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SPDR S&P 500 ETF Trust

4,114 hedge funds and large institutions have $313B invested in SPDR S&P 500 ETF Trust in 2025 Q1 according to their latest regulatory filings, with 203 funds opening new positions, 1,589 increasing their positions, 1,812 reducing their positions, and 187 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,114
Holders Change
-66
Holders Change %
-1.58%
% of All Funds
55.88%
Holding in Top 10
1,075
Holding in Top 10 Change
-58
Holding in Top 10 Change %
-5.12%
% of All Funds
14.6%
New
203
Increased
1,589
Reduced
1,812
Closed
187
Calls
$304B
Puts
$516B
Net Calls
-$213B
Net Calls Change
+$80.4B
Name Holding Trade Value Shares
Change
Shares
Change %
BWG
2626
Beta Wealth Group
California
$1.49M -$131K -235 -8%
CASB
2627
Cape Ann Savings Bank
Massachusetts
$1.49M -$16.8K -30 -1%
CCA
2628
Clearwater Capital Advisors
Illinois
$1.49M +$74.4K +133 +5%
WPA
2629
Wealth Preservation Advisors
Tennessee
$1.49M +$1.49M +2,661 New
CTA
2630
Colonial Trust Advisors
South Carolina
$1.49M
SHFA
2631
SS&H Financial Advisors
Michigan
$1.49M
WI
2632
Westbourne Investments
Virginia
$1.49M -$37.5K -67 -2%
OAM
2633
Occidental Asset Management
California
$1.49M -$62.7K -112 -4%
AA
2634
Aire Advisors
California
$1.49M -$302K -540 -17%
CF
2635
Clarity Financial
Texas
$1.48M -$3.76M -6,718 -72%
DKCM
2636
Davidson Kahn Capital Management
California
$1.48M +$72.2K +129 +5%
TFA
2637
Tobias Financial Advisors
Florida
$1.48M +$1.48M +2,651 New
BL
2638
Balentine LLC
Georgia
$1.48M +$530K +948 +56%
DWG
2639
Darden Wealth Group
Michigan
$1.48M -$13.4K -24 -0.9%
GBWM
2640
Granite Bay Wealth Management
New Hampshire
$1.48M +$256K +457 +21%
AC
2641
Addenda Capital
Quebec, Canada
$1.47M -$84.1K -150 -5%
SW
2642
SkyOak Wealth
Michigan
$1.47M +$54.8K +98 +4%
BCM
2643
Bourgeon Capital Management
Connecticut
$1.47M -$73.3K -131 -5%
CCM
2644
Cambridge Capital Management
Illinois
$1.47M -$559 -1 -0%
SFP
2645
Sterling Financial Planning
New Jersey
$1.47M
NWM
2646
Navigation Wealth Management
Colorado
$1.47M -$71.3M -127,742 -98%
BA
2647
BIP Alliance
Georgia
$1.47M +$159K +285 +12%
IWN
2648
Independent Wealth Network
Iowa
$1.46M -$8.95K -16 -0.6%
CA
2649
Crumly & Associates
Illinois
$1.46M +$1.68K +3 +0.1%
CW
2650
Curio Wealth
Maryland
$1.46M -$474M -2,272 -100%