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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
DSN
1926
D. Scott Neal
Kentucky
$4.14M
PIM
1927
Pullen Investment Management
Florida
$4.11M
OWA
1928
Octavia Wealth Advisors
Ohio
$4.08M
OWMIAS
1929
One Wealth Management Investment & Advisory Services
Florida
$4.08M
SFG
1930
Sage Financial Group
Pennsylvania
$4.08M
FVCM
1931
F&V Capital Management
Florida
$4.07M
WRPWM
1932
Werba Rubin Papier Wealth Management
California
$4.07M
RSVP
1933
Ramsay Stattman Vela & Price
Colorado
$4.07M
UF
1934
Univest Financial
Pennsylvania
$4.07M
AF
1935
Affiance Financial
Minnesota
$4.07M
CIP
1936
Capital Insight Partners
Arizona
$4.07M
KOC
1937
Koss-Olinger Consulting
Florida
$4.06M
ZBNA
1938
Zions Bancorporation, National Association
Utah
$4.06M
CPW
1939
Cove Private Wealth
New York
$4.05M
PSIWM
1940
Paradigm Strategies in Wealth Management
Minnesota
$4.04M
KLI
1941
Kelman-Lazarov Inc
Tennessee
$4.04M
HP
1942
Holistic Planning
Texas
$4.04M
NSAM
1943
North Star Asset Management
Wisconsin
$4.03M
PP
1944
PDS Planning
Ohio
$4.03M
BSA
1945
Braun Stacey Associates
New York
$4.03M
SCM
1946
Silvant Capital Management
Georgia
$4.03M
MMH
1947
Menora Mivtachim Holdings
Israel
$4.02M
TWM
1948
Tradition Wealth Management
Minnesota
$4.02M
EL
1949
Essex LLC
Illinois
$4.01M
HIS
1950
Horizon Investment Services
Indiana
$4.01M