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SPDR S&P 500 ETF Trust

4,192 hedge funds and large institutions have $342B invested in SPDR S&P 500 ETF Trust in 2025 Q2 according to their latest regulatory filings, with 259 funds opening new positions, 1,775 increasing their positions, 1,620 reducing their positions, and 147 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 ownership

Funds ownership:

more funds holding

Funds holding:

10% more repeat investments, than reductions

Existing positions increased: 1,775 | Existing positions reduced: 1,620

1% more funds holding in top 10

Funds holding in top 10: 1,0791,085 (+6)

47% less call options, than puts

Call options by funds: $324B | Put options by funds: $613B

Holders
4,192
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1,085
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$324B
Puts
$613B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EK
2076
Evensky & Katz
Florida
$3.28M
MIC
2077
Meridian Investment Counsel
California
$3.27M
BSB
2078
Bangor Savings Bank
Maine
$3.27M
GWS
2079
Greykasell Wealth Strategies
California
$3.27M
W
2080
Wealthquest
Ohio
$3.27M
MIAS
2081
Mason Investment Advisory Services
Virginia
$3.27M
PSFG
2082
Park Square Financial Group
Georgia
$3.26M
OWA
2083
Outlook Wealth Advisors
Texas
$3.26M
WFA
2084
WMG Financial Advisors
Tennessee
$3.25M
PWM
2085
Power Wealth Management
Georgia
$3.24M
OFG
2086
Omega Financial Group
California
$3.24M
EA
2087
Evergreen Advisors
Tennessee
$3.23M
SFS
2088
Summit Financial Strategies
Ohio
$3.23M
ECAM
2089
East Coast Asset Management
Massachusetts
$3.22M
MTC
2090
McDaniel Terry & Co
Texas
$3.21M
FCG
2091
Fielder Capital Group
Tennessee
$3.21M
SVWG
2092
Shared Vision Wealth Group
United States
$3.21M
BWA
2093
Bordeaux Wealth Advisors
California
$3.21M
PAG
2094
Paladin Advisory Group
Iowa
$3.21M
VFP
2095
Verus Financial Partners
Virginia
$3.19M
LFP
2096
Leeward Financial Partners
Washington
$3.19M
FSWA
2097
Financial Synergies Wealth Advisors
Texas
$3.19M
CFG
2098
Cooper Financial Group
California
$3.18M
WF
2099
Warner Financial
Maryland
$3.17M
DWAM
2100
Duncan Williams Asset Management
Tennessee
$3.17M