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SPDR S&P 500 ETF Trust

4,146 hedge funds and large institutions have $342B invested in SPDR S&P 500 ETF Trust in 2025 Q2 according to their latest regulatory filings, with 254 funds opening new positions, 1,751 increasing their positions, 1,606 reducing their positions, and 146 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,146
Holders Change
+32
Holders Change %
+0.78%
% of All Funds
55.56%
Holding in Top 10
1,071
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-0.37%
% of All Funds
14.35%
New
254
Increased
1,751
Reduced
1,606
Closed
146
Calls
$324B
Puts
$613B
Net Calls
-$288B
Net Calls Change
-$75.9B
Name Holding Trade Value Shares
Change
Shares
Change %
CICC
2551
Capital Investment Counsel (Colorado)
Colorado
$1.75M +$97K +157 +6%
WWA
2552
Wingate Wealth Advisors
Massachusetts
$1.75M -$66.7K -108 -4%
SCM
2553
Shelton Capital Management
Colorado
$1.75M
CFSG
2554
Community Financial Services Group
Vermont
$1.75M -$19.8K -32 -1%
Legacy Financial Group (Iowa)
2555
Legacy Financial Group (Iowa)
Iowa
$1.75M +$50K +81 +3%
MF
2556
Meridian Financial
Massachusetts
$1.75M -$54.4K -88 -3%
IWN
2557
Independent Wealth Network
Iowa
$1.75M +$130K +210 +8%
PGWM
2558
Pitti Group Wealth Management
New York
$1.75M -$21.6K -35 -1%
CPCM
2559
Cardinal Point Capital Management
Ontario, Canada
$1.75M -$96K -155 -5%
ECM
2560
Exchange Capital Management
Michigan
$1.74M -$102K -165 -6%
CWG
2561
Crown Wealth Group
North Carolina
$1.74M +$1.24M +2,013 +251%
BCM
2562
Bourgeon Capital Management
Connecticut
$1.73M +$109K +176 +7%
AIS
2563
Accredited Investor Services
Minnesota
$1.73M
BWM
2564
BlackDiamond Wealth Management
New York
$1.73M -$1.24K -2 -0.1%
ULWM
2565
Upper Left Wealth Management
Florida
$1.73M +$411K +665 +31%
CAM
2566
Claret Asset Management
Quebec, Canada
$1.73M +$1.73M +2,799 New
AFA
2567
American Financial Advisors
Georgia
$1.73M +$51.3K +83 +3%
DI
2568
Disciplined Investors
Texas
$1.73M +$16.7K +27 +1%
AEPWM
2569
Atlantic Edge Private Wealth Management
Florida
$1.73M +$55.6K +90 +3%
CNC
2570
Citizens & Northern Corp
Pennsylvania
$1.73M
SIG
2571
Spinnaker Investment Group
California
$1.73M +$3.71K +6 +0.2%
SI
2572
Sava Infond
Slovenia
$1.72M +$154K +250 +10%
IFA
2573
Index Fund Advisors
California
$1.72M -$31.5K -51 -2%
MPW
2574
MA Private Wealth
California
$1.71M -$73.5K -119 -4%
PTC
2575
Philadelphia Trust Company
Pennsylvania
$1.71M