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SPDR Portfolio S&P 500 ETF
SPLG

Overview Fund Activity

1,340 hedge funds and large institutions have $51B invested in SPDR Portfolio S&P 500 ETF in 2025 Q2 according to their latest regulatory filings, with 144 funds opening new positions, 607 increasing their positions, 442 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,340
Holders Change
+66
Holders Change %
+5.18%
% of All Funds
17.97%
Holding in Top 10
281
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-1.4%
% of All Funds
3.77%
New
144
Increased
607
Reduced
442
Closed
54
Calls
$94.4M
Puts
$67.9M
Net Calls
+$26.5M
Net Calls Change
+$26.2M

Top Buyers

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

Top Sellers

1
Allianz Asset Management
Allianz Asset Management
Germany
$3.27K
2
Invesco
Invesco
Georgia
$768M
3
ACM
Advance Capital Management
Michigan
$584M
4
Natixis Advisors
Natixis Advisors
Massachusetts
$225M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$209M
Name Holding Trade Value Shares
Change 		Shares
Change %
Betterment LLC
1
Betterment LLC
New York
$5.37B +$655M +9,008,640 +14%
Bank of America
2
Bank of America
North Carolina
$4.32B +$2.03B +27,889,948 +89%
LPL Financial
3
LPL Financial
California
$3.25B +$202M +2,772,079 +7%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$3.2B +$949M +13,126,149 +42%
UIM
5
USS Investment Management
United Kingdom
$3.02B +$1.48B +20,372,102 +96%
Creative Planning
6
Creative Planning
Kansas
$2.26B +$23.3M +319,951 +1%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.15B +$118M +1,624,308 +11%
Morgan Stanley
8
Morgan Stanley
New York
$999M +$181M +2,494,974 +22%
Invesco
9
Invesco
Georgia
$768M -$412M -5,665,881 -35%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$723M +$106M +1,456,291 +17%
NMIFOAC
11
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$693M +$42.4M +583,000 +7%
Osaic Holdings
12
Osaic Holdings
Arizona
$637M +$83.1M +1,206,365 +15%
ACM
13
Advance Capital Management
Michigan
$584M -$161M -2,210,193 -22%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$583M -$45M -618,458 -7%
CCMG
15
Clark Capital Management Group
Pennsylvania
$551M +$16.8M +231,161 +3%
KCM
16
Kedalion Capital Management
United Kingdom
$510M +$510M +7,014,380 New
Goldman Sachs
17
Goldman Sachs
New York
$468M +$141M +1,946,207 +43%
TAL
18
TIG Advisors LLC
New York
$430M +$430M +5,910,541 New
OIA
19
OneDigital Investment Advisors
Kansas
$420M -$101M -1,392,020 -19%
1WM
20
1900 Wealth Management
Texas
$387M +$14M +192,047 +4%
Financial Engines Advisors
21
Financial Engines Advisors
California
$363M +$987K +13,580 +0.3%
Ameriprise
22
Ameriprise
Minnesota
$340M +$5.34M +73,400 +2%
GAG
23
GM Advisory Group
New York
$320M +$16.2M +223,111 +5%
TPCW
24
TD Private Client Wealth
New York
$313M +$21M +288,934 +7%
WAP
25
Wealthcare Advisory Partners
Pennsylvania
$313M +$39M +536,385 +14%
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