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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 %
WCM
401
Wealthcare Capital Management
Virginia
$7.18M -$927K -14,092 -11%
OCM
402
One Capital Management
California
$7.1M +$543K +8,259 +8%
MCC
403
Money Concepts Capital
Florida
$7.07M -$3.7M -56,324 -34%
RIM
404
Redwood Investment Management
Arizona
$7.07M +$139K +2,108 +2%
AFAS
405
Acorn Financial Advisory Services
Virginia
$6.93M -$1.52M -23,152 -18%
NGA
406
Naples Global Advisors
Florida
$6.85M +$1.05M +15,908 +18%
MAM
407
MMA Asset Management
Pennsylvania
$6.84M +$263K +3,999 +4%
PW
408
Paladin Wealth
Minnesota
$6.82M -$2.53M -38,429 -27%
JCFM
409
JBR Co Financial Management
Oklahoma
$6.78M +$976K +14,841 +17%
MLA
410
My Legacy Advisors
Oregon
$6.76M -$549K -8,353 -8%
CF
411
Centaurus Financial
California
$6.75M +$251K +3,813 +4%
William Blair & Company
412
William Blair & Company
Illinois
$6.72M +$592K +9,005 +10%
EFG
413
Elios Financial Group
Ohio
$6.71M -$71.5K -1,088 -1%
TIM
414
Tortoise Investment Management
New York
$6.71M +$928K +14,110 +16%
MSAM
415
Moloney Securities Asset Management
Missouri
$6.68M +$532K +8,084 +9%
FGA
416
Fortis Group Advisors
New Jersey
$6.65M -$3.46M -52,628 -34%
T
417
Transce3nd
Texas
$6.6M -$1.22M -18,686 -16%
MWM
418
Meridian Wealth Management
Kentucky
$6.59M +$1.71M +25,937 +35%
TVWM
419
Tower View Wealth Management
Wisconsin
$6.55M +$2.62M +39,894 +67%
LCC
420
Lincoln Capital Corp
Rhode Island
$6.54M +$609K +9,268 +10%
BWM
421
BlackDiamond Wealth Management
New York
$6.52M +$245K +3,693 +4%
LRWM
422
Lord & Richards Wealth Management
Colorado
$6.51M +$3.22M +48,918 +98%
CIC
423
Cutler Investment Counsel
Oregon
$6.49M +$1.68M +25,596 +35%
WAM
424
Worth Asset Management
Texas
$6.49M -$356K -5,409 -5%
TWM
425
Trinity Wealth Management
Pennsylvania
$6.45M +$48.7K +741 +0.8%
15 16
17
18 19