SPLG icon

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 %
CAM
826
Cresset Asset Management
Illinois
$774K +$292K +4,438 +61%
NLWP
827
Next Level Wealth Planning
Idaho
$773K +$2.17K +33 +0.3%
BI
828
Beckerman Institutional
New Jersey
$773K +$33.4K +507 +5%
DC
829
Destiny Capital
Colorado
$770K +$137K +2,078 +22%
DRS
830
Deane Retirement Strategies
Louisiana
$770K -$95K -1,445 -11%
PFA
831
Peak Financial Advisors
Colorado
$766K -$9.88M -150,303 -93%
MASUI
832
MIRAE ASSET SECURITIES (USA) INC.
New York
$754K +$754K +11,466 New
HWP
833
Heritage Wealth Partners
Ohio
$754K +$94.6K +1,439 +14%
LMKC
834
L.M. Kohn & Company
Ohio
$748K -$22K -334 -3%
RBFC
835
Roman Butler Fullerton & Co
Missouri
$742K -$15.6K -246 -2%
EC
836
Estate Counselors
Wisconsin
$728K +$728K +11,075 New
PIAS
837
PCA Investment Advisory Services
Ohio
$728K +$30.4K +463 +4%
BJL
838
Brighton Jones LLC
Washington
$726K +$429K +6,528 +145%
LFG
839
Lockerman Financial Group
California
$721K -$4.74K -72 -0.7%
CB
840
Chris Bulman
California
$719K +$132 +2 +0%
UCFA
841
United Capital Financial Advisors
Texas
$715K -$96K -1,460 -12%
HTHT
842
Hemenway Trust Hemenway Trust
New Hampshire
$712K – – –
CB
843
Commerce Bank
Missouri
$712K +$159K +2,413 +29%
KAS
844
KPP Advisory Services
Kentucky
$709K +$709K +10,789 New
TCPG
845
Trivant Custom Portfolio Group
California
$707K -$5.59K -85 -0.8%
AMM
846
American Money Management
California
$704K -$23.3K -355 -3%
LWM
847
Liberty Wealth Management
California
$698K -$19.1K -290 -3%
FOA
848
Five Oceans Advisors
California
$697K -$92.3K -1,404 -12%
PFG
849
Pacific Financial Group
Washington
$696K -$293K -4,459 -30%
FPW
850
Flagship Private Wealth
Massachusetts
$696K -$2.57K -39 -0.4%
32 33
34
35 36