SPLG icon

SPDR Portfolio S&P 500 ETF

1,274 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 133 funds opening new positions, 586 increasing their positions, 422 reducing their positions, and 66 closing their positions.

Holders
1,274
Holders Change
+38
Holders Change %
+3.07%
% of All Funds
17.31%
Holding in Top 10
285
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+1.42%
% of All Funds
3.87%
New
133
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 %
APTFM
76
AGUR Provident & Training Funds Management
Israel
$74.2M
IWC
77
Integrated Wealth Concepts
Massachusetts
$73.9M -$26M -395,514 -26%
SWP
78
Stratos Wealth Partners
Ohio
$72.3M -$705K -10,727 -1%
OFS
79
OneAscent Financial Services
Alabama
$71.6M +$925K +14,013 +1%
NEWAS
80
N.E.W. Advisory Services
Wisconsin
$69.7M +$5.26M +79,930 +8%
AAG
81
Armstrong Advisory Group
Massachusetts
$68.9M
Royal Bank of Canada
82
Royal Bank of Canada
Ontario, Canada
$68.8M -$9.32M -141,729 -12%
IF
83
Intrua Financial
Texas
$67.9M +$2.62M +39,821 +4%
CIAS
84
CFS Investment Advisory Services
New Jersey
$65.1M -$6.92M -105,286 -10%
AWE
85
Avidian Wealth Enterprises
Texas
$64.8M +$9.57M +145,555 +17%
CBT
86
Crews Bank & Trust
Florida
$64.7M +$958K +14,563 +2%
BFA
87
Brown Financial Advisory
Alabama
$63.4M +$3.45M +52,414 +6%
VPP
88
Vertex Planning Partners
Illinois
$61.4M +$1.29M +19,570 +2%
VA
89
VestGen Advisors
Illinois
$60.7M +$60.7M +922,932 New
ACG
90
Allen Capital Group
Nebraska
$60.5M -$659K -10,024 -1%
SGWM
91
Sterling Group Wealth Management
California
$60.4M +$1.24M +18,861 +2%
RIS
92
Retirement Income Solutions
Michigan
$59.4M +$29.8M +453,791 +101%
OBWP
93
O'Brien Wealth Partners
Massachusetts
$57.7M +$1.15M +17,461 +2%
IMC Chicago
94
IMC Chicago
Illinois
$57.6M +$57.6M +875,913 New
LWA
95
Lifelong Wealth Advisors
Minnesota
$57.5M -$405K -6,159 -0.7%
DA
96
Detalus Advisors
Missouri
$57.4M -$1.68M -25,595 -3%
ODG
97
O'Dell Group
Ohio
$57M -$139K -2,107 -0.2%
PAS
98
Park Avenue Securities
New York
$56.1M +$3.04M +46,195 +6%
PS
99
Principal Securities
Iowa
$55.3M
WANY
100
Wealthspire Advisors (New York)
New York
$55.1M -$1.68M -25,523 -3%