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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 %
SWA
776
Serenus Wealth Advisors
California
$979K – – –
SFM
777
Signet Financial Management
New Jersey
$978K -$279K -4,243 -22%
MWM
778
MBE Wealth Management
Wisconsin
$965K -$928K -14,105 -49%
AIA
779
AssuredPartners Investment Advisors
Florida
$962K -$17.8K -270 -2%
FFO
780
Fortitude Family Office
Arizona
$955K +$460 +7 +0%
NF
781
Nikulski Financial
Iowa
$947K -$21K -319 -2%
AWM
782
Avior Wealth Management
Nebraska
$946K -$92.4K -1,405 -9%
TF
783
TLWM Financial
Texas
$939K -$1.45K -22 -0.2%
HA
784
Hofer & Associates
California
$926K +$27.3K +415 +3%
SA
785
Stewardship Advisors
Pennsylvania
$924K +$160K +2,433 +21%
EWA
786
EP Wealth Advisors
California
$915K -$202K -3,066 -18%
EFG
787
Embree Financial Group
Illinois
$906K +$6.51K +99 +0.7%
FL
788
FreeGulliver LLC
Louisiana
$900K -$275K -4,188 -23%
FMN
789
Financial Management Network
California
$897K -$14.6K -246 -2%
CB
790
Community Bank
New York
$896K -$92.6K -1,408 -9%
KFG
791
Kingdom Financial Group
Arizona
$892K -$298K -4,525 -25%
WIP
792
WealthCare Investment Partners
Rhode Island
$886K -$56.2K -929 -6%
CPA
793
Cardiff Park Advisors
California
$885K +$833K +12,674 +1,604%
FWM
794
FSR Wealth Management
Illinois
$878K -$336K -5,106 -28%
AWM
795
Apollon Wealth Management
South Carolina
$875K -$46.8K -711 -5%
BTWM
796
Baker Tilly Wealth Management
Wisconsin
$868K -$8.29K -126 -0.9%
CFG
797
Copley Financial Group
California
$863K -$335K -5,094 -28%
MIAS
798
Mason Investment Advisory Services
Virginia
$859K – – –
AIM
799
Anchor Investment Management
South Carolina
$854K +$17.7K +269 +2%
Vanguard Group
800
Vanguard Group
Pennsylvania
$851K +$229K +3,478 +37%
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