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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 %
BWMG
701
Barnes Wealth Management Group
California
$1.5M +$180K +2,739 +14%
MGP
702
Metis Global Partners
California
$1.5M +$271K +4,123 +22%
SPC
703
Sigma Planning Corp
Michigan
$1.48M -$16.2K -247 -1%
MIFH
704
Migdal Insurance & Financial Holdings
Israel
$1.48M -$148K -2,250 -9%
SAI
705
Savvy Advisors Inc
New York
$1.47M +$138K +2,095 +10%
MHC
706
May Hill Capital
Massachusetts
$1.47M +$8.88K +135 +0.6%
CAG
707
Crestwood Advisors Group
Massachusetts
$1.45M +$119K +1,815 +9%
SPC
708
Spirepoint Private Client
Florida
$1.44M -$105K -1,596 -7%
NS
709
NBC Securities
Alabama
$1.44M +$1.43M +21,825 +121,250%
LCWP
710
Legacy Capital Wealth Partners
Arkansas
$1.43M -$90.4K -1,375 -6%
FEM
711
Fulcrum Equity Management
Texas
$1.43M -$265K -4,029 -16%
GS
712
GTS Securities
New York
$1.42M +$1.42M +21,656 New
HKIMG
713
Hutchens & Kramer Investment Management Group
Indiana
$1.42M -$52.7K -801 -4%
BTWM
714
Brass Tax Wealth Management
Ohio
$1.41M -$20.6K -313 -1%
MC
715
Moors & Cabot
Massachusetts
$1.41M +$61.3K +932 +5%
RWPA
716
Richard W. Paul & Associates
Michigan
$1.39M -$46.2K -703 -3%
RCA
717
Ranch Capital Advisors
Florida
$1.37M +$45.5K +692 +3%
SI
718
Shaker Investments
Ohio
$1.36M -$53.7K -816 -4%
CWMK
719
Caliber Wealth Management (Kansas)
Kansas
$1.36M +$1.36M +20,656 New
AWM
720
Axxcess Wealth Management
California
$1.35M -$292K -4,437 -18%
WPW
721
Watershed Private Wealth
Illinois
$1.35M -$65K -988 -5%
GA
722
GoalVest Advisory
New York
$1.34M -$723 -11 -0.1%
CWM
723
CIBC World Markets
New York
$1.34M +$12K +183 +0.9%
CA
724
CGN Advisors
Kansas
$1.34M -$26.8K -407 -2%
RCA
725
Resonant Capital Advisors
Wisconsin
$1.29M -$46.2K -702 -3%