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SPDR Portfolio S&P 500 ETF
SPLG

Overview Fund Activity

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

Top Buyers

1
Bank of America
Bank of America
North Carolina
$2.07B
2
UIM
USS Investment Management
United Kingdom
$1.39B
3
Jones Financial Companies
Jones Financial Companies
Missouri
$2.03B
4
Betterment LLC
Betterment LLC
New York
$4.27B
5
Allianz Asset Management
Allianz Asset Management
Germany
$845M

Top Sellers

1
SLI
Sumitomo Life Insurance
Japan
$0
2
IAA
Independent Advisor Alliance
North Carolina
$7.85M
3
ACM
Advance Capital Management
Michigan
$673M
4
Osaic Holdings
Osaic Holdings
Arizona
$529M
5
GI
Gradient Investments
Minnesota
$227M
Name Holding Trade Value Shares
Change 		Shares
Change %
QFPS
176
Quantum Financial Planning Services
Washington
$29.2M +$1.17M +17,794 +4%
RA
177
RFG Advisory
Alabama
$29.1M +$4.15M +63,115 +17%
DLIC
178
Daido Life Insurance Company
Japan
$29M – – –
GVCM
179
Global View Capital Management
Wisconsin
$29M +$7.18M +109,237 +33%
FF
180
Fortitude Financial
Washington
$28.7M +$14.5M +220,281 +102%
RWP
181
Ridgeline Wealth Planning
Ohio
$27.6M +$705K +10,715 +3%
EIA
182
Eldridge Investment Advisors
New Hampshire
$27.5M -$659K -10,014 -2%
WA
183
WBH Advisory
Maryland
$26.8M +$5.31M +80,712 +25%
NG
184
Novem Group
New York
$26.6M -$1.21M -18,405 -4%
MHWM
185
Montz Harcus Wealth Management
Louisiana
$26.6M +$385K +5,860 +1%
SA
186
Scarborough Advisors
Maryland
$26.5M -$1.7M -25,897 -6%
TPW
187
Talon Private Wealth
Florida
$26.2M +$23.6M +344,545 +906%
BWS
188
Broadway Wealth Solutions
Texas
$26.1M +$1.75M +26,654 +7%
FI
189
Financial Insights
Washington
$25.8M +$2.15M +32,753 +9%
TWM
190
TSA Wealth Management
Texas
$25.7M -$2.21M -33,642 -8%
T
191
Tableaux
Massachusetts
$25.5M +$891K +13,551 +4%
VAS
192
Vestmark Advisory Solutions
Massachusetts
$25.2M +$4.89M +74,419 +24%
LGW
193
Leslie Global Wealth
Illinois
$24.7M +$913K +13,884 +4%
AWS
194
Atria Wealth Solutions
New York
$24.6M -$3.87M -58,876 -14%
RIM
195
Rockbridge Investment Management
New York
$24.5M +$3.12M +47,425 +15%
IPA
196
Investment Planning Advisors
Georgia
$24.3M +$4.84M +73,610 +25%
LSWP
197
Liberty Square Wealth Partners
Pennsylvania
$24.3M +$295K +4,492 +1%
NA
198
Nottingham Advisors
New York
$24.3M -$3.37M -51,287 -12%
Cerity Partners
199
Cerity Partners
New York
$24M +$1.72M +26,104 +8%
PBF
200
Petix & Botte Financial
California
$23.8M +$6.82M +103,644 +40%
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