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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 %
BBPWM
451
Blue Bell Private Wealth Management
Pennsylvania
$5.38M +$556K +8,455 +12%
Northern Trust
452
Northern Trust
Illinois
$5.36M -$19.1K -291 -0.4%
CWM
453
Copia Wealth Management
Oregon
$5.36M +$129K +1,967 +2%
PPW
454
Parcion Private Wealth
Washington
$5.33M -$21.5M -327,266 -80%
RFS
455
Richardson Financial Services
Massachusetts
$5.33M -$1.25M -19,057 -19%
MFT
456
Moisand Fitzgerald Tamayo
Florida
$5.25M -$126K -1,923 -2%
MCWS
457
McKinley Carter Wealth Services
West Virginia
$5.24M -$653K -9,927 -11%
CC
458
Courier Capital
New York
$5.2M -$1.58M -24,015 -23%
RSWM
459
Robertson Stephens Wealth Management
California
$5.2M -$4.62M -70,200 -47%
CWM
460
Centric Wealth Management
Illinois
$5.18M -$14.4M -219,541 -74%
LCM
461
Lunt Capital Management
Utah
$5.18M +$348K +5,297 +7%
NC
462
Napatree Capital
Rhode Island
$5.17M +$2.91M +44,213 +129%
TCG
463
Transcendent Capital Group
Oklahoma
$5.11M -$187K -2,845 -4%
VPF
464
Vantage Point Financial
Illinois
$5.09M +$692K +10,529 +16%
SPWG
465
Syntegra Private Wealth Group
Missouri
$5.06M -$165K -2,513 -3%
HSA
466
HBK Sorce Advisory
Pennsylvania
$5.04M +$224K +3,409 +5%
CFD
467
Creative Financial Designs
Indiana
$5.03M -$191K -2,907 -4%
BNP Paribas Financial Markets
468
BNP Paribas Financial Markets
France
$4.96M -$812K -12,350 -14%
FCI
469
Financial Counselors Inc
Kansas
$4.82M +$11.5K +175 +0.2%
GF
470
Goodman Financial
Texas
$4.82M +$57.9K +880 +1%
TFG
471
Tilson Financial Group
New Jersey
$4.81M +$404K +6,145 +9%
JGIA
472
Jackson Grant Investment Advisers
Connecticut
$4.8M -$1.25K -19 -0%
Bank of Montreal
473
Bank of Montreal
Ontario, Canada
$4.78M +$264K +4,022 +6%
AFP
474
Alpha Financial Partners
Kentucky
$4.73M – – –
LFG
475
Leverty Financial Group
Wisconsin
$4.65M +$3.79M +57,578 +439%
17 18
19
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