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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
Lazard Asset Management
1451
Lazard Asset Management
New York
$8.25M
LCS
1452
Levin Capital Strategies
New York
$8.19M
SCM
1453
Sage Capital Management
New Jersey
$8.19M
PWPS
1454
Pinnacle Wealth Planning Services
Ohio
$8.19M
QC
1455
Quent Capital
New York
$8.18M
RA
1456
RFG Advisory
Alabama
$8.18M
SWRP
1457
Summit Wealth & Retirement Planning
California
$8.15M
MFF
1458
Michels Family Financial
Texas
$8.14M
C
1459
Cliffwater
California
$8.13M
KCFA
1460
Key Client Fiduciary Advisors
New Jersey
$8.12M
VAM
1461
Vienna Asset Management
California
$8.12M
OWA
1462
ORBA Wealth Advisors
Illinois
$8.09M
WA
1463
WestEnd Advisors
North Carolina
$8.08M
AWM
1464
Ameliora Wealth Management
Switzerland
$8.08M
GWSG
1465
GPS Wealth Strategies Group
Colorado
$8.08M
TIP
1466
Tandem Investment Partners
New Jersey
$8.07M
RPA
1467
Redwood Park Advisors
California
$8.06M
ACA
1468
Aspire Capital Advisors
Washington
$8.05M
MPCA
1469
Madison Park Capital Advisors
Washington
$8.04M
AIM
1470
Avity Investment Management
Connecticut
$8.04M
CAAM
1471
Cornerstone Advisors Asset Management
Pennsylvania
$8.03M
TWP
1472
Triad Wealth Partners
Kansas
$8.02M
PG
1473
Patten Group
Tennessee
$8M
KHCM
1474
Kettle Hill Capital Management
New York
$7.98M
CCWM
1475
Cassaday & Co Wealth Management
Virginia
$7.98M