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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.

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 Market Value Shares Shares
Change
Shares
Change %
Betterment LLC
1
Betterment LLC
New York
$4.27B 64,900,904 +11,988,520 +23%
LPL Financial
2
LPL Financial
California
$2.76B 41,960,691 +2,643,842 +7%
Bank of America
3
Bank of America
North Carolina
$2.07B 31,512,022 +24,332,182 +339%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$2.03B 31,074,010 +15,489,573 +99%
Creative Planning
5
Creative Planning
Kansas
$2.03B 30,820,373 +407,352 +1%
UIM
6
USS Investment Management
United Kingdom
$1.39B 21,200,000 +21,200,000 New
Invesco
7
Invesco
Georgia
$1.07B 16,237,931 +773,953 +5%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$938M 14,260,404 +1,335,809 +10%
Allianz Asset Management
9
Allianz Asset Management
Germany
$845M 12,846,198 +3,577,176 +39%
Morgan Stanley
10
Morgan Stanley
New York
$740M 11,248,559 +1,399,525 +14%
ACM
11
Advance Capital Management
Michigan
$673M 10,239,963 -1,986,458 -16%
NMIFOAC
12
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$589M 8,953,000
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$568M 8,644,075 -782,852 -8%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$558M 8,484,225 +613,217 +8%
Osaic Holdings
15
Osaic Holdings
Arizona
$529M 8,036,530 -1,515,079 -16%
CCMG
16
Clark Capital Management Group
Pennsylvania
$483M 7,350,431 +234,302 +3%
OIA
17
OneDigital Investment Advisors
Kansas
$471M 7,167,986 -403,593 -5%
1WM
18
1900 Wealth Management
Texas
$337M 5,125,848 +421,721 +9%
Financial Engines Advisors
19
Financial Engines Advisors
California
$327M 4,977,909 -36,483 -0.7%
Natixis Advisors
20
Natixis Advisors
Massachusetts
$327M 4,975,110 +1,795,270 +56%
Ameriprise
21
Ameriprise
Minnesota
$302M 4,598,268 -100,213 -2%
Goldman Sachs
22
Goldman Sachs
New York
$295M 4,487,762 +133,141 +3%
Manulife (Manufacturers Life Insurance)
23
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$291M 4,419,347 -200,564 -4%
SMM
24
Stadion Money Management
Georgia
$286M 4,352,005 -154,654 -3%
PAG
25
Private Advisor Group
New Jersey
$278M 4,222,404 +163,488 +4%