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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 %
GKIM
2001
GW&K Investment Management
Massachusetts
$3.25M -$1.69M -3,021 -34%
DLCIG
2002
D.L. Carlson Investment Group
New Hampshire
$3.25M -$770K -1,376 -19%
KLI
2003
Kelman-Lazarov Inc
Tennessee
$3.25M -$32.4K -58 -1%
SDWMA
2004
Schneider Downs Wealth Management Advisors
Pennsylvania
$3.25M +$406K +725 +14%
WIM
2005
Westside Investment Management
California
$3.23M +$47K +84 +1%
ESB
2006
Essex Savings Bank
Connecticut
$3.23M +$6.71K +12 +0.2%
GIM
2007
Gold Investment Management
Alberta, Canada
$3.22M -$63.7K -114 -2%
HFA
2008
High Falls Advisors
New York
$3.22M -$20.7K -37 -0.6%
THL
2009
Tillman Hartley LLC
Colorado
$3.21M
RMAM
2010
Raab & Moskowitz Asset Management
New Jersey
$3.21M -$30.2K -54 -0.9%
WCG
2011
Weaver Consulting Group
California
$3.2M +$559 +1 +0%
TAM
2012
Todd Asset Management
Kentucky
$3.2M -$1.28M -2,292 -29%
SFC
2013
Strategic Financial Concepts
Texas
$3.19M +$204K +364 +7%
LW
2014
Libra Wealth
California
$3.19M
SIA
2015
SkyView Investment Advisors
New Jersey
$3.19M
BCG
2016
Breakwater Capital Group
New Jersey
$3.18M +$23.5K +42 +0.7%
BG
2017
Bellevue Group
Switzerland
$3.17M
FIB
2018
First Interstate Bank
Montana
$3.16M -$397K -709 -11%
CA
2019
Cornerstone Advisory
Maryland
$3.16M +$82.1K +147 +3%
PGWM
2020
Parisi Gray Wealth Management
New Jersey
$3.15M -$62.1K -111 -2%
BWM
2021
BankPlus Wealth Management
Mississippi
$3.14M -$244K -436 -7%
DSC
2022
Duncker Streett & Co
Missouri
$3.13M -$77.8K -139 -2%
SPC
2023
Spirepoint Private Client
Florida
$3.12M +$52.6K +94 +2%
HNWA
2024
Henrickson Nauta Wealth Advisors
Michigan
$3.1M -$124K -237 -4%
BCM
2025
BluePath Capital Management
Georgia
$3.1M +$555K +993 +22%