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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
SFA
301
Sequoia Financial Advisors
Ohio
$101M
AWM
302
Activest Wealth Management
Florida
$101M
BPC
303
Banque Pictet & Cie
Switzerland
$99.6M
RQS
304
Ramsey Quantitative Systems
Kentucky
$99.5M
HCMG
305
Howard Capital Management Group
California
$98.9M
SWA
306
Serenus Wealth Advisors
California
$98.7M
WA
307
Waverly Advisors
Alabama
$97.7M
RC
308
RBF Capital
California
$97.5M
SF
309
Summit Financial
New Jersey
$96.6M
Wellington Management Group
310
Wellington Management Group
Massachusetts
$96.5M
MA
311
MCF Advisors
Kentucky
$95.9M
AWM
312
AE Wealth Management
Kansas
$95.2M
SPA
313
Sentinel Pension Advisors
Massachusetts
$95.2M
NYLIC
314
New York Life Insurance Company
New York
$94.9M
CI Investments Inc
315
CI Investments Inc
Ontario, Canada
$94.9M
JPC
316
Jabodon PT Co
Nevada
$94.8M
UFAC
317
Urban Financial Advisory Corp
Illinois
$94.7M
FCH
318
Freestone Capital Holdings
Washington
$94.3M
WB
319
Webster Bank
Connecticut
$94.2M
AWM
320
Atticus Wealth Management
Florida
$93.9M
VFG
321
V2 Financial group
Illinois
$92.5M
MB
322
MUFG Bank
Japan
$92.4M
RWP
323
RWA Wealth Partners
Massachusetts
$92.3M
SC
324
SummitTX Capital
Texas
$92.2M
CWG
325
Cornerstone Wealth Group
North Carolina
$92.1M