp
Georgia
$14.1M +$977K +14,864 +7%
RC
278
RBF Capital
California
$14.1M
AF
279
Abound Financial
California
$13.6M -$384K -5,842 -3%
TWM
280
Tradition Wealth Management
Minnesota
$13.5M -$1.4M -21,221 -9%
AIC
281
Archer Investment Corporation
Indiana
$13.3M +$1.21M +18,338 +10%
UAS
282
United Asset Strategies
New York
$13.2M -$12.2K -185 -0.1%
PA
283
PFG Advisors
Arizona
$13.2M +$3.76M +57,181 +40%
SW
284
SkyOak Wealth
Michigan
$13.1M -$103K -1,572 -0.8%
BCA
285
Bay Capital Advisors
Virginia
$13.1M +$545K +8,291 +4%
ECA
286
Elevated Capital Advisors
Utah
$13M +$143K +2,169 +1%
BFA
287
Brown Financial Advisors
Ohio
$12.9M -$6.4M -97,340 -33%
NIA
288
NBZ Investment Advisors
Tennessee
$12.8M -$13.2M -200,491 -51%
ACS
289
Archford Capital Strategies
Illinois
$12.4M +$11.6M +176,544 +1,470%
CA
290
Capital Advantage
California
$12.4M
MERSOM
291
Municipal Employees' Retirement System of Michigan
Michigan
$12.4M
SFS
292
Sowell Financial Services
Arkansas
$12.3M +$7.34M +111,614 +149%
GWP
293
Gateway Wealth Partners
Wisconsin
$12.1M +$1.21M +18,401 +11%
NC
294
NovaPoint Capital
Georgia
$12M +$525K +7,989 +5%
ASN
295
Advisory Services Network
Georgia
$11.7M +$4.05M +61,525 +53%
QPWM
296
Quadrant Private Wealth Management
Pennsylvania
$11.7M +$611K +9,296 +6%
ARC
297
Advisor Resource Council
Texas
$11.6M +$11.6M +187,557 New
Corient Private Wealth
298
Corient Private Wealth
Florida
$11.6M -$763K -11,600 -6%
O3W
299
Omni 360 Wealth
New Jersey
$11.6M +$448K +6,806 +4%
PSFG
300
Prairie Sky Financial Group
Illinois
$11.5M +$373K +5,667 +3%