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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 %
CCFM
101
Clear Creek Financial Management
Washington
$54.9M +$15.1M +229,101 +38%
GWM
102
Geneos Wealth Management
Colorado
$53.9M +$34.3M +520,903 +175%
AI
103
Auour Investments
Massachusetts
$53.8M +$2.42M +37,191 +5%
PWH
104
Priebe Wealth Holdings
Minnesota
$53.5M +$5.96M +90,674 +13%
NPI
105
New Perspectives Inc
Mississippi
$53.1M -$3.91M -59,472 -7%
IWP
106
IAG Wealth Partners
Wisconsin
$52.1M +$2.38M +36,238 +5%
OWA
107
One Wealth Advisors
California
$51.9M -$4.5M -68,422 -8%
SFS
108
Security Financial Services
Indiana
$50.5M -$8.31M -126,443 -14%
SCA
109
Snowden Capital Advisors
New York
$49.8M +$171K +2,594 +0.3%
AP
110
Americana Partners
Texas
$49.7M -$3.8M -57,739 -7%
NSAM
111
North Star Asset Management
Wisconsin
$49.6M +$2.14M +32,471 +5%
ES
112
Eagle Strategies
New York
$49.3M +$2M +30,356 +4%
DWM
113
Denver Wealth Management
Colorado
$48.9M +$365K +5,556 +0.8%
HWM
114
Horizon Wealth Management
Illinois
$48.8M -$20.5M -311,371 -30%
DAS
115
Dynamic Advisor Solutions
Arizona
$48.8M +$48.8M +742,383 New
HGWM
116
Horst & Graben Wealth Management
Oregon
$48.6M -$3.92M -59,663 -7%
ODFS
117
O'Donnell Financial Services
California
$47M -$393K -5,983 -0.8%
Janus Henderson Group
118
Janus Henderson Group
United Kingdom
$46.7M
LEFP
119
Leading Edge Financial Planning
Tennessee
$46.2M +$2.19M +33,238 +5%
PWM
120
Penobscot Wealth Management
Maine
$45.6M +$4.73M +71,860 +12%
BCM
121
Brookstone Capital Management
Illinois
$45.5M -$1.59M -24,122 -3%
ODIJL
122
One Day In July LLC
Vermont
$45.1M +$7.32M +111,282 +19%
HI
123
Harbour Investments
Wisconsin
$44.8M -$5.07M -77,032 -10%
PWG
124
Private Wealth Group
Florida
$44.6M -$3.62M -55,035 -8%
BPWM
125
Badgley Phelps Wealth Managers
Washington
$44.1M -$22.2M -337,160 -33%