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SPDR Portfolio S&P 500 ETF
SPLG

Overview Fund Activity

1,332 hedge funds and large institutions have $50.9B invested in SPDR Portfolio S&P 500 ETF in 2025 Q2 according to their latest regulatory filings, with 141 funds opening new positions, 603 increasing their positions, 441 reducing their positions, and 55 closing their positions.

Holders
1,332
Holders Change
+58
Holders Change %
+4.55%
% of All Funds
17.89%
Holding in Top 10
281
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-1.4%
% of All Funds
3.77%
New
141
Increased
603
Reduced
441
Closed
55
Calls
$49.7M
Puts
$47.4M
Net Calls
+$2.3M
Net Calls Change
+$2.02M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$4.32B
2
UIM
2
USS Investment Management
United Kingdom
$3.02B
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$3.2B
4
Betterment LLC
4
Betterment LLC
New York
$5.37B
5
KCM
5
Kedalion Capital Management
United Kingdom
$510M

Top Sellers

1
Allianz Asset Management
1
Allianz Asset Management
Germany
$3.27K
2
Invesco
2
Invesco
Georgia
$768M
3
ACM
3
Advance Capital Management
Michigan
$584M
4
Natixis Advisors
4
Natixis Advisors
Massachusetts
$225M
5
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$209M
Name Market Value Shares Shares
Change 		Shares
Change %
RIM
176
Rockbridge Investment Management
New York
$30.5M 420,143 +48,194 +13%
LGW
177
Leslie Global Wealth
Illinois
$30.5M 419,871 +44,920 +12%
MHWM
178
Montz Harcus Wealth Management
Louisiana
$30.5M 419,555 +15,637 +4%
PBF
179
Petix & Botte Financial
California
$30.2M 415,981 +53,467 +15%
BHB
180
Bank Hapoalim BM
Israel
$30.2M 459,000 – –
HGWM
181
Horst & Graben Wealth Management
Oregon
$30.1M 414,348 -324,870 -44%
EIA
182
Eldridge Investment Advisors
New Hampshire
$30.1M 414,023 -4,056 -1%
GAG
183
Goodman Advisory Group
Massachusetts
$29.9M 411,202 -34,035 -8%
NRI
184
NFP Retirement Inc
California
$29.9M 411,098 -119,113 -22%
RA
185
RFG Advisory
Alabama
$29.2M 401,116 -42,026 -9%
IPA
186
Investment Planning Advisors
Georgia
$29.1M 400,023 +30,190 +8%
PWH
187
Priebe Wealth Holdings
Minnesota
$28.8M 395,949 -417,284 -51%
NG
188
Novem Group
New York
$28.5M 392,531 -12,373 -3%
PWA
189
Physician Wealth Advisors
Utah
$27.8M 382,317 -282,361 -42%
MWM
190
Modern Wealth Management
Kansas
$27.4M 376,949 +342,755 +1,002%
KAM
191
Knightsbridge Asset Management
California
$27.3M 375,228 +21,542 +6%
VAS
192
Vestmark Advisory Solutions
Massachusetts
$27.2M 374,754 -8,722 -2%
Bank of New York Mellon
193
Bank of New York Mellon
New York
$27.2M 374,540 +119,130 +47%
MW
194
Maia Wealth
Colorado
$27.2M 373,889 -142,118 -28%
CIC
195
Carnegie Investment Counsel
Ohio
$27.2M 373,635 +45,696 +14%
WCFA
196
Walkner Condon Financial Advisors
Wisconsin
$27M 371,718 +26,852 +8%
KLI
197
Kelman-Lazarov Inc
Tennessee
$26.9M 369,916 +52,004 +16%
LSWP
198
Liberty Square Wealth Partners
Pennsylvania
$26.8M 368,592 -564 -0.2%
FFA
199
Farther Finance Advisors
California
$26.7M 367,976 +298,692 +431%
LWL
200
Leo Wealth LLC
Texas
$26.6M 366,552 +366,552 New
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