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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 %
SWTS
351
Stonehaven Wealth & Tax Solutions
Wisconsin
$9.1M +$242K +3,683 +3%
PFGIA
352
Patriot Financial Group Insurance Agency
Massachusetts
$8.99M -$127K -1,924 -1%
Pathstone Holdings
353
Pathstone Holdings
New Jersey
$8.97M -$585K -8,893 -6%
WCP
354
Wealthcare Capital Partners
Pennsylvania
$8.92M +$554K +8,426 +7%
EWM
355
Evermay Wealth Management
Virginia
$8.89M +$1.09M +16,617 +14%
FWP
356
Firethorn Wealth Partners
Georgia
$8.88M -$456K -6,929 -5%
BWG
357
Beta Wealth Group
California
$8.82M -$1.75M -26,643 -17%
ECM
358
Evergreen Capital Management
Washington
$8.81M +$6.25M +95,000 +244%
CRFG
359
Columbia River Financial Group
Washington
$8.79M -$3.66M -55,716 -29%
WC
360
Westwind Capital
New Mexico
$8.77M +$1.12M +17,047 +15%
TPBG
361
Turning Point Benefit Group
Maryland
$8.75M -$1.23M -20,686 -12%
SP
362
Stonebrook Private
Michigan
$8.74M +$605K +9,202 +7%
SSWM
363
Sheets Smith Wealth Management
North Carolina
$8.6M +$44.7K +679 +0.5%
HSWS
364
Higgins & Schmidt Wealth Strategies
Colorado
$8.54M +$6.92M +105,229 +427%
EPM
365
Elm Partners Management
Pennsylvania
$8.47M +$8.47M +128,766 New
BOC
366
Bull Oak Capital
California
$8.46M -$555K -8,442 -6%
SPI
367
Sutton Place Investors
New York
$8.44M -$490K -7,450 -5%
GSEP
368
Golden State Equity Partners
California
$8.43M -$1.33M -20,199 -14%
CA
369
Continuum Advisory
Idaho
$8.41M +$26.8K +407 +0.3%
FZCM
370
Flynn Zito Capital Management
New York
$8.32M +$3.75K +57 +0%
CWA
371
Clearview Wealth Advisors
Oregon
$8.22M -$549K -8,346 -6%
AWMNH
372
Arcadia Wealth Management (New Hampshire)
New Hampshire
$8.2M -$167K -2,540 -2%
MFS
373
Mattson Financial Services
Michigan
$8.16M +$209K +3,177 +3%
ATPW
374
Ashton Thomas Private Wealth
Arizona
$8.15M +$2.21M +33,606 +37%
GEM
375
Global Endowment Management
North Carolina
$8.13M +$4.21M +63,976 +107%