SPYM

State Street SPDR Portfolio S&P 500 ETF

1,396 hedge funds and large institutions have $61.9B invested in State Street SPDR Portfolio S&P 500 ETF in 2025 Q3 according to their latest regulatory filings, with 132 funds opening new positions, 674 increasing their positions, 434 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

3% more funds holding

Funds holding: 1,3571,396 (+39)

1.75% less ownership

Funds ownership: 71.79%70.04% (-1.8%)

39% less call options, than puts

Call options by funds: $73M | Put options by funds: $119M

Holders
1,396
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
297
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$73M
Puts
$119M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCAG
251
Rehmann Capital Advisory Group
Michigan
$22.8M
AI
252
Arrien Investments
Idaho
$22.7M
Kovitz Investment Group Partners
253
Kovitz Investment Group Partners
Illinois
$22.3M
ACS
254
Archford Capital Strategies
Illinois
$21.9M
CAG
255
Curtis Advisory Group
California
$21.8M
AIA
256
Accelerate Investment Advisors
California
$21.6M
CWA
257
Core Wealth Advisors
Florida
$21.6M
GWP
258
Gateway Wealth Partners
Wisconsin
$21.3M
Bank of Montreal
259
Bank of Montreal
Ontario, Canada
$21.3M
AQR Capital Management
260
AQR Capital Management
Connecticut
$21M
CA
261
Calton & Associates
Florida
$20.9M
KCAM
262
Kagan Cocozza Asset Management
New Jersey
$20.7M
SB
263
Strategic Blueprint
Georgia
$20.2M
Truist Financial
264
Truist Financial
North Carolina
$20.1M
LAS
265
Legacy Advisory Services
Pennsylvania
$19.9M
KNFPWM
266
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$19.8M
Corient Private Wealth
267
Corient Private Wealth
Florida
$19.7M
AO
268
Advisor OS
Illinois
$19.3M
WCM
269
Windsor Capital Management
Arizona
$19.2M
FGA
270
Fortis Group Advisors
New Jersey
$19.2M
Focus Partners Wealth
271
Focus Partners Wealth
Massachusetts
$19M
EWM
272
Evermay Wealth Management
Virginia
$18.9M
IRC
273
Investors Research Corp
Georgia
$18.9M
AA
274
Advisory Alpha
Michigan
$18.9M
WWP
275
Wise Wealth Partners
Arizona
$18.8M