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State Street SPDR S&P 500 ETF Trust

4,611 hedge funds and large institutions have $377B invested in State Street SPDR S&P 500 ETF Trust in 2025 Q4 according to their latest regulatory filings, with 541 funds opening new positions, 1,765 increasing their positions, 1,711 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

441% more first-time investments, than exits

New positions opened: 541 | Existing positions closed: 100

9% more funds holding

Funds holding: 4,2454,611 (+366)

8% more funds holding in top 10

Funds holding in top 10: 1,0641,154 (+90)

5% more capital invested

Capital invested by funds: $358B → $377B (+$19B)

2.23% more ownership

Funds ownership: 54.33%56.56% (+2.2%)

3% more repeat investments, than reductions

Existing positions increased: 1,765 | Existing positions reduced: 1,711

47% less call options, than puts

Call options by funds: $280B | Put options by funds: $527B

Holders
4,611
Holders Change
+366
Holders Change %
+8.62%
% of All Funds
56.07%
Holding in Top 10
1,154
Holding in Top 10 Change
+90
Holding in Top 10 Change %
+8.46%
% of All Funds
14.03%
New
541
Increased
1,765
Reduced
1,711
Closed
100
Calls
$280B
Puts
$527B
Net Calls
-$247B
Net Calls Change
+$112B
Name Holding Trade Value Shares
Change
Change in
Stake
MHI
2176
Miller Howard Investments
New York
$3.76M +$3.47M +5,132 +1,365%
RWM
2177
RBA Wealth Management
California
$3.76M +$3.34M +4,936 +864%
DSC
2178
Duncker Streett & Co
Missouri
$3.75M -$85.8K -127 -2%
RP
2179
Rice Partnership
Hawaii
$3.75M +$311K +460 +9%
HWM
2180
Hassell Wealth Management
Louisiana
$3.75M -$138K -204 -4%
MSS
2181
Mitchell Sinkler & Starr
Pennsylvania
$3.73M -$20.3K -30 -0.5%
HAM
2182
Harmony Asset Management
Arizona
$3.72M -$40.6K -60 -1%
NG
2183
Novem Group
New York
$3.72M +$1.21M +1,788 +49%
SEM
2184
Suncoast Equity Management
Florida
$3.72M +$885K +1,309 +32%
RYIA
2185
Roehl & Yi Investment Advisors
Oregon
$3.71M +$26.4K +39 +0.7%
MMPW
2186
Mitchell McLeod Pugh & Williams
Alabama
$3.71M +$55.4K +82 +2%
JWM
2187
JGP Wealth Management
Oregon
$3.71M +$1.51M +2,233 +70%
ECP
2188
Epacria Capital Partners
Colorado
$3.7M
SCA
2189
Sandy Cove Advisors
Massachusetts
$3.7M -$147K -217 -4%
SN
2190
Sittner & Nelson
Oregon
$3.7M
IIC
2191
Ironwood Investment Counsel
Arizona
$3.69M +$70.3K +104 +2%
RWA
2192
Redmont Wealth Advisors
Illinois
$3.69M -$14.9K -22 -0.4%
SIS
2193
Sound Income Strategies
Florida
$3.68M -$1.31M -1,937 -27%
SGCA
2194
Steel Grove Capital Advisors
Tennessee
$3.68M +$6.08K +9 +0.2%
SCP
2195
Sivia Capital Partners
California
$3.67M
RMAM
2196
Raab & Moskowitz Asset Management
New Jersey
$3.66M -$37.2K -55 -1%
PAMG
2197
Patton Albertson Miller Group
Tennessee
$3.66M -$33.8K -50 -0.9%
FA
2198
Freestate Advisors
Kansas
$3.66M +$17.6K +26 +0.5%
SFS
2199
Summit Financial Strategies
Ohio
$3.66M +$87.2K +129 +2%
GC
2200
Gilbert & Cook
Iowa
$3.65M -$127K -188 -3%

SPY Hedge Fund Activity: Q4 2025 in Review

4,611 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ETF Trust (SPY) for Q4 2025, worth a combined $377B — up 5.3% from $358B a quarter earlier.

Buyers outnumbered sellers: 541 funds opened new SPY positions and 100 closed out — a net gain of 441 holders — while 1,765 added to existing stakes and 1,711 trimmed.

The largest buyer was Corient Private Wealth, adding an estimated $19.2B. The largest seller was Morgan Stanley, cutting an estimated $7.66B.

  • 4,611 institutional investors held State Street SPDR S&P 500 ETF Trust (SPY) as of Q4 2025, up from 4,245 in Q3 2025.
  • Funds reported $377B of State Street SPDR S&P 500 ETF Trust stock for Q4 2025, up 5.3% quarter-over-quarter.
  • 541 funds opened new State Street SPDR S&P 500 ETF Trust positions in Q4 2025 and 100 closed out, a net change of +441 holders.
  • The largest State Street SPDR S&P 500 ETF Trust buyer in Q4 2025 was Corient Private Wealth, an estimated $19.2B added.
  • The largest State Street SPDR S&P 500 ETF Trust seller in Q4 2025 was Morgan Stanley, an estimated $7.66B sold.

Based on aggregated 13F filings for Q4 2025.