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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 %
LA
526
Latitude Advisors
Florida
$3.56M -$359K -5,462 -9%
PIA
527
Pinion Investment Advisors
Kansas
$3.51M +$1.69M +25,698 +93%
WFAG
528
Wescott Financial Advisory Group
Pennsylvania
$3.45M -$6.18K -94 -0.2%
Envestnet Portfolio Solutions
529
Envestnet Portfolio Solutions
Illinois
$3.45M -$19.6M -298,506 -85%
FWM
530
Fonville Wealth Management
Virginia
$3.44M +$165K +2,519 +5%
BWA
531
Bestgate Wealth Advisors
Maryland
$3.44M -$226K -3,433 -6%
AFM
532
Armstrong Fleming & Moore
District of Columbia
$3.35M +$3.35M +50,998 New
BSG
533
Black Swift Group
Colorado
$3.35M +$3.35M +50,913 New
BL
534
Balentine LLC
Georgia
$3.34M – – –
RWM
535
Ritholtz Wealth Management
New York
$3.34M +$2.18M +33,203 +189%
BFG
536
Beacon Financial Group
Texas
$3.33M +$19.8K +301 +0.6%
HAG
537
HF Advisory Group
Maryland
$3.32M -$32.4K -493 -1%
BFA
538
Bluestem Financial Advisors
Illinois
$3.31M +$1.12K +17 +0%
NWM
539
Napa Wealth Management
California
$3.31M -$117K -1,778 -3%
NAM
540
NorthCrest Asset Manangement
Minnesota
$3.31M +$77.7K +1,181 +2%
APA
541
Astoria Portfolio Advisors
New York
$3.3M -$2.7M -42,882 -45%
CGFA
542
Colton Groome Financial Advisors
North Carolina
$3.29M +$888K +13,623 +37%
CFGF
543
Compass Financial Group (Florida)
Florida
$3.26M -$25.5K -388 -0.8%
CPW
544
Catalyst Private Wealth
California
$3.25M – – –
CIAS
545
Capital Investment Advisory Services
North Carolina
$3.24M +$1.28M +19,448 +65%
SWM
546
Spire Wealth Management
Virginia
$3.24M +$107K +1,634 +3%
FIA
547
Foundations Investment Advisors
Arizona
$3.19M +$29.3K +446 +0.9%
CF
548
Clarity Financial
Texas
$3.18M +$3.18M +48,314 New
JFG
549
JDM Financial Group
Texas
$3.18M -$86.7K -1,319 -3%
LGA
550
Lebenthal Global Advisors
New York
$3.17M +$737K +11,212 +30%
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