SPY icon

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 %
TBWA
801
Three Bridge Wealth Advisors
California
$20.1M +$31.4K +56 +0.2%
TA
802
TrueWealth Advisors
Alabama
$20.1M -$5.59M -9,999 -22%
LIM
803
Leavell Investment Management
Alabama
$20M -$447K -796 -2%
SWM
804
Segment Wealth Management
Texas
$20M -$95.1K -170 -0.5%
NL
805
NEPC LLC
Massachusetts
$20M
WGC
806
Watts Gwilliam & Co
Arizona
$20M +$816K +1,459 +4%
BC
807
Belmont Capital
California
$20M
UBP
808
Union Bancaire Privee
Switzerland
$20M -$12.9M -22,676 -39%
CF
809
Copperwynd Financial
Arizona
$20M -$970K -1,734 -5%
CPA
810
Compass Planning Associates
Massachusetts
$19.9M +$416K +743 +2%
JJBC
811
James J. Burns & Company
New York
$19.9M +$3.14M +5,617 +19%
SAM
812
Silvercrest Asset Management
New York
$19.9M -$21.6M -38,572 -52%
WC
813
Weil Company
California
$19.8M +$9.59M +17,144 +94%
TWM
814
Thrive Wealth Management
Pennsylvania
$19.8M -$919K -1,642 -4%
Financial Engines Advisors
815
Financial Engines Advisors
California
$19.7M +$303K +542 +2%
DWP
816
Daymark Wealth Partners
Ohio
$19.7M -$797K -1,424 -4%
OSAM
817
O'Shaughnessy Asset Management
Connecticut
$19.6M -$1.26M -2,251 -6%
HH
818
Hilltop Holdings
Texas
$19.6M -$1.1M -1,968 -5%
ACM
819
Alight Capital Management
New York
$19.6M +$19.6M +35,000 New
PTC
820
Private Trust Company
Ohio
$19.6M +$2.54M +4,533 +15%
HW
821
Hancock Whitney
Mississippi
$19.5M -$1.61M -2,880 -8%
BDL
822
Banque de Luxembourg
Luxembourg
$19.5M
ST
823
Sentinel Trust
Texas
$19.4M -$298K -532 -2%
PI
824
PineBridge Investments
New York
$19.4M -$4.59M -8,206 -19%
HT
825
Heritage Trust
Oklahoma
$19.3M +$2.29M +4,099 +13%