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SPDR S&P 500 ETF Trust

4,192 hedge funds and large institutions have $342B invested in SPDR S&P 500 ETF Trust in 2025 Q2 according to their latest regulatory filings, with 259 funds opening new positions, 1,775 increasing their positions, 1,620 reducing their positions, and 147 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 ownership

Funds ownership:

more funds holding

Funds holding:

10% more repeat investments, than reductions

Existing positions increased: 1,775 | Existing positions reduced: 1,620

1% more funds holding in top 10

Funds holding in top 10: 1,0791,085 (+6)

47% less call options, than puts

Call options by funds: $324B | Put options by funds: $613B

Holders
4,192
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1,085
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$324B
Puts
$613B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HFRG
751
Houlihan Financial Resource Group
Virginia
$26M
AWM
752
Avior Wealth Management
Nebraska
$26M
OSAM
753
O'Shaughnessy Asset Management
Connecticut
$26M
RFM
754
Royal Fund Management
Florida
$26M
LAM
755
Lifestyle Asset Management
Texas
$25.9M
FHC
756
First Heartland Consultants
Missouri
$25.7M
SSCM
757
Spectrum Strategic Capital Management
Oregon
$25.7M
Daiwa Securities Group
758
Daiwa Securities Group
Japan
$25.6M
Financial Engines Advisors
759
Financial Engines Advisors
California
$25.6M
AF
760
Aviso Financial
Ontario, Canada
$25.5M
EP
761
Edgestream Partners
New Jersey
$25.4M
EGM
762
Engineers Gate Manager
New York
$25.4M
BHBT
763
Burke & Herbert Bank & Trust
Virginia
$25.4M
AWM
764
Axxcess Wealth Management
California
$25.4M
SFG
765
Sovereign Financial Group
Connecticut
$25.4M
PAS
766
PKS Advisory Services
New York
$25.3M
DPI
767
Diversified Portfolios Inc
Michigan
$25.2M
WF
768
Welch & Forbes
Massachusetts
$25.2M
WM
769
Whitford Management
New York
$25.2M
RCMF
770
RK Capital Management (Florida)
Florida
$25.2M
SAM
771
Securian Asset Management
Minnesota
$25.2M
EMAM
772
Encompass More Asset Management
California
$25M
BRWA
773
B. Riley Wealth Advisors
Florida
$24.9M
LODC
774
Lanham O'Dell & Company
West Virginia
$24.9M
RBC
775
Roble Belko & Company
Pennsylvania
$24.9M