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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 %
Focus Partners Wealth
601
Focus Partners Wealth
Massachusetts
$2.4M -$13.5M -204,773 -85%
TFM
602
Trademark Financial Management
Minnesota
$2.39M +$814K +12,382 +52%
IPWA
603
International Private Wealth Advisors
California
$2.38M +$254K +3,859 +12%
WFAG
604
Worth Financial Advisory Group
North Carolina
$2.37M -$22.8K -346 -1%
WCA
605
Westover Capital Advisors
Delaware
$2.35M +$23.5K +357 +1%
NL
606
NWAM LLC
Washington
$2.34M -$8.68M -132,039 -79%
AAS
607
Annex Advisory Services
Wisconsin
$2.31M -$432K -6,568 -16%
GC
608
Gilbert & Cook
Iowa
$2.3M +$2.3M +34,965 New
EMAM
609
Encompass More Asset Management
California
$2.25M +$98K +1,491 +5%
MWM
610
Modern Wealth Management
Kansas
$2.25M +$2.25M +34,194 New
FIM
611
Freedom Investment Management
Connecticut
$2.25M +$2.25M +34,146 New
SDWMA
612
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.24M +$20.8K +317 +0.9%
LA
613
LexAurum Advisors
Kansas
$2.23M -$208K -3,164 -9%
Qube Research & Technologies (QRT)
614
Qube Research & Technologies (QRT)
United Kingdom
$2.23M +$609K +9,257 +38%
MWA
615
MN Wealth Advisors
Kansas
$2.22M +$254K +3,856 +13%
JFA
616
JNBA Financial Advisors
Minnesota
$2.19M -$86.3K -1,313 -4%
CIA
617
Cape Investment Advisory
Georgia
$2.18M +$390K +5,927 +22%
PGWM
618
Pitti Group Wealth Management
New York
$2.17M +$2.17M +33,056 New
LIA
619
LBMC Investment Advisors
Tennessee
$2.15M +$228K +3,460 +12%
FWI
620
Facet Wealth Inc
Maryland
$2.15M +$228K +3,436 +12%
FA
621
Fermata Advisors
California
$2.15M +$526 +8 +0%
VWM
622
Vivid Wealth Management
Iowa
$2.13M +$2.13M +32,339 New
WT
623
Whittier Trust
California
$2.13M – – –
TF
624
Trek Financial
Arizona
$2.1M +$919K +13,974 +78%
CCM
625
Condor Capital Management
New Jersey
$2.08M -$107K -1,624 -5%
23 24
25
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