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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 %
EI
2926
Ethic Inc
New York
$989K +$107K +190 +12%
HIA
2927
HTG Investment Advisors
Connecticut
$988K +$10.6K +19 +1%
GFWA
2928
Grey Fox Wealth Advisors
Delaware
$987K -$71.8K -128 -7%
IB
2929
Iyo Bank
Japan
$986K +$986K +1,762 New
WFAG
2930
Wescott Financial Advisory Group
Pennsylvania
$982K -$53.2K -95 -5%
SMG
2931
Smart Money Group
Texas
$982K -$6.65M -11,886 -87%
CFS
2932
Compass Financial Services
Iowa
$982K +$85K +152 +9%
SWM
2933
Sendero Wealth Management
Texas
$981K
DIS
2934
Diversified Investment Strategies
Louisiana
$978K +$36.4K +65 +4%
BRWM
2935
Blue Rock Wealth Management
North Carolina
$977K +$50.9K +91 +5%
SDWIA
2936
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$974K +$176K +314 +22%
BAM
2937
Bellevue Asset Management
Washington
$973K -$59.9K -107 -6%
CNAM
2938
Campbell Newman Asset Management
Wisconsin
$972K +$972K +1,737 New
FG
2939
Fiduciary Group
Georgia
$970K -$265K -473 -21%
VH
2940
Visionary Horizons
Tennessee
$970K +$25.2K +45 +3%
RFP
2941
Root Financial Partners
California
$968K -$76.6K -137 -7%
MA
2942
MAS Advisors
Florida
$968K
MCM
2943
Marathon Capital Management
Maryland
$966K -$54.3K -97 -5%
PCM
2944
Passive Capital Management
Maryland
$964K
RA
2945
Rise Advisors
New York
$963K +$242K +432 +33%
TWA
2946
Trellis Wealth Advisors
California
$962K +$651K +1,163 +209%
VFG
2947
Victory Financial Group
Texas
$960K +$105K +187 +12%
LWM
2948
Lionsbridge Wealth Management
Florida
$960K -$364K -651 -28%
IA
2949
Intellus Advisors
Florida
$958K -$51.5K -92 -5%
HKIMG
2950
Hutchens & Kramer Investment Management Group
Indiana
$957K +$294K +525 +44%