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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, 1,751 increasing their positions, 1,606 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
1,751
Reduced
1,606
Closed
146
Calls
$324B
Puts
$613B
Net Calls
-$288B
Net Calls Change
-$75.9B
Name Holding Trade Value Shares
Change
Shares
Change %
NCM
2001
Next Capital Management
New York
$3.57M -$68.6K -111 -2%
CP
2002
Castleview Partners
Texas
$3.56M +$204K +330 +6%
WJA
2003
Willis Johnson & Associates
Texas
$3.55M -$133K -215 -4%
AIM
2004
Acropolis Investment Management
Missouri
$3.55M +$154K +250 +5%
THL
2005
Tillman Hartley LLC
Colorado
$3.55M
WCG
2006
Weaver Consulting Group
California
$3.54M +$1.24K +2 +0%
KLI
2007
Kelman-Lazarov Inc
Tennessee
$3.54M -$48.2K -78 -1%
GAM
2008
Gemmer Asset Management
California
$3.53M -$87.1K -141 -2%
CFMC
2009
Curbstone Financial Management Corp
New Hampshire
$3.52M +$1.12M +1,810 +46%
OC
2010
Optima Capital
Oregon
$3.52M +$448K +723 +15%
BC
2011
Burney Company
Virginia
$3.51M +$232K +376 +7%
BCG
2012
Breakwater Capital Group
New Jersey
$3.51M -$3.71K -6 -0.1%
SIA
2013
SkyView Investment Advisors
New Jersey
$3.51M
WTFG
2014
Wood Tarver Financial Group
Idaho
$3.5M +$208K +336 +6%
IIC
2015
Ironwood Investment Counsel
Arizona
$3.5M +$220K +356 +7%
WAM
2016
Wallington Asset Management
Indiana
$3.49M +$271K +439 +8%
MIM
2017
Macroview Investment Management
Maryland
$3.49M +$881K +1,426 +34%
PCM
2018
Parsons Capital Management
Rhode Island
$3.49M +$126K +204 +4%
DSC
2019
Duncker Streett & Co
Missouri
$3.48M +$21K +34 +0.6%
GC
2020
Gilbert & Cook
Iowa
$3.47M +$97K +157 +3%
CA
2021
Cornerstone Advisory
Maryland
$3.47M -$24.1K -39 -0.7%
RMAM
2022
Raab & Moskowitz Asset Management
New Jersey
$3.47M -$77.8K -126 -2%
DCM
2023
Donaldson Capital Management
Indiana
$3.46M -$1.51M -2,449 -30%
HIC
2024
Holderness Investments Company
North Carolina
$3.46M +$314K +508 +10%
BWM
2025
BankPlus Wealth Management
Mississippi
$3.45M -$16.1K -26 -0.5%