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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, 1,750 increasing their positions, 1,607 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
1,750
Reduced
1,607
Closed
146
Calls
$324B
Puts
$613B
Net Calls
-$288B
Net Calls Change
-$75.9B
Name Holding Trade Value Shares
Change
Shares
Change %
DWP
826
Daymark Wealth Partners
Ohio
$21.7M -$13K -21 -0.1%
SWM
827
Segment Wealth Management
Texas
$21.6M -$547K -885 -2%
CCA
828
Cobblestone Capital Advisors
New York
$21.5M +$1.25M +2,024 +6%
BIAS
829
Beacon Investment Advisory Services
New Jersey
$21.5M +$1.77M +2,869 +9%
AWM
830
Accurate Wealth Management
Florida
$21.4M +$543K +868 +3%
BWM
831
Brickley Wealth Management
California
$21.4M -$1.6M -2,591 -7%
BCWM
832
Bartlett & Co Wealth Management
Ohio
$21.3M +$274K +442 +1%
BWM
833
Bulltick Wealth Management
Florida
$21.3M +$4.04M +6,520 +23%
SC
834
Saiph Capital
New Jersey
$21.1M -$30.9K -50 -0.1%
AA
835
Advisory Alpha
Michigan
$21.1M -$3.31M -5,350 -14%
FIC
836
FCG Investment Company
Tennessee
$21.1M +$20.6M +33,400 +4,926%
TWM
837
Thrive Wealth Management
Pennsylvania
$20.9M -$915K -1,481 -4%
WB
838
WesBanco Bank
West Virginia
$20.9M +$5.34M +8,636 +34%
PAG
839
Private Advisory Group
Washington
$20.8M +$5.36M +8,680 +35%
AIM
840
Aspen Investment Management
Michigan
$20.8M -$397K -643 -2%
HFAS
841
Hummer Financial Advisory Services
Illinois
$20.8M
FMWA
842
Forvis Mazars Wealth Advisors
Missouri
$20.8M -$2.29M -3,704 -10%
GWA
843
Genesis Wealth Advisors
Massachusetts
$20.8M +$1.65M +2,678 +9%
MC
844
Medici Capital
California
$20.8M -$21.8M -35,262 -51%
NC
845
NewSquare Capital
Pennsylvania
$20.7M +$135K +219 +0.7%
IA
846
Insight Advisors
Pennsylvania
$20.6M +$1.56M +2,528 +8%
SEI Investments
847
SEI Investments
Pennsylvania
$20.5M +$1.74M +2,823 +9%
TM
848
Tikvah Management
North Carolina
$20.5M
CWA
849
Clarus Wealth Advisors
Arizona
$20.4M +$401K +647 +2%
MWA
850
Meridian Wealth Advisors
Texas
$20.4M -$390K -632 -2%