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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 %
HCM
901
Hillman Capital Management
Maryland
$554K +$32.4K +492 +6%
PMFA
902
Plante Moran Financial Advisors
Michigan
$554K +$65.8K +1,000 +13%
KeyBank National Association
903
KeyBank National Association
Ohio
$551K +$350K +5,319 +174%
OWA
904
ORBA Wealth Advisors
Illinois
$542K -$1.64K -25 -0.3%
CNBOF
905
City National Bank of Florida
Florida
$541K
SF
906
Synovus Financial
Georgia
$540K -$21K -319 -4%
FCM
907
Fourpath Capital Management
Oklahoma
$538K -$16.5K -251 -3%
OBWG
908
Onyx Bridge Wealth Group
New York
$531K -$126K -1,916 -19%
HNW
909
High Note Wealth
Minnesota
$527K +$24.5K +373 +5%
MA
910
Mosaic Advisors
Texas
$526K -$573K -8,708 -52%
GSIS
911
Global Strategic Investment Solutions
Arizona
$526K
AIM
912
Acropolis Investment Management
Missouri
$525K +$66 +1 +0%
MWM
913
MGB Wealth Management
Texas
$518K +$17.9K +273 +4%
Citigroup
914
Citigroup
New York
$515K -$69K -1,049 -12%
EFA
915
Evernest Financial Advisors
Indiana
$515K -$23K -350 -4%
TIAA Trust, National Association
916
TIAA Trust, National Association
North Carolina
$515K -$13.6K -207 -3%
ADL
917
Asset Dedication LLC
California
$513K -$200K -3,035 -28%
AA
918
AJ Advisors
Tennessee
$509K +$15.2K +231 +3%
MA
919
MJP Associates
Connecticut
$505K +$1.18K +18 +0.2%
MPW
920
Magnolia Private Wealth
Pennsylvania
$505K +$97.5K +1,482 +24%
RCM
921
Raleigh Capital Management
North Carolina
$501K -$19.1K -290 -4%
OWA
922
Outlook Wealth Advisors
Texas
$496K +$1.91K +29 +0.4%
TWA
923
Talisman Wealth Advisors
New Jersey
$496K +$80.2K +1,220 +19%
CFP
924
Catalyst Financial Partners
Massachusetts
$491K -$76.6K -1,165 -13%
OFG
925
Opulen Financial Group
Virginia
$490K +$1.64K +25 +0.3%