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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 %
FFW
1051
Fusion Family Wealth
New York
$272K +$7.83K +119 +3%
SW
1052
Schulz Wealth
Texas
$269K +$4.27K +65 +2%
SL
1053
Sentinus LLC
Illinois
$268K
BWM
1054
BCGM Wealth Management
Indiana
$268K -$3.88K -59 -1%
JWA
1055
JFS Wealth Advisors
Pennsylvania
$268K +$11.8K +179 +5%
NAS
1056
NWF Advisory Services
California
$267K -$35.4K -539 -12%
AF
1057
Amara Financial
California
$267K +$921 +14 +0.3%
CAC
1058
Certified Advisory Corp
Florida
$267K -$17.6K -267 -6%
PWP
1059
PrairieView Wealth Partners
Illinois
$265K +$19.9K +303 +8%
ATC
1060
Argent Trust Co
Tennessee
$264K
KCP
1061
Kera Capital Partners
California
$262K +$262K +3,989 New
EW
1062
Element Wealth
Mississippi
$262K +$258K +3,919 +6,029%
SI
1063
Stephens Inc
Arkansas
$261K +$19.7K +300 +8%
OIS
1064
Okabena Investment Services
Minnesota
$260K +$260K +3,951 New
HAC
1065
Harbor Advisory Corp
New Hampshire
$259K
RWM
1066
Revisor Wealth Management
Ohio
$257K +$257K +3,910 New
FB
1067
Fulton Bank
Pennsylvania
$257K -$72.1K -1,096 -22%
EWM
1068
Empirical Wealth Management
Washington
$256K -$133K -2,027 -34%
PCS
1069
Private Client Services
Kentucky
$256K +$8.48K +129 +3%
FA
1070
FF Advisors
California
$254K -$6.93K -105 -3%
CAWM
1071
Capital A Wealth Management
Pennsylvania
$252K -$1.32M -20,045 -84%
EL
1072
Essex LLC
Illinois
$251K +$251K +3,816 New
PWM
1073
Prosperity Wealth Management
California
$250K
MWA
1074
Meridian Wealth Advisors
Texas
$249K +$329 +5 +0.1%
SP
1075
Sequent Planning
Nebraska
$248K -$61.8K -940 -20%