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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
55.87%
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 %
SC
1926
Stephenson & Company
California
$3.53M +$1.12K +2 +0%
GLLW
1927
Graves Light Lenhart Wealth
Virginia
$3.52M -$112K -200 -3%
RPC
1928
Rossmore Private Capital
Connecticut
$3.52M -$177K -316 -5%
KAS
1929
KPP Advisory Services
Kentucky
$3.52M +$2.48M +4,426 +238%
MWA
1930
Midland Wealth Advisors
Illinois
$3.52M -$2.05M -3,657 -37%
WIC
1931
Woodmont Investment Counsel
Tennessee
$3.51M +$229K +409 +7%
NCM
1932
Northside Capital Management
Oregon
$3.51M +$126K +226 +4%
OFP
1933
OFC Financial Planning
New Jersey
$3.5M -$25.2K -45 -0.7%
TWM
1934
Tradition Wealth Management
Minnesota
$3.49M +$365K +653 +12%
CAM
1935
Councilmark Asset Management
Tennessee
$3.49M
FVCM
1936
F&V Capital Management
Florida
$3.48M
KWM
1937
Keebeck Wealth Management
Illinois
$3.48M +$258K +460 +8%
CT
1938
Colonial Trust
South Carolina
$3.48M -$26.9K -48 -0.8%
AF
1939
Affiance Financial
Minnesota
$3.47M -$129K -231 -4%
CFG
1940
Cooper Financial Group
California
$3.47M -$57.6K -103 -2%
SFS
1941
Security Financial Services
Indiana
$3.47M -$20.1K -36 -0.6%
TLA
1942
Tanglewood Legacy Advisors
Texas
$3.46M -$721K -1,289 -17%
FA
1943
Flagstar Advisors
New York
$3.46M +$79.7K +142 +2%
CHC
1944
City Holding Co
West Virginia
$3.46M +$303K +542 +10%
VWM
1945
Valley Wealth Managers
New Jersey
$3.46M -$140K -251 -4%
FWM
1946
Forza Wealth Management
Florida
$3.45M
PIM
1947
Pullen Investment Management
Florida
$3.45M -$18.5K -33 -0.5%
BA
1948
BCM Advisors
Louisiana
$3.44M
MAV
1949
Mason & Associates (Virginia)
Virginia
$3.44M -$12.9K -23 -0.4%
FA
1950
Fagan Associates
New York
$3.44M -$93.4K -167 -3%