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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
RPGK
626
Retirement Planning Group (Kansas)
Kansas
$36.1M
CA
627
CoreCap Advisors
Michigan
$36.1M
CSP
628
Cary Street Partners
Virginia
$36.1M
SMC
629
Smith, Moore & Co
Missouri
$36M
EWM
630
Evermay Wealth Management
Virginia
$35.9M
FFN
631
Focus Financial Network
Minnesota
$35.7M
PWMAG
632
Pinnacle Wealth Management Advisory Group
New Jersey
$35.7M
RFP
633
Roth Financial Partners
Texas
$35.5M
WS
634
Wedbush Securities
California
$35.5M
TTWM
635
TCV Trust & Wealth Management
Virginia
$35.5M
MWM
636
Mission Wealth Management
California
$35.4M
BA
637
Birinyi Associates
Connecticut
$35.3M
BA
638
Bridgewater Advisors
New York
$35.2M
CIA
639
Capital Investment Advisors
Georgia
$35.1M
BWM
640
BigSur Wealth Management
Florida
$35.1M
FHC
641
First Heartland Consultants
Missouri
$35M
UBP
642
Union Bancaire Privee
Switzerland
$35M
HCM
643
Howland Capital Management
Massachusetts
$34.9M
CGPCS
644
Capital Group Private Client Services
California
$34.9M
CM
645
Cercano Management
Washington
$34.8M
PCP
646
Perbak Capital Partners
United Kingdom
$34.7M
GFL
647
Granite FO LLC
New Hampshire
$34.6M
OC
648
Oakmont Corp
California
$34.5M
CWP
649
Curated Wealth Partners
California
$34.4M
IAA
650
Ironsides Asset Advisors
North Carolina
$34.4M