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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 %
CW
2676
Curio Wealth
Maryland
$1.54M +$1.54M +2,486 +35,514%
WWM
2677
Whalen Wealth Management
Nevada
$1.54M -$135K -218 -8%
AOWM
2678
Alpha Omega Wealth Management
Virginia
$1.54M +$4.33K +7 +0.3%
TWM
2679
Trevian Wealth Management
Massachusetts
$1.54M +$167K +270 +12%
GC
2680
Giverny Capital
Quebec, Canada
$1.53M -$57.5K -93 -4%
AV
2681
ASR Vermogensbeheer
Netherlands
$1.52M -$15.5K -25 -1%
OFG
2682
Orcam Financial Group
California
$1.52M +$618 +1 +0%
MSWA
2683
Marshall & Sterling Wealth Advisors
New York
$1.52M -$220K -357 -13%
TAM
2684
Townsend Asset Management
North Carolina
$1.51M +$51.3K +83 +4%
CWM
2685
Castle Wealth Management
Florida
$1.51M -$620 -1 -0%
EWM
2686
Elite Wealth Management
Washington
$1.51M -$1.04M -1,679 -41%
MMG
2687
Monetary Management Group
Missouri
$1.51M
SAM
2688
Smartleaf Asset Management
Massachusetts
$1.51M +$515K +837 +52%
BWM
2689
Bernard Wealth Management
Michigan
$1.5M -$13K -21 -0.9%
WKSWA
2690
White Knight Strategic Wealth Advisors
New Jersey
$1.5M -$164K -266 -10%
MWA
2691
Martel Wealth Advisors
Washington
$1.5M +$187K +302 +14%
QFA
2692
Quantum Financial Advisors
California
$1.5M +$1.24K +2 +0.1%
PC
2693
Permanens Capital
New York
$1.49M -$949K -1,531 -39%
PHS
2694
Pekin Hardy Strauss
Illinois
$1.49M +$111K +179 +8%
LCM
2695
Leisure Capital Management
California
$1.49M +$60.5K +98 +4%
Capital Research Global Investors
2696
Capital Research Global Investors
California
$1.49M -$1.9M -3,084 -56%
Zurich Cantonal Bank
2697
Zurich Cantonal Bank
Switzerland
$1.49M -$112M -181,804 -99%
RCM
2698
Radnor Capital Management
Pennsylvania
$1.48M +$71.7K +116 +5%
FA
2699
FSA Advisors
Michigan
$1.48M +$133K +216 +10%
CB
2700
CNB Bank
Pennsylvania
$1.48M +$17.9K +29 +1%