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SPDR S&P 500 ETF Trust

4,158 hedge funds and large institutions have $355B invested in SPDR S&P 500 ETF Trust in 2025 Q3 according to their latest regulatory filings, with 189 funds opening new positions, 1,653 increasing their positions, 1,737 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1.7% less ownership

Funds ownership: 55.65%53.95% (-1.7%)

4% less funds holding in top 10

Funds holding in top 10: 1,0851,039 (-46)

53% less call options, than puts

Call options by funds: $299B | Put options by funds: $640B

Holders
4,158
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1,039
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$299B
Puts
$640B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
2701
Heartwood Wealth Advisors
Virginia
$1.54M
DCM
2702
Davis Capital Management
Florida
$1.53M
IWMA
2703
Ironwood Wealth Management (Arizona)
Arizona
$1.53M
SCP
2704
Silverleafe Capital Partners
Tennessee
$1.53M
NEWAS
2705
N.E.W. Advisory Services
Wisconsin
$1.53M
FF
2706
Friedenthal Financial
New Jersey
$1.52M
JCM
2707
Janney Capital Management
Pennsylvania
$1.52M
CAM
2708
Cypress Asset Management
Texas
$1.52M
CW
2709
Curio Wealth
Maryland
$1.52M
AF
2710
Alerus Financial
North Dakota
$1.51M
PTC
2711
Philadelphia Trust Company
Pennsylvania
$1.51M
TSWM
2712
Triangle Securities Wealth Management
North Carolina
$1.5M
RBWA
2713
RFG - Bristol Wealth Advisors
Massachusetts
$1.5M
CPA
2714
Capital Planning Advisors
California
$1.5M
MSWA
2715
Marshall & Sterling Wealth Advisors
New York
$1.5M
CCG
2716
Capital CS Group
California
$1.5M
MCM
2717
Mattern Capital Management
Colorado
$1.49M
SF
2718
Seros Financial
Arizona
$1.48M
LRIA
2719
Leonard Rickey Investment Advisors
Washington
$1.48M
EFG
2720
Everhart Financial Group
Ohio
$1.48M
FCM
2721
Fourpath Capital Management
Oklahoma
$1.48M
GI
2722
Gradient Investments
Minnesota
$1.48M
PIA
2723
Pinion Investment Advisors
Kansas
$1.48M
YWS
2724
Yarger Wealth Strategies
Ohio
$1.47M
WAM
2725
Weatherly Asset Management
California
$1.47M