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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 %
CCM
676
Coldstream Capital Management
Washington
$1.63M -$15.8K -240 -1%
RIA
677
Realta Investment Advisors
Delaware
$1.63M +$346K +5,255 +27%
TA
678
TrueWealth Advisors
Alabama
$1.63M +$98.4K +1,496 +6%
RFP
679
Root Financial Partners
California
$1.63M -$146K -2,224 -8%
IAS
680
Insigneo Advisory Services
Florida
$1.63M +$171K +2,606 +12%
PA
681
Parallel Advisors
California
$1.62M +$1.46M +22,212 +893%
HFS
682
Hughes Financial Services
Virginia
$1.62M +$1.62M +24,551 New
HAM
683
Harmony Asset Management
Arizona
$1.62M -$29.9K -455 -2%
Koshinski Asset Management
684
Koshinski Asset Management
Illinois
$1.62M +$42K +638 +3%
SSW
685
Stone Summit Wealth
Florida
$1.61M -$128K -1,944 -7%
SPA
686
Sentinel Pension Advisors
Massachusetts
$1.61M +$3.35K +51 +0.2%
KWA
687
Kingswood Wealth Advisors
California
$1.6M +$30.1K +458 +2%
CF
688
Collier Financial
Colorado
$1.6M -$7.82M -118,960 -83%
SA
689
Sovran Advisors
California
$1.6M +$375K +6,062 +31%
RWA
690
Rooted Wealth Advisors
Illinois
$1.6M +$6.78K +114 +0.4%
NFG
691
Nations Financial Group
Iowa
$1.6M +$134K +2,045 +9%
SWM
692
SK Wealth Management
Rhode Island
$1.58M +$1.58M +26,180 New
SB
693
SIG Brokerage
New York
$1.58M +$1.58M +24,000 New
AFS
694
Access Financial Services
Minnesota
$1.58M -$41.5K -631 -3%
IA
695
Insight Advisors
Pennsylvania
$1.57M -$154K -2,345 -9%
WIC
696
Woodmont Investment Counsel
Tennessee
$1.56M -$1.23M -18,667 -44%
NW
697
NewEdge Wealth
Pennsylvania
$1.53M +$483K +7,351 +46%
CM
698
Churchill Management
California
$1.52M +$955K +14,529 +169%
RFA
699
Resurgent Financial Advisors
Georgia
$1.52M -$151K -2,296 -9%
NIWA
700
New Insight Wealth Advisors
California
$1.51M +$558K +8,489 +58%