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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 %
KCM
476
Kanawha Capital Management
Virginia
$4.63M +$107K +1,620 +2%
MWM
477
Modera Wealth Management
New Jersey
$4.61M -$111K -1,681 -2%
WWP
478
Wise Wealth Partners
Arizona
$4.59M -$1.2M -18,194 -21%
FFA
479
Farther Finance Advisors
California
$4.57M +$1.21M +18,290 +36%
TWP
480
Tempus Wealth Planning
California
$4.55M +$620K +9,434 +16%
BFA
481
Beaumont Financial Advisors
Massachusetts
$4.54M -$9.08K -138 -0.2%
AA
482
Alesco Advisors
New York
$4.51M +$844K +12,830 +23%
VRM
483
Vectors Research Management
New York
$4.45M -$179K -2,720 -4%
BF
484
Brogan Financial
Tennessee
$4.42M +$133K +2,017 +3%
EFL
485
ERn Financial LLC
Wisconsin
$4.41M +$125K +1,907 +3%
T
486
TrueFG
Texas
$4.32M +$493K +7,504 +13%
CIA
487
Concurrent Investment Advisors
Florida
$4.32M -$6.15M -93,453 -59%
LA
488
Lifeworks Advisors
Michigan
$4.27M -$990K -15,062 -19%
PCIA
489
Prime Capital Investment Advisors
Kansas
$4.26M +$3.07M +46,720 +258%
MAM
490
Madison Asset Management
Wisconsin
$4.26M +$695K +10,567 +19%
FSA
491
Financial Security Advisor
Virginia
$4.26M +$225K +3,419 +6%
MA
492
MKT Advisors
California
$4.24M +$689K +11,620 +19%
MCA
493
MSH Capital Advisors
Arizona
$4.2M +$531K +8,073 +14%
CFG
494
Citizens Financial Group
Rhode Island
$4.18M -$195K -2,967 -4%
PG
495
Prostatis Group
Maryland
$4.17M -$724K -11,006 -15%
BMWM
496
Brown Miller Wealth Management
Virginia
$4.15M +$4.15M +63,097 New
LCGC
497
Legacy Capital Group California
California
$4.14M -$58.5K -889 -1%
AP
498
Advisors Preferred
Maryland
$4.13M
GM
499
GeoWealth Management
Illinois
$4.11M +$1.55M +23,545 +60%
BFA
500
Beacon Financial Advisory
Ohio
$4.11M +$236K +3,590 +6%