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SPDR Portfolio S&P 500 ETF
SPLG

Overview Fund Activity

1,341 hedge funds and large institutions have $51B invested in SPDR Portfolio S&P 500 ETF in 2025 Q2 according to their latest regulatory filings, with 144 funds opening new positions, 608 increasing their positions, 442 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,341
Holders Change
+68
Holders Change %
+5.34%
% of All Funds
17.98%
Holding in Top 10
281
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-1.4%
% of All Funds
3.77%
New
144
Increased
608
Reduced
442
Closed
53
Calls
$94.4M
Puts
$67.9M
Net Calls
+$26.5M
Net Calls Change
+$26.2M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$2.03B
2
UIM
USS Investment Management
United Kingdom
+$1.48B
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$949M
4
Betterment LLC
Betterment LLC
New York
+$655M
5
KCM
Kedalion Capital Management
United Kingdom
+$510M

Top Sellers

1
Allianz Asset Management
Allianz Asset Management
Germany
-$934M
2
Invesco
Invesco
Georgia
-$412M
3
ACM
Advance Capital Management
Michigan
-$161M
4
Natixis Advisors
Natixis Advisors
Massachusetts
-$137M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$113M
Name Holding Trade Value Shares
Change 		Shares
Change %
O3W
326
Omni 360 Wealth
New Jersey
$12.4M -$406K -5,582 -3%
AO
327
Advisor OS
Illinois
$12.2M +$2.11M +29,035 +21%
AR
328
Apeiron RIA
Texas
$12.2M -$5.01M -68,970 -29%
TCWM
329
Total Clarity Wealth Management
Illinois
$12.1M +$1.98M +27,183 +19%
FFA
330
Fragasso Financial Advisors
Pennsylvania
$12.1M +$294K +4,048 +2%
QPWM
331
Quadrant Private Wealth Management
Pennsylvania
$12M -$919K -12,648 -7%
CWMS
332
Cannon Wealth Management Services
North Carolina
$11.9M +$149K +2,047 +1%
WCM
333
WealthTrak Capital Management
Virginia
$11.7M -$4.89M -67,275 -29%
SF
334
Slagle Financial
Illinois
$11.7M +$8.54M +117,512 +274%
Fidelity Investments
335
Fidelity Investments
Massachusetts
$11.6M +$1.13M +15,484 +11%
FF
336
Financial Futures
New Jersey
$11.6M +$578K +7,947 +5%
BAM
337
Belpointe Asset Management
Nevada
$11.6M +$2.86M +39,346 +33%
MFS
338
McNamara Financial Services
Massachusetts
$11.2M -$104K -1,430 -0.9%
MSA
339
Marathon Strategic Advisors
Pennsylvania
$11.2M +$189K +2,599 +2%
HCM
340
Hollencrest Capital Management
California
$11.2M -$166K -2,286 -1%
RFW
341
Rainier Family Wealth
Washington
$11M +$338K +4,656 +3%
CFG
342
Citizens Financial Group
Rhode Island
$11M +$6.36M +87,477 +138%
FRA
343
FFG Retirement Advisors
Colorado
$10.9M -$1.34M -18,433 -11%
PWPS
344
Pinnacle Wealth Planning Services
Ohio
$10.9M +$506K +6,965 +5%
Janney Montgomery Scott
345
Janney Montgomery Scott
Pennsylvania
$10.8M -$437K -6,006 -4%
PWA
346
PCG Wealth Advisors
Kansas
$10.8M -$465K -6,396 -4%
AWMG
347
Alliance Wealth Management Group
New Jersey
$10.7M +$61.4K +844 +0.6%
WIM
348
WealthPlan Investment Management
Nebraska
$10.6M +$10.6M +145,934 New
OC
349
Oarsman Capital
Wisconsin
$10.6M +$463K +6,370 +5%
IWN
350
Independent Wealth Network
Iowa
$10.5M +$72.4K +996 +0.7%
12 13
14
15 16