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State Street SPDR S&P 500 ETF Trust

4,247 hedge funds and large institutions have $358B invested in State Street SPDR S&P 500 ETF Trust in 2025 Q3 according to their latest regulatory filings, with 196 funds opening new positions, 1,687 increasing their positions, 1,767 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 196 | Existing positions closed: 104

4% more capital invested

Capital invested by funds: $343B → $358B (+$14.7B)

0% more funds holding

Funds holding: 4,2284,247 (+19)

5% less repeat investments, than reductions

Existing positions increased: 1,687 | Existing positions reduced: 1,767

1.43% less ownership

Funds ownership: 55.76%54.33% (-1.4%)

3% less funds holding in top 10

Funds holding in top 10: 1,0981,064 (-34)

53% less call options, than puts

Call options by funds: $325B | Put options by funds: $684B

Holders
4,247
Holders Change
+19
Holders Change %
+0.45%
% of All Funds
55.73%
Holding in Top 10
1,064
Holding in Top 10 Change
-34
Holding in Top 10 Change %
-3.1%
% of All Funds
13.96%
New
196
Increased
1,687
Reduced
1,767
Closed
104
Calls
$325B
Puts
$684B
Net Calls
-$359B
Net Calls Change
-$70.6B
Name Holding Trade Value Shares
Change
Change in
Stake
WIM
1651
WealthPlan Investment Management
Nebraska
$6.35M -$312K -486 -5%
SVWG
1652
Shared Vision Wealth Group
United States
$6.35M +$2.84M +4,434 +87%
NA
1653
Nautilus Advisors
California
$6.34M -$187K -291 -3%
MFWP
1654
Mosaic Family Wealth Partners
Missouri
$6.34M +$578K +901 +10%
FP
1655
Fiduciary Planning
Florida
$6.33M
SAM
1656
Seelaus Asset Management
New Jersey
$6.33M +$97.4K +152 +2%
HWA
1657
HCR Wealth Advisors
California
$6.33M -$206K -322 -3%
KF
1658
KKM Financial
Illinois
$6.32M -$4.02M -6,270 -40%
KA
1659
Kearns & Associates
California
$6.32M -$78.2K -122 -1%
DWM
1660
Defined Wealth Management
Oregon
$6.32M -$69.9K -109 -1%
MMHP
1661
Murphy Middleton Hinkle & Parker
Georgia
$6.31M +$93.6K +146 +2%
LIM
1662
Loudon Investment Management
New Hampshire
$6.31M -$34K -53 -0.6%
SW
1663
Solidarity Wealth
Utah
$6.3M +$10.9K +17 +0.2%
HIS
1664
Harvest Investment Services
Illinois
$6.27M -$337K -526 -5%
CTA
1665
Camelot Technology Advisors
California
$6.24M -$247K -386 -4%
WP
1666
WealthShield Partners
North Carolina
$6.24M +$15.4K +24 +0.3%
AFG
1667
Allegheny Financial Group
Pennsylvania
$6.24M +$1.11M +1,736 +23%
MFC
1668
Morris Financial Concepts
South Carolina
$6.23M +$452K +705 +8%
PB
1669
Pinnacle Bancorp
Nebraska
$6.22M -$5.77K -9 -0.1%
HW
1670
HORAN Wealth
Ohio
$6.22M +$1.38M +2,157 +30%
BTWM
1671
Brass Tax Wealth Management
Ohio
$6.22M +$78.8K +123 +1%
BEAM
1672
Baker Ellis Asset Management
Washington
$6.22M +$1.88M +2,932 +46%
KDA
1673
Kraft Davis & Associates
Missouri
$6.22M +$49.4K +77 +0.8%
AIP
1674
Almanack Investment Partners
Pennsylvania
$6.21M +$960K +1,498 +19%
GCA
1675
Genesee Capital Advisors
New York
$6.21M +$7.69K +12 +0.1%

SPY Hedge Fund Activity: Q3 2025 in Review

4,247 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ETF Trust (SPY) for Q3 2025, worth a combined $358B — up 4.3% from $343B a quarter earlier.

Buyers outnumbered sellers: 196 funds opened new SPY positions and 104 closed out — a net gain of 92 holders — while 1,687 added to existing stakes and 1,767 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.37B. The largest seller was Proficio Capital Partners, cutting an estimated $8.16B.

  • 4,247 institutional investors held State Street SPDR S&P 500 ETF Trust (SPY) as of Q3 2025, up from 4,228 in Q2 2025.
  • Funds reported $358B of State Street SPDR S&P 500 ETF Trust stock for Q3 2025, up 4.3% quarter-over-quarter.
  • 196 funds opened new State Street SPDR S&P 500 ETF Trust positions in Q3 2025 and 104 closed out, a net change of +92 holders.
  • The largest State Street SPDR S&P 500 ETF Trust buyer in Q3 2025 was Morgan Stanley, an estimated $2.37B added.
  • The largest State Street SPDR S&P 500 ETF Trust seller in Q3 2025 was Proficio Capital Partners, an estimated $8.16B sold.

Based on aggregated 13F filings for Q3 2025.