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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 %
PNC Financial Services Group
201
PNC Financial Services Group
Pennsylvania
$23.5M +$220K +3,352 +0.9%
KAM
202
Knightsbridge Asset Management
California
$23.3M -$209K -3,172 -0.9%
CWG
203
Crown Wealth Group
North Carolina
$22.9M -$2.9M -44,170 -11%
LAS
204
Lloyd Advisory Services
Georgia
$22.8M -$3.49M -53,084 -13%
WCFA
205
Walkner Condon Financial Advisors
Wisconsin
$22.7M -$4.24M -64,434 -16%
LFAS
206
Level Four Advisory Services
Texas
$22.6M +$536K +8,153 +2%
MFA
207
Mayflower Financial Advisors
Massachusetts
$22.4M +$888K +13,499 +4%
WCP
208
Welch Capital Partners
New York
$22.3M +$14.2M +216,044 +177%
FFWA
209
Forthright Family Wealth Advisory
Texas
$22.2M +$428K +6,516 +2%
FFN
210
Focus Financial Network
Minnesota
$22.2M -$709K -10,779 -3%
American Century Companies
211
American Century Companies
Missouri
$22M +$967K +14,700 +5%
WAOI
212
Wealth Advisors of Iowa
Iowa
$21.7M -$514K -7,813 -2%
VWM
213
Vigilare Wealth Management
Arizona
$21.6M +$21.6M +328,140 New
CW
214
CreativeOne Wealth
Kansas
$21.4M -$13M -198,270 -38%
IA
215
IFG Advisory
Georgia
$20.9M -$82.1K -1,249 -0.4%
SCM
216
Steele Capital Management
Iowa
$20.9M -$132K -2,005 -0.6%
KLI
217
Kelman-Lazarov Inc
Tennessee
$20.9M +$20.9M +317,912 New
MWM
218
McMill Wealth Management
Nebraska
$20.8M +$1.09M +16,629 +6%
Stifel Financial
219
Stifel Financial
Missouri
$20.6M -$211K -3,210 -1%
HIP
220
HUB Investment Partners
Texas
$20.4M +$1.42M +21,611 +8%
WWA
221
WCG Wealth Advisors
Nevada
$20.4M -$3.88M -58,957 -16%
KP
222
Keel Point
Alabama
$20.3M +$42.7K +650 +0.2%
MFG
223
MidWestOne Financial Group
Iowa
$20.3M +$195K +2,963 +1%
WWG
224
West Wealth Group
California
$20.1M -$5.94M -90,035 -23%
CWS
225
Cypress Wealth Services
California
$20M +$103K +1,563 +0.5%