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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 %
S
1126
SignatureFD
Georgia
$140K +$263 +4 +0.2%
PFM
1127
Phillips Financial Management
Indiana
$133K
ITIM
1128
Indiana Trust & Investment Management
Indiana
$132K
GK
1129
Graney & King
New York
$131K +$66 +1 +0.1%
RF
1130
Rossby Financial
Florida
$129K +$129K +1,988 New
GTAM
1131
Global Trust Asset Management
Florida
$122K -$101K -1,540 -45%
BCMLT
1132
Beacon Capital Management LLC (Tennessee)
Tennessee
$120K +$76.1K +1,157 +172%
FCG
1133
Financial Connections Group
California
$118K +$65 +1 +0.1%
KWM
1134
Kiker Wealth Management
Georgia
$115K +$60.5K +920 +112%
OP
1135
ORG Partners
Indiana
$113K +$109K +1,652 +2,542%
AAP
1136
Arax Advisory Partners
Colorado
$113K +$66.6K +1,013 +145%
WCM
1137
Winthrop Capital Management
Indiana
$107K -$35.8K -545 -25%
PAG
1138
Paladin Advisory Group
Iowa
$103K +$19.9K +302 +24%
MPWT
1139
MassMutual Private Wealth & Trust
Connecticut
$98.6K -$16.1K -245 -14%
RWM
1140
Rialto Wealth Management
New York
$97.2K +$197 +3 +0.2%
NFSG
1141
Newbridge Financial Services Group
Florida
$93K -$28.9K -440 -24%
DWM
1142
Darwin Wealth Management
Florida
$91.6K
Barclays
1143
Barclays
United Kingdom
$89K
AA
1144
Ancora Advisors
Ohio
$86.9K -$36.8K -560 -30%
SHF
1145
Safe Harbor Fiduciary
Florida
$83.4K +$1.38K +21 +2%
GEA
1146
Glen Eagle Advisors
New Jersey
$81.7K -$41.8K -635 -34%
AIM
1147
Arcadia Investment Management
Michigan
$80.6K -$13.2K -200 -14%
PWAM
1148
Private Wealth Asset Management
Iowa
$79K +$79K +1,202 New
RS
1149
Rakuten Securities
Japan
$77K -$12.7K -193 -14%
CA
1150
Centerpoint Advisors
Massachusetts
$74K