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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 %
VF
551
Vestment Financial
Minnesota
$3.15M +$496K +7,496 +19%
NWMG
552
National Wealth Management Group
Ohio
$3.14M +$2.48M +37,724 +374%
VC
553
Vicus Capital
Pennsylvania
$3.14M +$66.6K +1,012 +2%
GLR
554
Great Lakes Retirement
Ohio
$3.14M -$754K -11,461 -19%
FW
555
FullCircle Wealth
Texas
$3.11M -$425K -6,564 -12%
RB
556
Renasant Bank
Mississippi
$3.07M +$1.43M +21,681 +87%
RIS
557
Richmond Investment Services
Wisconsin
$3.03M +$1.82M +27,742 +151%
VIA
558
Vickerman Investment Advisors
Washington
$3.02M -$45.4K -691 -1%
SIM
559
Synergy Investment Management
Florida
$3.01M +$182K +2,770 +6%
APP
560
Avantax Planning Partners
Iowa
$3.01M +$1.58K +24 +0.1%
TRCT
561
Tower Research Capital (TRC)
New York
$3M +$3M +45,583 New
HH
562
HWG Holdings
Texas
$2.96M -$412K -6,270 -12%
MWC
563
MBM Wealth Consultants
Missouri
$2.94M +$71K +1,079 +2%
FDW
564
Fourth Dimension Wealth
Ohio
$2.93M +$2.93M +44,517 New
SFA
565
Semmax Financial Advisors
North Carolina
$2.92M -$299K -4,501 -9%
AWA
566
Alaska Wealth Advisors
Alaska
$2.92M +$143K +2,179 +5%
AF
567
Aldebaran Financial
$2.9M +$134K +2,031 +5%
RPGK
568
Retirement Planning Group (Kansas)
Kansas
$2.87M +$1.82M +27,699 +173%
MG
569
McHugh Group
Ohio
$2.82M +$259K +3,946 +10%
ISFAN
570
Investor's Fiduciary Advisor Network
Washington
$2.82M -$122K -1,857 -4%
SF
571
Slagle Financial
Illinois
$2.82M +$447K +6,792 +19%
RFN
572
RDA Financial Network
Iowa
$2.75M -$377K -5,738 -12%
AAS
573
Asset Allocation Strategies
Michigan
$2.74M +$262K +3,988 +11%
IFPG
574
Intrepid Financial Planning Group
Indiana
$2.73M +$4.74K +72 +0.2%
NA
575
Novus Advisors
South Carolina
$2.73M +$8.88K +135 +0.3%
21 22
23
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