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SPDR S&P 500 ETF Trust

4,200 hedge funds and large institutions have $357B invested in SPDR S&P 500 ETF Trust in 2025 Q3 according to their latest regulatory filings, with 192 funds opening new positions, 1,668 increasing their positions, 1,754 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: $ → $

more funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1.46% less ownership

Funds ownership: 55.7%54.24% (-1.5%)

3% less funds holding in top 10

Funds holding in top 10: 1,0881,054 (-34)

53% less call options, than puts

Call options by funds: $325B | Put options by funds: $684B

Holders
4,200
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1,054
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$325B
Puts
$684B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Aristotle Capital Management
351
Aristotle Capital Management
California
$83.8M
PGA
352
Portland Global Advisors
Maine
$83.7M
CIG
353
Consolidated Investment Group
Colorado
$83.4M
LWA
354
Lowe Wealth Advisors
Maryland
$83.4M
MCCA
355
Mill Creek Capital Advisors
Pennsylvania
$83.1M
MT
356
Midwest Trust
Kansas
$83M
TG
357
TCW Group
California
$82.8M
CL
358
Choreo LLC
Illinois
$82.5M
FWTB
359
First Western Trust Bank
Colorado
$82.4M
IAS
360
Insigneo Advisory Services
Florida
$81.8M
VVP
361
Venture Visionary Partners
Ohio
$81.2M
AUB
362
Atlantic Union Bankshares
Virginia
$80.3M
CAL
363
Capital Advisors Ltd
Ohio
$79.8M
NCM
364
Novare Capital Management
North Carolina
$79.6M
IAN
365
Integrated Advisors Network
Texas
$79.5M
BCI
366
Brinker Capital Investments
Pennsylvania
$79.2M
SW
367
SteelPeak Wealth
California
$78.8M
KA
368
Klingman & Associates
New York
$78.5M
Allianz Asset Management
369
Allianz Asset Management
Germany
$78.1M
LC
370
Lavaca Capital
Texas
$78.1M
AI
371
Atria Investments
North Carolina
$77.9M
CRC
372
Curi RMB Capital
Illinois
$77.9M
IA
373
IFG Advisors
Missouri
$77.4M
EWM
374
Evercore Wealth Management
New York
$77.2M
SWA
375
Stratos Wealth Advisors
Ohio
$77M