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SPDR S&P 500 ETF Trust

4,138 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 252 funds opening new positions, 1,746 increasing their positions, 1,605 reducing their positions, and 145 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,138
Holders Change
+25
Holders Change %
+0.61%
% of All Funds
55.54%
Holding in Top 10
1,069
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-0.56%
% of All Funds
14.35%
New
252
Increased
1,746
Reduced
1,605
Closed
145
Calls
$324B
Puts
$613B
Net Calls
-$288B
Net Calls Change
-$75.9B
Name Holding Trade Value Shares
Change
Shares
Change %
LFA
4101
Legend Financial Advisors
Pennsylvania
$39.8K +$39.8K +64 New
LA
4102
Legacy Advisors
Pennsylvania
$39.7K -$25.6K -15,789 -39%
IMC
4103
Investment Management Corporation
Virginia
$39.4K +$1.85K +3 +5%
DWM
4104
Dogwood Wealth Management
Kansas
$39.1K -$27.9K -45 -42%
MAFA
4105
MJT & Associates Financial Advisory
Minnesota
$38.3K
SAM
4106
Sherman Asset Management
California
$37.1K
CFS
4107
CGC Financial Services
Oregon
$37.1K
OCM
4108
Orion Capital Management
California
$35.8K
C
4109
Covestor
United Kingdom
$34K +$25.2K +40 +286%
HFM
4110
Hartford Financial Management
Connecticut
$34K -$37.1K -60 -52%
PS
4111
PayPay Securities
Japan
$34K -$2.47K -4 -7%
RFG
4112
REAP Financial Group
Texas
$34K
Marshall Wace
4113
Marshall Wace
United Kingdom
$32.7K -$4.57M -7,403 -99%
CFG
4114
Chapman Financial Group
Hawaii
$32.1K +$32.1K +52 New
PP
4115
Pingora Partners
Wyoming
$30.9K +$30.9K +50 New
BI
4116
BFI Infinity
Switzerland
$27.8K +$27.8K +45 New
EAM
4117
Eukles Asset Management
Ohio
$25.3K +$17.3K +28 +215%
AIM
4118
Access Investment Management
Georgia
$24.7K +$24.7K +40 New
DFC
4119
DB Fitzpatrick & Co
Idaho
$24.1K
BAM
4120
Byrne Asset Management
New Jersey
$23.5K +$23.5K +38 New
SC
4121
Sawyer & Company
Massachusetts
$23K
CCM
4122
Carderock Capital Management
Maryland
$22.2K +$22.2K +36 New
FC
4123
Fairscale Capital
New Hampshire
$21.3K
ATC
4124
Advantage Trust Company
Kansas
$19.2K
VWA
4125
Valued Wealth Advisors
Utah
$18.9K