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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 %
MOS
376
MGO One Seven
Ohio
$8.1M +$50.5K +768 +0.6%
TFA
377
Transamerica Financial Advisors
Florida
$8.07M +$40.8K +621 +0.5%
PIA
378
Perennial Investment Advisors
California
$8.04M +$1.96M +29,835 +32%
GAA
379
Guardian Asset Advisors
Pennsylvania
$7.99M +$592K +9,000 +8%
AWA
380
ARQ Wealth Advisors
Arizona
$7.98M +$376K +5,723 +5%
SPIA
381
Steward Partners Investment Advisory
New York
$7.92M +$1.49M +22,717 +23%
Rockefeller Capital Management
382
Rockefeller Capital Management
New York
$7.91M +$479K +7,291 +6%
Mercer Global Advisors
383
Mercer Global Advisors
Colorado
$7.88M -$52.4K -797 -0.7%
BAM
384
Belpointe Asset Management
Nevada
$7.87M -$10.7M -163,130 -58%
IAA
385
Independent Advisor Alliance
North Carolina
$7.85M -$194M -2,947,578 -96%
KAM
386
Kensington Asset Management
Texas
$7.82M +$975K +14,831 +14%
SOS
387
Silver Oak Securities
Tennessee
$7.77M +$788K +12,056 +11%
HBS
388
Howard Bailey Securities
Indiana
$7.73M -$1.01M -15,318 -12%
BIG
389
Bush Investment Group
Georgia
$7.73M -$334K -5,076 -4%
SA
390
Strategic Advisors
New York
$7.71M +$705K +10,714 +10%
TF
391
Theory Financial
Colorado
$7.68M -$709K -10,785 -8%
APWA
392
Atlas Private Wealth Advisors
New Jersey
$7.64M +$4.69M +71,357 +159%
ODA
393
One Degree Advisors
California
$7.56M +$67.4K +1,025 +0.9%
MFA
394
Morling Financial Advisors
California
$7.52M -$63.9K -972 -0.8%
SWM
395
StoneCrest Wealth Management
Arizona
$7.49M +$108K +1,640 +1%
AQR Capital Management
396
AQR Capital Management
Connecticut
$7.47M +$1.07M +16,222 +17%
CWA
397
Clarus Wealth Advisors
Arizona
$7.44M +$984K +15,397 +15%
GSWM
398
Golden State Wealth Management
California
$7.24M +$204K +3,106 +3%
KWM
399
Kingsview Wealth Management
Oregon
$7.19M -$160K -2,427 -2%
SWM
400
Selective Wealth Management
Virginia
$7.19M +$862K +13,722 +14%
14 15
16
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