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SPDR S&P 500 ETF Trust

4,199 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, 1,667 increasing their positions, 1,755 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: 1,0881,053 (-35)

53% less call options, than puts

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

Holders
4,199
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1,053
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
EWM
426
Empirical Wealth Management
Washington
$64.4M
MWM
427
Modera Wealth Management
New Jersey
$64.2M
MWM
428
Moran Wealth Management
Florida
$63.8M
Balyasny Asset Management
429
Balyasny Asset Management
Illinois
$63.7M
FCP
430
Fidelis Capital Partners
Florida
$63.4M
Vanguard Group
431
Vanguard Group
Pennsylvania
$63.3M
SWM
432
SFG Wealth Management
Maryland
$63.2M
CAI
433
Capital Advisors Inc
Oklahoma
$63.2M
GRP
434
Global Retirement Partners
California
$63M
STA
435
Summit Trail Advisors
New York
$62.6M
PF
436
Phoenix Financial
Israel
$61.4M
MWM
437
Meridian Wealth Management
Kentucky
$61.3M
KP
438
Keel Point
Alabama
$61.1M
SYBT
439
Stock Yards Bank & Trust
Kentucky
$61M
CIA
440
Choate Investment Advisors
Massachusetts
$60.9M
GWM
441
Greenhouse Wealth Management
Connecticut
$60.6M
CA
442
Cumberland Advisors
Florida
$60.6M
IA
443
IFG Advisory
Georgia
$60.5M
PW
444
Potentia Wealth
California
$60.3M
FFBTD
445
First Financial Bank - Trust Division
Ohio
$60.1M
Blackstone Inc
446
Blackstone Inc
New York
$60.1M
BSG
447
Black Swift Group
Colorado
$59.8M
WP
448
Woodline Partners
California
$59.7M
ATFA
449
All Terrain Financial Advisors
Minnesota
$59.7M
GCM
450
Granby Capital Management
Florida
$59.6M