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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
EWP
1926
Elevation Wealth Partners
California
$4.24M
DW30
1927
Drucker Wealth 3.0
New Jersey
$4.23M
SFG
1928
Stonebridge Financial Group
Pennsylvania
$4.23M
BTW
1929
Boston Trust Walden
Massachusetts
$4.21M
SC
1930
Stephenson & Company
California
$4.2M
FUBT
1931
First United Bank & Trust
Maryland
$4.2M
OWM
1932
Orgel Wealth Management
Wisconsin
$4.2M
MAG
1933
M3 Advisory Group
Massachusetts
$4.17M
THL
1934
Tillman Hartley LLC
Colorado
$4.17M
BA
1935
BCM Advisors
Louisiana
$4.17M
RMCM
1936
Reynders McVeigh Capital Management
Massachusetts
$4.17M
CAM
1937
Councilmark Asset Management
Tennessee
$4.16M
FNB
1938
Farmers National Bank
Kentucky
$4.16M
PNC
1939
Park National Corp
Ohio
$4.16M
TLA
1940
Tanglewood Legacy Advisors
Texas
$4.16M
CT
1941
Colonial Trust
South Carolina
$4.16M
LWM
1942
Luminvest Wealth Management
Arizona
$4.15M
FWM
1943
Forza Wealth Management
Florida
$4.15M
DF
1944
Dunhill Financial
United Kingdom
$4.15M
WJA
1945
Willis Johnson & Associates
Texas
$4.14M
DSN
1946
D. Scott Neal
Kentucky
$4.14M
PIM
1947
Pullen Investment Management
Florida
$4.11M
OWA
1948
Octavia Wealth Advisors
Ohio
$4.08M
OWMIAS
1949
One Wealth Management Investment & Advisory Services
Florida
$4.08M
SFG
1950
Sage Financial Group
Pennsylvania
$4.08M