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
55.88%
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 %
TWP
1676
Tempus Wealth Planning
California
$5.03M +$625K +1,117 +14%
FTCM
1677
Fir Tree Capital Management
New York
$5.03M +$5.03M +8,991 New
MF
1678
Montis Financial
Massachusetts
$5.03M -$351K -628 -7%
FCM
1679
Fogel Capital Management
Florida
$5.01M +$88.9K +159 +2%
MPI
1680
Mairs & Power Inc
Minnesota
$5M -$40.3K -72 -0.8%
SCM
1681
Sterneck Capital Management
Missouri
$4.99M +$71.6K +128 +1%
RWM
1682
RKL Wealth Management
Pennsylvania
$4.94M +$134K +239 +3%
NFG
1683
Northeast Financial Group
Pennsylvania
$4.94M +$2.48M +4,426 +100%
AB
1684
Atlas Brown
Kentucky
$4.93M +$47K +84 +1%
IWA
1685
IBEX Wealth Advisors
New Jersey
$4.93M -$3.33M -5,951 -40%
UBV
1686
United Bank (Virginia)
Virginia
$4.92M +$130K +232 +3%
TFG
1687
Tilson Financial Group
New Jersey
$4.91M -$221K -395 -4%
SWA
1688
Sightline Wealth Advisors
Connecticut
$4.91M -$45.3K -81 -0.9%
VPIM
1689
Vanguard Personalized Indexing Management
California
$4.9M +$355K +634 +8%
DAM
1690
Deltec Asset Management
New York
$4.9M -$8.39K -15 -0.2%
HIS
1691
Harvest Investment Services
Illinois
$4.89M -$1.13M -2,014 -19%
PFG
1692
Pacific Financial Group
Washington
$4.89M -$108K -193 -2%
WCM
1693
Windsor Capital Management
Arizona
$4.89M -$202K -361 -4%
ANBT
1694
American National Bank & Trust
Texas
$4.88M -$304K -544 -6%
SRC
1695
Sage Rhino Capital
California
$4.87M -$1.76M -3,140 -27%
BIM
1696
Breakwater Investment Management
Washington
$4.86M
PFA
1697
Plotkin Financial Advisors
Maryland
$4.85M +$271K +484 +6%
BWM
1698
Baron Wealth Management
Michigan
$4.85M
MFWP
1699
Mosaic Family Wealth Partners
Missouri
$4.84M +$55.9K +100 +1%
AFG
1700
Arkansas Financial Group
Arkansas
$4.84M -$183K -349 -4%