SPY icon

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
55.55%
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 %
VFP
2076
Verus Financial Partners
Virginia
$3.19M +$109K +174 +4%
LFP
2077
Leeward Financial Partners
Washington
$3.19M -$30.9K -50 -1%
FSWA
2078
Financial Synergies Wealth Advisors
Texas
$3.19M -$49.4K -80 -2%
CFG
2079
Cooper Financial Group
California
$3.18M -$650K -1,052 -17%
WF
2080
Warner Financial
Maryland
$3.17M -$208K -337 -6%
DWAM
2081
Duncan Williams Asset Management
Tennessee
$3.17M +$27.8K +45 +0.9%
SSWM
2082
Strait & Sound Wealth Management
California
$3.17M -$436K -705 -12%
BO
2083
Bank OZK
Arkansas
$3.16M +$3.09K +5 +0.1%
NCM
2084
Noesis Capital Mangement
Florida
$3.15M +$4.94K +8 +0.2%
BWG
2085
Beta Wealth Group
California
$3.15M +$1.5M +2,428 +91%
CCG
2086
Ceeto Capital Group
Florida
$3.15M +$3.15M +5,080 New
GSB
2087
Greenfield Savings Bank
Massachusetts
$3.15M +$206K +334 +7%
HCA
2088
Harbour Capital Advisors
Virginia
$3.14M
LKIM
2089
Lawson Kroeker Investment Management
Nebraska
$3.14M
MCM
2090
Morton Capital Management
California
$3.14M +$363K +587 +13%
VWM
2091
Valley Wealth Managers
New Jersey
$3.14M -$682K -1,104 -18%
BFA
2092
Beaumont Financial Advisors
Massachusetts
$3.14M -$71.7K -116 -2%
EP
2093
EPIQ Partners
Minnesota
$3.13M -$124K -201 -4%
MFS
2094
Madrona Financial Services
Washington
$3.13M +$355K +574 +13%
WG
2095
Welch Group
Alabama
$3.12M +$835K +1,352 +37%
WMP
2096
Wealth Management Partners
Arizona
$3.12M +$13K +21 +0.4%
RC
2097
Rovin Capital
Arizona
$3.11M +$16.1K +26 +0.5%
RW
2098
Rede Wealth
Virginia
$3.11M -$121K -196 -4%
BOPW
2099
Brandywine Oak Private Wealth
Pennsylvania
$3.1M -$19.2K -31 -0.6%
CWM
2100
Compass Wealth Management
Connecticut
$3.1M -$62.4K -101 -2%