SPY icon

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
55.87%
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 %
JFG
1651
JDM Financial Group
Texas
$5.21M -$324K -579 -6%
TWA
1652
TCI Wealth Advisors
Arizona
$5.21M -$186K -332 -3%
RPGK
1653
Retirement Planning Group (Kansas)
Kansas
$5.21M -$902K -1,613 -15%
SW
1654
Simplicity Wealth
New Jersey
$5.2M -$3.38M -6,049 -39%
WA1
1655
Wimmer Associates 1
California
$5.19M -$4.11K -7 -0.1%
RCM
1656
Raleigh Capital Management
North Carolina
$5.18M -$3.7M -6,606 -42%
CRWM
1657
Castle Rock Wealth Management
California
$5.17M -$332K -593 -6%
TF
1658
Tompkins Financial
New York
$5.16M +$200K +358 +4%
CC
1659
Chicago Capital
Illinois
$5.15M +$683K +1,221 +15%
BTWM
1660
Brass Tax Wealth Management
Ohio
$5.15M +$116K +207 +2%
SAM
1661
Secure Asset Management
Michigan
$5.14M +$2.21M +3,957 +76%
CJH
1662
Christopher J. Hasenberg
Wisconsin
$5.14M +$5.07M +9,042 +7,292%
WA
1663
Wealthstream Advisors
New York
$5.14M +$30.8K +55 +0.6%
IFWM
1664
Institute for Wealth Management
Colorado
$5.13M -$4.21M -7,534 -45%
VCP
1665
Vista Capital Partners
Oregon
$5.12M -$380K -679 -7%
BGCP
1666
Bristol Gate Capital Partners
Ontario, Canada
$5.12M -$4.48M -8,017 -47%
SAM
1667
S.A. Mason
Michigan
$5.11M +$11.2K +20 +0.2%
AAM
1668
Aureus Asset Management
Massachusetts
$5.1M -$401K -716 -7%
CFS
1669
Coordinated Financial Services
Colorado
$5.1M -$179K -320 -3%
UWM
1670
USAdvisors Wealth Management
Minnesota
$5.1M +$48.7K +87 +1%
AA
1671
Auxano Advisors
Washington
$5.09M -$77.2K -138 -1%
W
1672
WPWealth
Texas
$5.09M -$6.15K -11 -0.1%
JPLA
1673
Joseph P. Lucia & Associates
New York
$5.08M +$297K +531 +6%
PWP
1674
Private Wealth Partners
California
$5.07M +$72.7K +130 +1%
GA
1675
GSG Advisors
New Jersey
$5.05M +$8.78K +16 +0.2%