SPLG icon

SPDR Portfolio S&P 500 ETF
SPLG

Overview Fund Activity

1,273 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 132 funds opening new positions, 586 increasing their positions, 422 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,273
Holders Change
+37
Holders Change %
+2.99%
% of All Funds
17.29%
Holding in Top 10
285
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+1.42%
% of All Funds
3.87%
New
132
Increased
586
Reduced
422
Closed
66
Calls
$56.8M
Puts
$56.6M
Net Calls
+$278K
Net Calls Change
+$29.8M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$1.6B
2
UIM
USS Investment Management
United Kingdom
+$1.39B
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$1.01B
4
Betterment LLC
Betterment LLC
New York
+$788M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$235M

Top Sellers

1
SLI
Sumitomo Life Insurance
Japan
-$624M
2
IAA
Independent Advisor Alliance
North Carolina
-$194M
3
ACM
Advance Capital Management
Michigan
-$131M
4
Osaic Holdings
Osaic Holdings
Arizona
-$99.6M
5
GI
Gradient Investments
Minnesota
-$86M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
301
Towercrest Capital Management
Pennsylvania
$11.3M -$204K -3,098 -2%
MSRI
302
Michael S. Ryan Inc
New York
$11.2M -$289K -4,400 -3%
KFSN
303
Keystone Financial Services (Nebraska)
Nebraska
$11.1M +$431K +6,551 +4%
GG
304
GenWealth Group
New Jersey
$11.1M +$219K +3,325 +2%
FRA
305
FFG Retirement Advisors
Colorado
$11.1M -$2.02M -30,773 -15%
WC
306
Waterloo Capital
Texas
$10.9M -$587K -8,933 -5%
BEI
307
Benjamin Edwards Inc
Missouri
$10.9M +$10.9M +165,412 New
FWP
308
Forefront Wealth Partners
Texas
$10.9M +$1.76M +26,797 +19%
CI
309
CacheTech Inc
Utah
$10.8M -$2.83K -43 -0%
AWM
310
Adams Wealth Management
Utah
$10.8M -$2.83K -43 -0%
VA
311
Valmark Advisers
Ohio
$10.8M +$480K +7,293 +5%
MWA
312
Merkkuri Wealth Advisors
New York
$10.7M +$1.7M +25,889 +19%
CF
313
Convergence Financial
Missouri
$10.7M +$4.56M +69,304 +74%
FFA
314
Fragasso Financial Advisors
Pennsylvania
$10.7M +$520K +7,901 +5%
CWMS
315
Cannon Wealth Management Services
North Carolina
$10.6M +$646K +9,781 +6%
VBFP
316
Valtinson Bruner Financial Planning
Minnesota
$10.6M -$3.19M -48,496 -23%
WA
317
Win Advisors
Florida
$10.5M +$10.5M +159,544 New
HBT
318
Hills Bank & Trust
Iowa
$10.3M +$4.68M +71,097 +83%
CPIG
319
Chicago Partners Investment Group
Illinois
$10.3M +$1.82M +27,540 +22%
HCM
320
Hollencrest Capital Management
California
$10.2M +$95K +1,444 +0.9%
MFS
321
McNamara Financial Services
Massachusetts
$10.2M -$192K -2,923 -2%
PWA
322
PCG Wealth Advisors
Kansas
$10.2M +$1.74M +26,435 +21%
Janney Montgomery Scott
323
Janney Montgomery Scott
Pennsylvania
$10.2M -$1.03M -15,659 -9%
AAS
324
Avantax Advisory Services
Texas
$10.1M +$959K +14,582 +10%
CA
325
Calton & Associates
Florida
$10.1M +$7.87M +119,660 +357%
11 12
13
14 15