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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
SFWA
2001
Summit Financial Wealth Advisors
Louisiana
$3.88M
SAM
2002
Smith Asset Management
Florida
$3.88M
CCT
2003
Capital City Trust
Florida
$3.88M
RGC
2004
Roberts, Glore & Co
Illinois
$3.87M
NB
2005
Northwest Bancshares
Pennsylvania
$3.87M
SPFA
2006
Summit Place Financial Advisors
New Jersey
$3.87M
EL
2007
EWA LLC
Pennsylvania
$3.86M
CP
2008
Castleview Partners
Texas
$3.86M
OFP
2009
OFC Financial Planning
New Jersey
$3.85M
MWA
2010
Monograph Wealth Advisors
California
$3.84M
SOADOR
2011
State of Alaska Department of Revenue
Alaska
$3.84M
TPW
2012
Turn8 Private Wealth
$3.84M
HIC
2013
Holderness Investments Company
North Carolina
$3.83M
DCM
2014
Donaldson Capital Management
Indiana
$3.82M
WCG
2015
Weaver Consulting Group
California
$3.82M
SHFA
2016
SC&H Financial Advisors
Maryland
$3.82M
NL
2017
NWAM LLC
Washington
$3.82M
CCP
2018
Clarkston Capital Partners
Michigan
$3.81M
AWM
2019
Alterna Wealth Management
Texas
$3.81M
BC
2020
Burney Company
Virginia
$3.8M
FA
2021
Fountainhead AM
New Jersey
$3.79M
GAM
2022
Gemmer Asset Management
California
$3.79M
CCA
2023
Coign Capital Advisors
Utah
$3.79M
PCM
2024
Parsons Capital Management
Rhode Island
$3.77M
CJ
2025
Caitlin John
Michigan
$3.76M