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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 %
TWP
426
Triad Wealth Partners
Kansas
$6.45M +$3.02M +45,872 +88%
VAF
427
Values Added Financial
District of Columbia
$6.39M +$44.5K +676 +0.7%
RFG
428
Range Financial Group
Oregon
$6.34M -$11.8K -180 -0.2%
MHB
429
Midwest Heritage Bank
Iowa
$6.32M -$241K -3,668 -4%
CWM
430
Congress Wealth Management
Massachusetts
$6.25M +$3.33M +50,635 +114%
MWAM
431
Manhattan West Asset Management
California
$6.22M -$1.24M -18,819 -17%
CCA
432
Cooper Capital Advisors
California
$6.22M +$157K +2,382 +3%
ULWM
433
Upper Left Wealth Management
Florida
$6.21M +$1.2M +18,260 +24%
SFP
434
Shepherd Financial Partners
Massachusetts
$5.99M -$143K -2,175 -2%
OMC
435
Old Mission Capital
Illinois
$5.98M +$5.98M +90,884 New
CAG
436
Csenge Advisory Group
Florida
$5.95M -$2.19M -35,320 -27%
APC
437
Aspire Private Capital
North Carolina
$5.95M -$241K -3,668 -4%
WMR
438
Wealth Management Resources
Rhode Island
$5.9M +$340K +5,166 +6%
CWG
439
Cornerstone Wealth Group
North Carolina
$5.89M +$3.13M +47,630 +114%
TIP
440
Tandem Investment Partners
New Jersey
$5.84M +$5.84M +88,745 New
DJSG
441
D.J. St. Germain
Massachusetts
$5.83M -$55.1K -838 -0.9%
RSA
442
River Street Advisors
Illinois
$5.83M +$710K +10,801 +14%
Jane Street
443
Jane Street
New York
$5.83M +$2.05M +31,158 +54%
FPAS
444
Focus Partners Advisor Solutions
Missouri
$5.78M -$1.19M -18,117 -17%
DLHL
445
Donald L. Hagan LLC
Florida
$5.76M +$381K +5,789 +7%
GWANC
446
Guardian Wealth Advisors (North Carolina)
North Carolina
$5.74M +$4.8K +73 +0.1%
EGA
447
E&G Advisors
Texas
$5.56M +$160K +2,431 +3%
WP
448
WealthPLAN Partners
Nebraska
$5.52M -$469K -7,134 -8%
GKWIM
449
Gerber Kawasaki Wealth & Investment Management
California
$5.49M -$271K -4,125 -5%
SFC
450
Strategic Financial Concepts
Texas
$5.48M -$79.2K -1,205 -1%