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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 %
SHWM
1351
Smith & Howard Wealth Management
Georgia
$9.22M +$124K +200 +1%
RC
1352
Roundview Capital
New Jersey
$9.21M +$25.9K +42 +0.3%
CAM
1353
Columbia Asset Management
Michigan
$9.21M +$309K +500 +3%
TWA
1354
TCI Wealth Advisors
Arizona
$9.19M +$3.43M +5,558 +60%
PFG
1355
Pinnacle Financial Group
Illinois
$9.15M -$22.9K -37 -0.2%
NF
1356
Nvest Financial
New Hampshire
$9.14M +$497K +804 +6%
WP
1357
Westmount Partners
California
$9.14M +$82.2K +133 +0.9%
TCM
1358
Triumph Capital Management
Colorado
$9.12M -$854K -1,383 -9%
EWA
1359
Exencial Wealth Advisors
Oklahoma
$9.1M -$1.1M -1,774 -11%
TCOV
1360
Trust Company of Vermont
Vermont
$9.06M +$824K +1,334 +10%
QPWM
1361
Quadrant Private Wealth Management
Pennsylvania
$9.03M +$163K +263 +2%
BWP
1362
Burling Wealth Partners
Illinois
$8.98M +$3.67M +5,936 +69%
PA
1363
Procyon Advisors
Connecticut
$8.97M -$14.7M -23,784 -62%
FAB
1364
First American Bank
Illinois
$8.95M +$59.3K +96 +0.7%
BI
1365
Bolthouse Investments
California
$8.94M +$408K +660 +5%
CBB
1366
Citizens Business Bank
California
$8.91M -$691K -1,119 -7%
SP
1367
Successful Portfolios
Florida
$8.88M -$61.2K -99 -0.7%
HIA
1368
Harbor Investment Advisory
Maryland
$8.88M +$617K +999 +7%
FWP
1369
FAS Wealth Partners
Kansas
$8.85M +$496K +803 +6%
LT
1370
Legacy Trust
Michigan
$8.76M -$7.46M -12,076 -46%
GIM
1371
Goelzer Investment Management
Indiana
$8.74M -$122K -197 -1%
NB
1372
NBT Bank
New York
$8.74M -$941K -1,523 -10%
JWM
1373
Jupiter Wealth Management
Colorado
$8.73M -$80.6K -125 -0.9%
CAM
1374
Carret Asset Management
New York
$8.72M -$164K -265 -2%
PSA
1375
Plum Street Advisors
Louisiana
$8.7M -$356K -576 -4%