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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
EAM
1251
Empirical Asset Management
Massachusetts
$11.2M
WWC
1252
Waypoint Wealth Counsel
Georgia
$11.2M
KF
1253
Krilogy Financial
Missouri
$11.2M
DE
1254
Diversified Enterprises
Delaware
$11.2M
ZIG
1255
Zurich Insurance Group
Switzerland
$11.2M
XSC
1256
X-Square Capital
Puerto Rico
$11.1M
WC
1257
Waterloo Capital
Texas
$11.1M
FA
1258
Fedenia Advisers
Wisconsin
$11.1M
PCA
1259
Peddock Capital Advisors
Massachusetts
$11.1M
SWP
1260
Summit Wealth Partners
Florida
$11.1M
PCS
1261
Private Client Services
Kentucky
$11.1M
Betterment LLC
1262
Betterment LLC
New York
$11.1M
FFM
1263
Forum Financial Management
Illinois
$11M
ONST
1264
Old North State Trust
North Carolina
$11M
CCFM
1265
Clear Creek Financial Management
Washington
$11M
LAM
1266
Lewis Asset Management
California
$11M
NLP
1267
Next Level Private
New York
$10.9M
MA
1268
Marquette Associates
Illinois
$10.9M
TF
1269
Tandem Financial
Colorado
$10.9M
TA
1270
Tactive Advisors
Florida
$10.9M
IPWA
1271
International Private Wealth Advisors
California
$10.8M
CWM
1272
Cordatus Wealth Management
Pennsylvania
$10.8M
LWM
1273
Lyell Wealth Management
California
$10.8M
MC
1274
Mount Capital
United Kingdom
$10.8M
FFA
1275
First Foundation Advisors
California
$10.8M