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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
FAB
1351
First American Bank
Illinois
$9.87M
BI
1352
Bolthouse Investments
California
$9.8M
SIA
1353
Schear Investment Advisers
Ohio
$9.76M
TCOV
1354
Trust Company of Vermont
Vermont
$9.75M
RWIA
1355
Roger Wittlin Investment Advisory
California
$9.75M
QPWM
1356
Quadrant Private Wealth Management
Pennsylvania
$9.74M
CGH
1357
CMG Global Holdings
Texas
$9.7M
CWMK
1358
Caliber Wealth Management (Kansas)
Kansas
$9.67M
PFM
1359
Phillips Financial Management
Indiana
$9.63M
CA
1360
Cannon Advisors
North Carolina
$9.63M
PFG
1361
Pinnacle Financial Group
Illinois
$9.62M
CBB
1362
Citizens Business Bank
California
$9.61M
CL
1363
CVFG LLC
Indiana
$9.6M
EWA
1364
Exencial Wealth Advisors
Oklahoma
$9.56M
LT
1365
Legacy Trust
Michigan
$9.47M
NAS
1366
Nicolet Advisory Services
Wisconsin
$9.44M
CAM
1367
Columbia Asset Management
Michigan
$9.43M
CA
1368
Cambridge Associates
Massachusetts
$9.39M
CNTOF
1369
Canandaigua National Trust of Florida
New York
$9.39M
GIM
1370
Goelzer Investment Management
Indiana
$9.37M
EE
1371
EWG Elevate
California
$9.37M
PSA
1372
Plum Street Advisors
Louisiana
$9.36M
CW
1373
Channel Wealth
California
$9.34M
HSG
1374
Helen Stephens Group
Texas
$9.31M
VFM
1375
Vision Financial Markets
Connecticut
$9.3M