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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
GFWA
3101
Grey Fox Wealth Advisors
Delaware
$900K
JPWM
3102
Jamison Private Wealth Management
Georgia
$899K
SFM
3103
Stack Financial Management
Montana
$897K
BCM
3104
Beaumont Capital Management
Massachusetts
$897K
AWM
3105
Ariadne Wealth Management
California
$897K
SP
3106
Symmetry Partners
Connecticut
$894K
CH
3107
Canton Hathaway
Rhode Island
$893K
GWMIA
3108
Global Wealth Management Investment Advisory
Florida
$893K
RCP
3109
Rothschild Capital Partners
New York
$891K
CBTWT
3110
Community Bank & Trust (Waco, Texas)
Texas
$889K
IAG
3111
Ipsen Advisor Group
Arkansas
$889K
SWGC
3112
Summit Wealth Group (Colorado)
Colorado
$888K
MIM
3113
Moseley Investment Management
Florida
$888K
MCM
3114
Monument Capital Management
Virginia
$887K
MWM
3115
Mascoma Wealth Management
New Hampshire
$884K
F8IS
3116
Figure 8 Investment Strategies
Idaho
$883K
PM
3117
Phraction Management
Connecticut
$882K
LKBC
3118
L.K. Benson & Company
Maryland
$882K
RIM
3119
RW Investment Management
Idaho
$880K
GOCP
3120
Great Oak Capital Partners
Massachusetts
$876K
MSFP
3121
Mark Sheptoff Financial Planning
Connecticut
$873K
LBWM
3122
Left Brain Wealth Management
Illinois
$870K
SP
3123
Sequent Planning
Nebraska
$869K
PCM
3124
Pointe Capital Management
Michigan
$869K
FCI
3125
Financial Counselors Inc
Kansas
$867K