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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 %
LWP
651
Laurel Wealth Planning
Minnesota
$1.79M +$1.79M +27,149 New
GF
652
Gries Financial
Ohio
$1.79M -$1.02M -15,454 -36%
NFP
653
Narus Financial Partners
Utah
$1.78M +$41.6K +633 +2%
FAP
654
Financial Advisory Partners
Florida
$1.76M -$143K -2,177 -8%
SEA
655
Stegent Equity Advisors
Texas
$1.76M -$194K -2,957 -10%
SS
656
SBI Securities
Japan
$1.75M +$26K +395 +2%
WHCI
657
W.H. Cornerstone Investments
Massachusetts
$1.75M -$88.5K -1,346 -5%
KCFA
658
Key Client Fiduciary Advisors
New Jersey
$1.74M +$436K +6,631 +33%
SAM
659
Secure Asset Management
Michigan
$1.74M +$1.49M +22,601 +585%
RFN
660
Redwood Financial Network
Ohio
$1.73M +$23.9K +364 +1%
HT
661
Headlands Technologies
Illinois
$1.73M -$70.3K -1,069 -4%
SWM
662
Schwallier Wealth Management
Michigan
$1.72M -$6.84K -104 -0.4%
SW
663
SMART Wealth
Nebraska
$1.71M +$80.9K +1,230 +5%
VIM
664
Vista Investment Management
Pennsylvania
$1.7M -$24.1K -367 -1%
SSCM
665
Spectrum Strategic Capital Management
Oregon
$1.68M +$1.68M +25,616 New
JSW
666
Journey Strategic Wealth
New Jersey
$1.68M -$213K -3,243 -11%
TCFP
667
Treasure Coast Financial Planning
Florida
$1.68M -$7.3K -111 -0.4%
GFG
668
GR Financial Group
Arizona
$1.68M +$1.68M +25,485 New
SAM
669
Smartleaf Asset Management
Massachusetts
$1.67M +$620K +9,477 +59%
ES
670
ETF Store
Kansas
$1.67M +$214K +3,255 +15%
FC
671
Fulcrum Capital
Washington
$1.67M +$1.67M +25,338 New
CFP
672
Cascade Financial Partners
California
$1.66M +$201K +3,050 +14%
RCWM
673
Red Crane Wealth Management
California
$1.66M +$449K +6,826 +37%
HNB
674
Huntington National Bank
Ohio
$1.65M -$1.43M
CAM
675
Cobblestone Asset Management
Virginia
$1.64M +$376K +5,720 +30%