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SPYM

State Street SPDR Portfolio S&P 500 ETF

1,290 hedge funds and large institutions have $40.9B invested in State Street SPDR Portfolio S&P 500 ETF in 2025 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 596 increasing their positions, 426 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 70

40% more repeat investments, than reductions

Existing positions increased: 596 | Existing positions reduced: 426

6% more capital invested

Capital invested by funds: $38.7B → $40.9B (+$2.26B)

3% more funds holding

Funds holding: 1,2521,290 (+38)

1% more funds holding in top 10

Funds holding in top 10: 285289 (+4)

0% more call options, than puts

Call options by funds: $56.8M | Put options by funds: $56.6M

0.05% more ownership

Funds ownership: 68.95%69% (+0.05%)

Holders
1,290
Holders Change
+38
Holders Change %
+3.04%
% of All Funds
17.29%
Holding in Top 10
289
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+1.4%
% of All Funds
3.87%
New
133
Increased
596
Reduced
426
Closed
70
Calls
$56.8M
Puts
$56.6M
Net Calls
+$278K
Net Calls Change
+$29.8M
Name Holding Trade Value Shares
Change
Change in
Stake
WWA
226
WCG Wealth Advisors
Nevada
$20.4M -$4.08M -58,957 -16%
KP
227
Keel Point
Alabama
$20.3M +$45K +650 +0.2%
MFG
228
MidWestOne Financial Group
Iowa
$20.3M +$205K +2,963 +1%
WWG
229
West Wealth Group
California
$20.1M -$6.23M -90,035 -23%
CWS
230
Cypress Wealth Services
California
$20M +$108K +1,563 +0.5%
WAS
231
Wealth Advisory Solutions
Indiana
$19.8M +$895K +12,943 +4%
CAAM
232
Cornerstone Advisors Asset Management
Pennsylvania
$19.8M +$88.3K +1,277 +0.4%
AFP
233
Ausdal Financial Partners
Iowa
$19.6M -$478K -6,907 -2%
SFI
234
SPC Financial Inc
Maryland
$19.6M +$360K +5,210 +2%
CIC
235
Carnegie Investment Counsel
Ohio
$19.6M +$2.23M +32,224 +11%
SB
236
Strategic Blueprint
Georgia
$19.4M +$1.43M +20,604 +8%
Kovitz Investment Group Partners
237
Kovitz Investment Group Partners
Illinois
$19.4M -$6.33M -91,483 -24%
T
238
Tidemark
California
$19.3M +$4.16M +60,092 +26%
HWM
239
Hobbs Wealth Management
Indiana
$19.2M +$631K +9,117 +3%
MA
240
MONECO Advisors
Connecticut
$18.8M +$5.41M +78,202 +38%
CG
241
Clarus Group
Texas
$18.8M -$275K -3,972 -1%
BC
242
Bricktown Capital
Michigan
$18.8M
PIA
243
Panoramic Investment Advisors
Colorado
$18.6M +$228K +3,299 +1%
BOSSRA
244
B.O.S.S. Retirement Advisors
Utah
$18.2M -$231K -3,339 -1%
CWAF
245
Core Wealth Advisors (Florida)
Florida
$18M -$428K -6,191 -2%
BCI
246
Brinker Capital Investments
Pennsylvania
$18M +$20K +289 +0.1%
OPS
247
Orion Portfolio Solutions
Nebraska
$18M +$20K +289 +0.1%
AI
248
Arrien Investments
Idaho
$18M +$128K +1,849 +0.7%
FTS
249
Fifth Third Securities
Ohio
$17.9M +$3.79M +54,870 +25%
RCAG
250
Rehmann Capital Advisory Group
Michigan
$17.8M +$3.19M +46,158 +21%

SPYM Hedge Fund Activity: Q1 2025 in Review

1,290 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 ETF (SPYM) for Q1 2025, worth a combined $40.9B — up 5.8% from $38.7B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new SPYM positions and 70 closed out — a net gain of 63 holders — while 596 added to existing stakes and 426 trimmed.

The largest buyer was Bank of America, adding an estimated $1.68B. The largest seller was Sumitomo Life Insurance, exiting entirely with an estimated $624M sold.

  • 1,290 institutional investors held State Street SPDR Portfolio S&P 500 ETF (SPYM) as of Q1 2025, up from 1,252 in Q4 2024.
  • Funds reported $40.9B of State Street SPDR Portfolio S&P 500 ETF stock for Q1 2025, up 5.8% quarter-over-quarter.
  • 133 funds opened new State Street SPDR Portfolio S&P 500 ETF positions in Q1 2025 and 70 closed out, a net change of +63 holders.
  • The largest State Street SPDR Portfolio S&P 500 ETF buyer in Q1 2025 was Bank of America, an estimated $1.68B added.
  • The largest State Street SPDR Portfolio S&P 500 ETF seller in Q1 2025 was Sumitomo Life Insurance, an estimated $624M sold.

Based on aggregated 13F filings for Q1 2025.