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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 %
CIBC World Market
926
CIBC World Market
Ontario, Canada
$487K +$251K +3,811 +106%
BOC
927
Blue Oak Capital
California
$487K -$326K -4,953 -40%
4A
928
4Wealth Advisors
Illinois
$483K -$85.7K -1,303 -15%
LSA
929
Lion Street Advisors
Texas
$483K +$121K +1,833 +33%
MIS
930
Morningstar Investment Services
Illinois
$482K -$70.5K -1,072 -13%
LC
931
Lavaca Capital
Texas
$480K -$15.5K -235 -3%
VCP
932
Verus Capital Partners
Arizona
$479K +$479K +7,279 New
PFA
933
Pure Financial Advisors
California
$472K +$35.4K +539 +8%
FMWA
934
Forvis Mazars Wealth Advisors
Missouri
$470K +$34.1K +519 +8%
M1FG
935
Mach-1 Financial Group
Arkansas
$469K +$469K +7,135 New
3AM
936
3EDGE Asset Management
Florida
$465K +$44.6K +678 +11%
CFMC
937
Curbstone Financial Management Corp
New Hampshire
$460K +$460K +7,000 New
SAG
938
SageView Advisory Group
California
$460K +$13.2K +201 +3%
PPWM
939
PFG Private Wealth Management
Florida
$457K +$3.42K +52 +0.8%
SRWM
940
Shira Ridge Wealth Management
California
$456K -$55.8K -849 -11%
AI
941
Accredited Investors
Minnesota
$455K – – –
RA
942
Riversedge Advisors
Delaware
$455K – – –
JFG
943
Jefferies Financial Group
New York
$452K – – –
ACM
944
Advisors Capital Management
New Jersey
$450K +$30.8K +468 +7%
CFP
945
Cypress Financial Planning
New Jersey
$448K -$150K -2,274 -25%
WEG
946
World Equity Group
Illinois
$441K -$566K -8,604 -56%
PFA
947
Portland Financial Advisors
New York
$440K +$23.6K +359 +6%
FFA
948
Founders Financial Alliance
North Carolina
$438K +$1.78K +27 +0.4%
MWM
949
MY Wealth Management
Maryland
$437K – – –
AF
950
Allworth Financial
California
$437K -$21.7K -337 -5%
36 37
38
39 40