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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 %
PG
1026
Patten Group
Tennessee
$321K +$10.5K +159 +3%
ESB
1027
Essex Savings Bank
Connecticut
$317K
AA
1028
Apriem Advisors
California
$317K -$29.9K -455 -9%
SGK
1029
Steigerwald Gordon & Koch
Virginia
$316K
RCM
1030
RB Capital Management
Nevada
$315K +$27K +410 +9%
MAM
1031
Milestone Asset Management
Pennsylvania
$315K +$315K +4,785 New
Lido Advisors
1032
Lido Advisors
California
$314K -$264K -4,021 -46%
PSFG
1033
Park Square Financial Group
Georgia
$304K +$48K +730 +19%
SIA
1034
Strategic Investment Advisors
Michigan
$302K -$664K -10,099 -69%
KIM
1035
Kestra Investment Management
Texas
$300K -$67.3K -1,023 -18%
IAIM
1036
International Assets Investment Management
Florida
$297K +$526 +8 +0.2%
PGF
1037
Plan Group Financial
Oklahoma
$284K +$855 +13 +0.3%
HFA
1038
High Falls Advisors
New York
$282K +$282K +4,289 New
WWM
1039
Woodside Wealth Management
Massachusetts
$282K +$282K +4,285 New
WF
1040
Welch & Forbes
Massachusetts
$281K -$13.2K -200 -4%
OCG
1041
Opus Capital Group
Ohio
$280K +$280K +4,263 New
CPWA
1042
Cerro Pacific Wealth Advisors
California
$279K
IC
1043
IEQ Capital
California
$279K -$562K -8,548 -67%
CJ
1044
Caitlin John
Michigan
$277K -$120K -1,819 -30%
TI
1045
Trexquant Investment
Connecticut
$277K +$277K +4,218 New
SEI Investments
1046
SEI Investments
Pennsylvania
$276K
LFA
1047
LGT Financial Advisors
Texas
$276K -$507K -7,702 -65%
HWM
1048
HB Wealth Management
Georgia
$276K +$24.1K +367 +10%
DAS
1049
Diversify Advisory Services
Utah
$274K -$1.69M -25,890 -86%
AL
1050
Aspiriant LLC
California
$273K +$273K +4,145 New