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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 %
UFA
1176
US Financial Advisors
Massachusetts
$11M +$35.8K +64 +0.3%
4WM
1177
49 Wealth Management
Texas
$11M +$10.1M +18,144 +1,192%
MCM
1178
MidAtlantic Capital Management
Virginia
$11M +$135K +241 +1%
BV
1179
Boxwood Ventures
Illinois
$11M
MAM
1180
McLean Asset Management
Virginia
$10.9M +$168K +339 +2%
NFG
1181
Nations Financial Group
Iowa
$10.9M +$2.21M +3,954 +25%
BFC
1182
Bedel Financial Consulting
Indiana
$10.9M +$708K +1,267 +7%
FMC
1183
First Merchants Corp
Indiana
$10.9M -$85.6K -153 -0.8%
SVWAG
1184
Sound View Wealth Advisors Group
Georgia
$10.8M +$864K +1,545 +9%
TWP
1185
TFO Wealth Partners
Ohio
$10.8M +$369K +659 +4%
MM
1186
Morangie Management
Florida
$10.8M -$2.41M -4,299 -18%
WA
1187
WestEnd Advisors
North Carolina
$10.8M -$19.1M -34,094 -64%
GFPC
1188
Global Financial Private Client
Florida
$10.8M -$651K -1,163 -6%
MSFS
1189
Main Street Financial Solutions
Pennsylvania
$10.8M +$1.86M +3,326 +21%
CW
1190
Channel Wealth
California
$10.8M +$1.35M +2,418 +14%
SL
1191
Sentinus LLC
Illinois
$10.8M -$237K -423 -2%
LKWM
1192
Lee-Kelleher Wealth Management
Maryland
$10.8M +$256K +457 +2%
VOYA Investment Management
1193
VOYA Investment Management
Georgia
$10.8M +$2.2M +3,929 +26%
EFA
1194
Edge Financial Advisors
Illinois
$10.8M -$128K -229 -1%
FFW
1195
Fusion Family Wealth
New York
$10.8M +$5.28M +9,435 +96%
LWM
1196
Lyell Wealth Management
California
$10.8M -$724K -1,295 -6%
HWA
1197
Hillcrest Wealth Advisors
New Jersey
$10.7M -$736K -1,315 -6%
BAM
1198
Berkshire Asset Management
Pennsylvania
$10.7M -$435K -769 -4%
SFWC
1199
Strategic Family Wealth Counselors
New Jersey
$10.7M +$371K +663 +4%
OPW
1200
Oxler Private Wealth
New York
$10.6M -$11.2K -20 -0.1%