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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 %
PM
2301
Penbrook Management
New York
$2.39M +$1.12M +1,915 +88%
EC
2302
EdgeRock Capital
Colorado
$2.39M -$133K -215 -5%
FWI
2303
Facet Wealth Inc
Maryland
$2.39M -$93.6K -148 -4%
VNA
2304
Valley National Advisers
Pennsylvania
$2.39M +$6.18K +10 +0.3%
SFM
2305
Signet Financial Management
New Jersey
$2.39M -$519K -840 -18%
CFA
2306
Capstone Financial Advisors
Illinois
$2.38M -$98.2K -159 -4%
NWAG
2307
Net Worth Advisory Group
Utah
$2.38M +$1.12M +1,818 +89%
ERIC
2308
Eagle Rock Investment Company
Georgia
$2.37M +$101K +164 +4%
GD
2309
Grandfield & Dodd
New York
$2.37M -$8.65K -14 -0.4%
BWS
2310
BCR Wealth Strategies
Alabama
$2.37M
RFA
2311
Register Financial Advisors
Georgia
$2.37M +$554K +897 +31%
GA
2312
Goldstein Advisors
Wisconsin
$2.37M
LFA
2313
Level Financial Advisors
New York
$2.36M -$75.4K -122 -3%
BPW
2314
BLVD Private Wealth
Kentucky
$2.36M +$2.36M +3,819 New
LWA
2315
Lantern Wealth Advisors
New York
$2.35M +$2.35M +3,807 New
EIA
2316
Eldridge Investment Advisors
New Hampshire
$2.35M
CST
2317
Charles Schwab Trust
Nevada
$2.35M +$170K +275 +8%
FWM
2318
FMB Wealth Management
California
$2.35M -$618 -1 -0%
JFA
2319
JNBA Financial Advisors
Minnesota
$2.35M +$101K +163 +4%
PBK
2320
Peoples Bank (Kansas)
Kansas
$2.35M +$9.27K +15 +0.4%
CFP
2321
Comprehensive Financial Planning
Pennsylvania
$2.34M -$35.2K -57 -1%
BONST
2322
Bank of Nova Scotia Trust
Ontario, Canada
$2.34M -$8.03K -13 -0.3%
GFG
2323
GR Financial Group
Arizona
$2.34M -$284M -459,337 -99%
CWIG
2324
Chung Wu Investment Group
Texas
$2.34M -$117K -190 -5%
ACS
2325
Archford Capital Strategies
Illinois
$2.33M -$842K -1,363 -27%