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SPDR S&P 500 ETF Trust

4,144 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 253 funds opening new positions, 1,750 increasing their positions, 1,606 reducing their positions, and 146 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,144
Holders Change
+30
Holders Change %
+0.73%
% of All Funds
55.55%
Holding in Top 10
1,070
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-0.47%
% of All Funds
14.34%
New
253
Increased
1,750
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 %
SWM
826
Segment Wealth Management
Texas
$21.6M -$547K -885 -2%
CCA
827
Cobblestone Capital Advisors
New York
$21.5M +$1.25M +2,024 +6%
BIAS
828
Beacon Investment Advisory Services
New Jersey
$21.5M +$1.77M +2,869 +9%
AWM
829
Accurate Wealth Management
Florida
$21.4M +$543K +868 +3%
BWM
830
Brickley Wealth Management
California
$21.4M -$1.6M -2,591 -7%
BCWM
831
Bartlett & Co Wealth Management
Ohio
$21.3M +$274K +442 +1%
BWM
832
Bulltick Wealth Management
Florida
$21.3M +$4.04M +6,520 +23%
SC
833
Saiph Capital
New Jersey
$21.1M -$30.9K -50 -0.1%
AA
834
Advisory Alpha
Michigan
$21.1M -$3.31M -5,350 -14%
FIC
835
FCG Investment Company
Tennessee
$21.1M +$20.6M +33,400 +4,926%
TWM
836
Thrive Wealth Management
Pennsylvania
$20.9M -$915K -1,481 -4%
WB
837
WesBanco Bank
West Virginia
$20.9M +$5.34M +8,636 +34%
PAG
838
Private Advisory Group
Washington
$20.8M +$5.36M +8,680 +35%
AIM
839
Aspen Investment Management
Michigan
$20.8M -$397K -643 -2%
HFAS
840
Hummer Financial Advisory Services
Illinois
$20.8M
FMWA
841
Forvis Mazars Wealth Advisors
Missouri
$20.8M -$2.29M -3,704 -10%
GWA
842
Genesis Wealth Advisors
Massachusetts
$20.8M +$1.65M +2,678 +9%
MC
843
Medici Capital
California
$20.8M -$21.8M -35,262 -51%
NC
844
NewSquare Capital
Pennsylvania
$20.7M +$135K +219 +0.7%
IA
845
Insight Advisors
Pennsylvania
$20.6M +$1.56M +2,528 +8%
SEI Investments
846
SEI Investments
Pennsylvania
$20.5M +$1.74M +2,823 +9%
TM
847
Tikvah Management
North Carolina
$20.5M
CWA
848
Clarus Wealth Advisors
Arizona
$20.4M +$401K +647 +2%
MWA
849
Meridian Wealth Advisors
Texas
$20.4M -$390K -632 -2%
PTC
850
Private Trust Company
Ohio
$20.3M -$1.27M -2,051 -6%