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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
CVM
3001
Cheviot Value Management
California
$1.02M
HCM
3002
Hilton Capital Management
New York
$1.02M
BLFG
3003
Brian Low Financial Group
Louisiana
$1.02M
HWMG
3004
Hurlow Wealth Management Group
Indiana
$1.02M
GK
3005
Graney & King
New York
$1.02M
RWM
3006
Ruedi Wealth Management
Illinois
$1.02M
RS
3007
Retirement Solution
Washington
$1.02M
SWK
3008
Stephen W. Kidder
$1.02M
RF
3009
Rossby Financial
Florida
$1.01M
LIA
3010
LS Investment Advisors
Michigan
$1.01M
BWM
3011
Bosman Wealth Management
California
$1.01M
AWA
3012
AmeriServ Wealth Advisors
Pennsylvania
$1M
NCTC
3013
New Covenant Trust Company
Indiana
$1M
MAM
3014
Marquette Asset Management
Minnesota
$1M
CL
3015
CIM LLC
New York
$1M
BMO
3016
Beck Mack & Oliver
New York
$1,000K
VPWA
3017
Vestia Personal Wealth Advisors
Indiana
$1,000K
OC
3018
Opinicus Capital
Florida
$999K
WIC
3019
Wilkins Investment Counsel
Massachusetts
$999K
LI
3020
Lafayette Investments
Maryland
$999K
IIC
3021
Integrated Investment Consultants
Michigan
$998K
FCT
3022
Family Capital Trust
Massachusetts
$994K
LF
3023
Lee Financial
Texas
$993K
NPA
3024
Nichols & Pratt Advisers
Massachusetts
$990K
HIMC
3025
Heritage Investors Management Corp
Maryland
$989K