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SPDR Portfolio S&P 500 ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
TC
326
TownSquare Capital
Utah
$10M +$501K +7,618 +5%
MSA
327
Marathon Strategic Advisors
Pennsylvania
$9.98M -$111K -1,681 -1%
AF
328
Advisornet Financial
Minnesota
$9.96M +$1.71M +26,047 +21%
FF
329
Financial Futures
New Jersey
$9.95M -$834K -12,675 -8%
PPC
330
Park Place Capital
Alabama
$9.78M +$6.99M +106,225 +250%
JCM
331
Jacobi Capital Management
Pennsylvania
$9.78M +$153K +2,328 +2%
VVP
332
Venture Visionary Partners
Ohio
$9.76M +$5.63M +85,585 +136%
RFW
333
Rainier Family Wealth
Washington
$9.64M +$961K +14,611 +11%
TCWM
334
Total Clarity Wealth Management
Illinois
$9.64M -$77.9K -1,130 -0.8%
AWMG
335
Alliance Wealth Management Group
New Jersey
$9.63M -$171K -2,596 -2%
LWMM
336
Legacy Wealth Management (Mississippi)
Mississippi
$9.52M +$1.09M +16,609 +13%
AF
337
Apollon Financial
South Carolina
$9.5M -$624K -9,489 -6%
Fidelity Investments
338
Fidelity Investments
Massachusetts
$9.49M +$1.11M +16,927 +13%
IWN
339
Independent Wealth Network
Iowa
$9.46M +$135K +2,060 +1%
CAPTRUST Financial Advisors
340
CAPTRUST Financial Advisors
North Carolina
$9.39M +$1.91M +28,970 +25%
PWPS
341
Pinnacle Wealth Planning Services
Ohio
$9.36M +$15.6K +237 +0.2%
Geode Capital Management
342
Geode Capital Management
Massachusetts
$9.34M -$9.85M
ABTD
343
Arvest Bank Trust Division
Oklahoma
$9.28M -$273K -4,153 -3%
CAS
344
Coppell Advisory Solutions
Texas
$9.26M +$3.02M +46,274 +48%
AWA
345
Arete Wealth Advisors
Illinois
$9.23M +$3.89M +59,132 +73%
SW
346
Simplicity Wealth
New Jersey
$9.17M +$1.78M +27,095 +24%
OC
347
Oarsman Capital
Wisconsin
$9.17M +$422K +6,422 +5%
AO
348
Advisor OS
Illinois
$9.13M -$238K -3,615 -3%
FPWM
349
FSB Premier Wealth Management
Iowa
$9.11M -$450K -6,840 -5%
BWFA
350
Baltimore-Washington Financial Advisors
Maryland
$9.11M -$124K -1,883 -1%