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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 %
EWA
1076
Exencial Wealth Advisors
Oklahoma
$246K +$55.4K +842 +29%
AF
1077
Affiance Financial
Minnesota
$243K – – –
PRS
1078
Pinkerton Retirement Specialists
Idaho
$241K +$241K +3,665 New
WPC
1079
Wedmont Private Capital
Pennsylvania
$240K -$378K -6,017 -61%
AIM
1080
Advyzon Investment Management
Illinois
$238K -$21.4K -326 -8%
FGAM
1081
Financial Gravity Asset Management
Texas
$238K +$238K +3,619 New
GWMR
1082
GC Wealth Management RIA
Massachusetts
$237K +$237K +3,598 New
MCM
1083
Mendel Capital Management
Arkansas
$236K +$8.48K +129 +4%
SSB
1084
Sandy Spring Bank
Maryland
$236K -$6.38K -97 -3%
PMG
1085
ProVise Management Group
Florida
$236K -$15.5K -235 -6%
OAS
1086
Optivise Advisory Services
Tennessee
$236K -$83.1K -1,263 -26%
OWM
1087
Orgel Wealth Management
Wisconsin
$235K +$15.7K +239 +7%
CCA
1088
Cypress Capital Advisors
Tennessee
$235K -$474K -7,215 -67%
SWM
1089
Silverlake Wealth Management
Vermont
$232K +$14.2K +216 +7%
CCMW
1090
Cypress Capital Management (Wyoming)
Wyoming
$232K -$6.05K -92 -3%
SW
1091
SlateStone Wealth
Florida
$230K – – –
AIA
1092
Allied Investment Advisors
Montana
$230K +$230K +3,496 New
OCM
1093
Orion Capital Management
California
$228K -$1.38K -21 -0.6%
SRB
1094
Shotwell Rutter Baer
Michigan
$224K – – –
PA
1095
Pineridge Advisors
Missouri
$221K +$855 +13 +0.4%
CA
1096
Claro Advisors
Massachusetts
$220K -$3.81K -58 -2%
WJA
1097
Willis Johnson & Associates
Texas
$220K +$220K +3,341 New
IPW
1098
Impact Partnership Wealth
Georgia
$219K -$96.2K -1,463 -31%
CAM
1099
Clark Asset Management
New Hampshire
$218K +$218K +3,316 New
YWM
1100
Yukon Wealth Management
Kansas
$218K +$218K +3,313 New
42 43
44
45 46