SPLG icon

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 %
CWM
501
Compass Wealth Management
Connecticut
$4.07M -$434K -6,602 -10%
LI
502
LifeWealth Investments
Florida
$4.07M +$1.87M +28,366 +85%
PSCM
503
Per Stirling Capital Management
Texas
$4.01M +$921 +14 +0%
DC
504
Davenport & Co
Virginia
$3.95M +$2.65M +40,275 +204%
CFG
505
Cooper Financial Group
California
$3.94M +$873K +13,269 +28%
National Bank of Canada
506
National Bank of Canada
Quebec, Canada
$3.93M +$453K +6,886 +13%
TCA
507
Transcend Capital Advisors
New Jersey
$3.88M +$209K +3,185 +6%
BW
508
BIP Wealth
Georgia
$3.84M -$14.7K -223 -0.4%
PWM
509
Perigon Wealth Management
California
$3.84M +$416K +6,327 +12%
Baird Financial Group
510
Baird Financial Group
Wisconsin
$3.83M -$22.7M -344,622 -86%
TCM
511
Traynor Capital Management
Pennsylvania
$3.78M -$310K -4,715 -8%
CCM
512
Ciovacco Capital Management
Georgia
$3.77M -$86.8K -1,320 -2%
MF
513
Meridian Financial
Massachusetts
$3.77M +$60.8K +924 +2%
CCG
514
Catalina Capital Group
California
$3.77M -$265K -4,037 -7%
CFS
515
Commonwealth Financial Services
West Virginia
$3.73M +$478K +7,270 +15%
CPL
516
CAP Partners LLC
Tennessee
$3.69M -$20.3K -308 -0.5%
FDCDDQ
517
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.68M +$235K +3,575 +7%
AWM
518
Abound Wealth Management
Tennessee
$3.68M +$1.85M +28,130 +101%
GS
519
GWN Securities
Florida
$3.63M +$3.63M +55,259 New
BPA
520
Beacon Pointe Advisors
California
$3.62M +$21.1K +321 +0.6%
BIG
521
Brookwood Investment Group
Arizona
$3.61M +$3.61M +54,907 New
AA
522
ACT Advisors
North Carolina
$3.6M +$69.3K +1,054 +2%
AA
523
Armis Advisers
Georgia
$3.59M +$650K +9,926 +22%
HPA
524
High Probability Advisors
New York
$3.58M +$378K +5,750 +12%
CCP
525
Cushing Capital Partners
Wisconsin
$3.57M -$392K -5,968 -10%
19 20
21
22 23