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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
MAM
1801
Morse Asset Management
Connecticut
$4.84M
AT
1802
Avalon Trust
New Mexico
$4.84M
EP
1803
Essential Planning
New Hampshire
$4.84M
RA
1804
Rockingstone Advisors
Massachusetts
$4.83M
SWP
1805
Sagespring Wealth Partners
Tennessee
$4.81M
MAS
1806
Madden Advisory Services
Florida
$4.8M
DFA
1807
DHJJ Financial Advisors
Illinois
$4.78M
TPWA
1808
Twin Peaks Wealth Advisors
California
$4.77M
RGF
1809
Retirement Guys Formula
Ohio
$4.77M
RFA
1810
Resurgent Financial Advisors
Georgia
$4.76M
QP
1811
Quartz Partners
New York
$4.76M
APG
1812
Abacus Planning Group
South Carolina
$4.75M
HPIA
1813
Hamilton Point Investment Advisors
North Carolina
$4.75M
WAS
1814
Winch Advisory Services
Wisconsin
$4.75M
ACI
1815
Alpha Cubed Investments
California
$4.75M
IC
1816
Iconiq Capital
California
$4.74M
CPRC
1817
Consolidated Portfolio Review Corp
New York
$4.74M
WIC
1818
Woodmont Investment Counsel
Tennessee
$4.72M
SBWIC
1819
Schaper Benz & Wise Investment Counsel
Wisconsin
$4.72M
SCG
1820
Sonata Capital Group
Washington
$4.71M
EPM
1821
Elm Partners Management
Pennsylvania
$4.71M
TPCM
1822
Two Point Capital Management
New York
$4.7M
FP
1823
Financial Perspectives
Minnesota
$4.7M
VWA
1824
Visionary Wealth Advisors
Illinois
$4.69M
BRM
1825
Boston Research & Management
Massachusetts
$4.69M