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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 %
OSAM
751
O'Shaughnessy Asset Management
Connecticut
$1.15M +$516K +7,851 +82%
WFS
752
WealthGarden F.S.
California
$1.13M -$968K -14,719 -46%
MW
753
Marcum Wealth
Ohio
$1.11M +$569K +8,653 +105%
CPA
754
Clear Point Advisors
New York
$1.11M +$1.32K +20 +0.1%
JIP
755
Jaffetilchin Investment Partners
Florida
$1.1M +$167K +2,533 +18%
FWM
756
Fingerlakes Wealth Management
New York
$1.1M -$11.5K -175 -1%
CTWM
757
Cherry Tree Wealth Management
Minnesota
$1.09M
FA
758
FSA Advisors
Michigan
$1.09M +$547K +8,312 +101%
LBC
759
Leigh Baldwin & Co
New York
$1.08M -$130K -1,976 -11%
SCM
760
Sebold Capital Management
Illinois
$1.08M +$18.5K +282 +2%
PFG
761
Prosperity Financial Group
California
$1.08M +$38.6K +587 +4%
UAG
762
United Advisor Group
Ohio
$1.07M +$232K +3,529 +28%
WMWM
763
Wilkins Miller Wealth Management
Alabama
$1.07M +$1.07M +16,306 New
QWM
764
Quadcap Wealth Management
Texas
$1.07M -$316K -4,802 -23%
SFC
765
Summit Financial Consulting
Michigan
$1.07M +$1.07M +16,219 New
EWA
766
EverSource Wealth Advisors
Alabama
$1.06M +$74.2K +1,129 +8%
3F
767
360 Financial
Minnesota
$1.05M -$1.78K -27 -0.2%
CAMV
768
Concord Asset Management (Virginia)
Virginia
$1.04M +$97.5K +1,549 +10%
MFG
769
Magnus Financial Group
New York
$1.04M -$233K -3,542 -18%
NAS
770
Nicolet Advisory Services
Wisconsin
$1.04M +$272K +4,413 +36%
TAP
771
Tounjian Advisory Partners
Florida
$1.04M +$1.04M +15,776 New
TVM
772
True Vision MN
Minnesota
$1.01M +$62.7K +954 +7%
VCA
773
Verdence Capital Advisors
Maryland
$993K -$25.5K -388 -3%
MAFA
774
MJT & Associates Financial Advisory
Minnesota
$993K +$993K +15,098 New
WFA
775
Wells Financial Advisors
Massachusetts
$987K +$38.8K +590 +4%