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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
SSW
2251
Stone Summit Wealth
Florida
$2.85M
DLCIG
2252
D.L. Carlson Investment Group
New Hampshire
$2.83M
T
2253
Tidemark
California
$2.83M
NWMG
2254
National Wealth Management Group
Ohio
$2.83M
EFG
2255
Erickson Financial Group
Pennsylvania
$2.83M
WSCM
2256
Wellington Shields Capital Management
New York
$2.82M
FF
2257
Fortitude Financial
Washington
$2.82M
TGAM
2258
TBH Global Asset Management
Tennessee
$2.81M
PP
2259
Prosperity Planning
Missouri
$2.81M
YWM
2260
Yardley Wealth Management
Pennsylvania
$2.8M
MTC
2261
McDaniel Terry & Co
Texas
$2.8M
FAM
2262
Flaharty Asset Management
Florida
$2.8M
ACS
2263
Archford Capital Strategies
Illinois
$2.8M
HC
2264
Hoese & Co
Minnesota
$2.79M
TH
2265
Team Hewins
California
$2.79M
AZ
2266
Alpha Zero
Florida
$2.78M
WFAG
2267
Worth Financial Advisory Group
North Carolina
$2.78M
IA
2268
IFC Advisors
California
$2.78M
POIA
2269
Pin Oak Investment Advisors
Texas
$2.78M
ACM
2270
Allred Capital Management
Texas
$2.76M
DTC
2271
Davidson Trust Company
Washington
$2.76M
SEM
2272
Suncoast Equity Management
Florida
$2.76M
Capital Research Global Investors
2273
Capital Research Global Investors
California
$2.75M
BIM
2274
Baldwin Investment Management
Pennsylvania
$2.75M
LFA
2275
Legacy Financial Advisors
Kentucky
$2.75M