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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 %
EWA
951
EverSource Wealth Advisors
Alabama
$15.1M +$6.4M +11,447 +73%
MA
952
MONECO Advisors
Connecticut
$15.1M -$272K -486 -2%
RZH
953
Relyea Zuckerberg Hanson
Connecticut
$15.1M +$31.3K +56 +0.2%
FCMC
954
Founders Capital Management (Connecticut)
Connecticut
$15.1M -$365K -653 -2%
AAM
955
American Asset Management
Florida
$15.1M -$1.13M -2,029 -7%
RIM
956
Rockbridge Investment Management
New York
$15.1M -$130K -232 -0.9%
SAM
957
Smithbridge Asset Management
Pennsylvania
$15.1M +$15.1M +26,939 New
WAG
958
Winthrop Advisory Group
Massachusetts
$15.1M -$2.83M -5,052 -16%
VAM
959
Verity Asset Management
North Carolina
$15.1M -$5.19M -9,280 -26%
OL
960
Optas LLC
Texas
$15.1M
TCA
961
Trifecta Capital Advisors
Illinois
$15M -$663K -1,185 -4%
CA
962
Calton & Associates
Florida
$15M +$5.82M +10,407 +63%
PWM
963
Peterson Wealth Management
Nevada
$15M +$250K +447 +2%
EFG
964
Ethos Financial Group
Pennsylvania
$14.9M +$1.28M +2,191 +9%
BFG
965
Berger Financial Group
Minnesota
$14.9M +$1.02M +1,825 +7%
PA
966
PFG Advisors
Arizona
$14.9M +$260K +464 +2%
PWA
967
PCG Wealth Advisors
Kansas
$14.9M +$641K +1,146 +4%
IWA
968
Icon Wealth Advisors
Texas
$14.9M +$171K +305 +1%
SC
969
SouthState Corp
Florida
$14.9M -$22.4K -40 -0.1%
GFP
970
Gryphon Financial Partners
Ohio
$14.9M -$687K -1,229 -4%
AUB
971
Atlantic Union Bankshares
Virginia
$14.9M -$528K -944 -3%
AWM
972
Axxcess Wealth Management
California
$14.9M +$2.49M +5,793 +20%
MWPCG
973
Measured Wealth Private Client Group
New Hampshire
$14.8M -$77.8K -139 -0.5%
TFCP
974
Twin Focus Capital Partners
Massachusetts
$14.8M +$2.06M +3,677 +16%
MWP
975
MYCIO Wealth Partners
Pennsylvania
$14.8M +$248K +444 +2%