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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 %
NRI
151
NFP Retirement Inc
California
$34.9M +$3.98M +60,575 +13%
PA
152
PSI Advisors
Florida
$34.2M +$653K +9,931 +2%
CA
153
CSM Advisors
Pennsylvania
$33.7M -$824K -12,530 -2%
FHC
154
First Heartland Consultants
Missouri
$32.9M +$597K +9,076 +2%
LSERS
155
Louisiana State Employees Retirement System
Louisiana
$32.7M +$7.76M +118,000 +31%
MW
156
Maia Wealth
Colorado
$32.7M -$2.28M -36,026 -7%
SFP
157
Strategic Financial Partners
Oregon
$32.5M -$4.02M -61,166 -11%
Fifth Third Bancorp
158
Fifth Third Bancorp
Ohio
$32.5M +$1.42M +21,617 +5%
C1AG
159
Client 1st Advisory Group
Florida
$32M +$773K +11,753 +2%
HFA
160
Highland Financial Advisors
New Jersey
$31.6M +$1.13M +17,229 +4%
MGIA
161
Moneta Group Investment Advisors
Missouri
$31.2M +$168K +2,553 +0.5%
KFP
162
KMG Fiduciary Partners
Ohio
$31.1M -$1.04M -15,762 -3%
Principal Financial Group
163
Principal Financial Group
Iowa
$30.9M +$1.11M +16,807 +4%
LFG
164
Larson Financial Group
Missouri
$30.9M +$6.53M +99,315 +27%
IWM
165
IHT Wealth Management
Illinois
$30.8M -$25.3M -384,570 -45%
Citadel Advisors
166
Citadel Advisors
Florida
$30.4M +$23.1M +351,438 +317%
LIA
167
Luken Investment Analytics
Tennessee
$30.4M +$19.8M +301,110 +187%
MFG
168
Merit Financial Group
Georgia
$30.3M -$11.4M -172,922 -27%
BHB
169
Bank Hapoalim BM
Israel
$30.2M +$3.49M +53,000 +13%
EH
170
Equitable Holdings
New York
$30M +$6.98M +106,145 +30%
BFG
171
Buttonwood Financial Group
Missouri
$29.9M -$2.95M -47,826 -9%
VCM
172
Virtue Capital Management
Tennessee
$29.9M +$29.9M +455,060 New
HPC
173
HM Payson & Co
Maine
$29.5M +$3.91M +59,423 +15%
PA
174
Procyon Advisors
Connecticut
$29.3M +$3.04M +46,206 +12%
GAG
175
Goodman Advisory Group
Massachusetts
$29.3M -$898K -13,650 -3%