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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 %
SWM
1201
Stark Wealth Management
Pennsylvania
$11.7M +$11.7M +21,780 New
WC
1202
Waterloo Capital
Texas
$11.7M +$2.65M +4,294 +29%
TS
1203
Triglav Skladi
Slovenia
$11.7M -$760K -1,230 -6%
NPT
1204
Nixon Peabody Trust
Massachusetts
$11.7M -$581K -940 -5%
WDG
1205
Wealth Dimensions Group
Ohio
$11.6M +$106K +171 +0.9%
OPW
1206
Oxler Private Wealth
New York
$11.6M -$90.2K -146 -0.8%
SFWC
1207
Strategic Family Wealth Counselors
New Jersey
$11.6M -$135K -218 -1%
LMKC
1208
L.M. Kohn & Company
Ohio
$11.6M -$871K -1,409 -7%
WPC
1209
Wedmont Private Capital
Pennsylvania
$11.6M +$1.62M +2,596 +16%
HWA
1210
Hillcrest Wealth Advisors
New Jersey
$11.6M -$233K -377 -2%
LKWM
1211
Lee-Kelleher Wealth Management
Maryland
$11.6M -$291K -471 -2%
SF
1212
Symphony Financial
Texas
$11.6M +$10.7M +7,254 +1,213%
CI
1213
Cordant Inc
Oregon
$11.5M -$136K -220 -1%
SHFP
1214
Second Half Financial Partners
Florida
$11.5M +$5.25M +8,495 +84%
QC
1215
Qalhat Capital
British Virgin Islands
$11.5M
MWM
1216
MorganRosel Wealth Management
Colorado
$11.5M +$22.9K +37 +0.2%
BAM
1217
Berkshire Asset Management
Pennsylvania
$11.4M -$213K -344 -2%
NFA
1218
Northern Financial Advisors
Michigan
$11.4M -$110K -178 -1%
CGF
1219
Constant Guidance Financial
Massachusetts
$11.4M -$845K -1,368 -7%
VIP
1220
Vista Investment Partners
Oklahoma
$11.4M +$34.6K +56 +0.3%
WC
1221
Weil Company
California
$11.3M -$10.5M -17,036 -48%
MG
1222
Mather Group
Illinois
$11.3M +$125K +203 +1%
ZIG
1223
Zurich Insurance Group
Switzerland
$11.3M -$1.74M -2,800 -13%
AO
1224
Advisor OS
Illinois
$11.3M -$3.63M -5,880 -24%
VHAM
1225
Van Hulzen Asset Management
California
$11.3M -$116K -188 -1%