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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.

New
Increased
Maintained
Reduced
Closed
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 %
PWA
126
Physician Wealth Advisors
Utah
$43.7M -$4M -60,887 -8%
Thrivent Financial for Lutherans
127
Thrivent Financial for Lutherans
Minnesota
$43.7M -$655K -9,305 -1%
GIA
128
Gladstone Institutional Advisory
Florida
$43.6M +$1.5M +22,874 +4%
FEG
129
Financial Enhancement Group
Indiana
$42.8M +$130K +2,098 +0.3%
WWM
130
Western Wealth Management
Colorado
$40.1M +$3.85M +58,564 +11%
TFG
131
Tull Financial Group
Virginia
$39.7M +$27.1M +412,483 +215%
SCM
132
SOL Capital Management
Maryland
$39.6M +$4.55M +69,142 +13%
CWM
133
CCG Wealth Management
California
$39.3M -$3.94M -59,843 -9%
KFGK
134
Keystone Financial Group (Kentucky)
Kentucky
$39.1M -$1.81M -27,478 -4%
CWM
135
Cahaba Wealth Management
Georgia
$38.8M +$591K +8,984 +2%
SFA
136
Sequoia Financial Advisors
Ohio
$38.2M -$997K -15,158 -3%
RWA
137
Redhawk Wealth Advisors
Minnesota
$38.1M +$37.1M +563,824 +3,559%
PCM
138
Penserra Capital Management
California
$38M +$38M +577,646 New
FHA
139
Flagship Harbor Advisors
Massachusetts
$37.9M +$316K +4,806 +0.8%
KV
140
Kickstand Ventures
New York
$37.8M -$6.94M -105,611 -16%
WMN
141
Wealth Management Nebraska
Nebraska
$37.7M +$37.7M +572,613 New
US Bancorp
142
US Bancorp
Minnesota
$37.1M +$2.19M +33,330 +6%
SC
143
Savant Capital
Illinois
$36.9M -$18.1M -274,797 -33%
WA
144
Waverly Advisors
Alabama
$36.6M +$2.95M +44,845 +9%
IA
145
IFP Advisors
Florida
$36.2M +$1.47M +22,319 +4%
CWM
146
Cornerstone Wealth Management
Missouri
$36.1M +$605K +9,196 +2%
CSP
147
Cary Street Partners
Virginia
$35.9M +$2.74M +41,642 +8%
SAW
148
Signal Advisors Wealth
Michigan
$35.4M +$9.13M +138,798 +35%
MSWMA
149
Market Street Wealth Management Advisors
Indiana
$35.3M -$264K -4,014 -0.7%
CFS
150
Compass Financial Services
Iowa
$34.9M +$461K +7,013 +1%