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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 %
CPA
876
Capital Planning Advisors
California
$632K +$10.1K +153 +2%
GWM
877
GK Wealth Management
Nevada
$632K +$53.2K +809 +9%
LWM
878
LongView Wealth Management
Georgia
$627K +$62K +943 +11%
ORG
879
Optimist Retirement Group
Washington
$625K +$1.12K +17 +0.2%
PWS
880
Precision Wealth Strategies
Missouri
$624K -$2.89K -44 -0.5%
IA
881
Inspire Advisors
Idaho
$622K +$205K +3,114 +49%
LWANC
882
Laurel Wealth Advisors (North Carolina)
North Carolina
$622K -$1.45K -22 -0.2%
TDC
883
Thompson Davis & Co
Virginia
$621K +$82.2K +1,250 +15%
Empower Advisory Group
884
Empower Advisory Group
Colorado
$620K -$49.3K -749 -7%
RW
885
Regimen Wealth
Georgia
$608K +$35.8K +542 +6%
MCCP
886
Mission Creek Capital Partners
California
$592K – – –
CWM
887
Chemistry Wealth Management
New York
$592K +$41.3K +628 +7%
SWM
888
Segment Wealth Management
Texas
$591K +$366K +5,563 +163%
AUB
889
Atlantic Union Bankshares
Virginia
$589K – – –
KFI
890
Key Financial Inc
Pennsylvania
$588K -$30.8K -469 -5%
CG
891
Corundum Group
Colorado
$588K -$1.74M -26,534 -75%
HFM
892
Hartford Financial Management
Connecticut
$586K -$787K -11,964 -57%
MCM
893
Magnolia Capital Management
New York
$585K – – –
CWM
894
Cranbrook Wealth Management
Michigan
$572K – – –
NCM
895
Northwest Capital Management
Oregon
$569K -$293K -4,451 -34%
TPA
896
Trivium Point Advisory
Connecticut
$569K -$181K -2,760 -24%
JIC
897
Johnson Investment Counsel
Ohio
$567K +$3.16K +48 +0.6%
FA
898
Fortis Advisors
Pennsylvania
$565K -$66.5K -1,011 -11%
AWC
899
Abundance Wealth Counselors
Pennsylvania
$562K – – –
SFG
900
Sovereign Financial Group
Connecticut
$555K -$18.3K -279 -3%
34 35
36
37 38