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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
VCM
251
Vivaldi Capital Management
Illinois
$17.3M +$733K +10,593 +4%
JWM
252
Jackson Wealth Management
Florida
$17.2M +$262K +3,791 +1%
AIM
253
Astor Investment Management
Illinois
$17.2M -$460K -6,656 -2%
KCAM
254
Kagan Cocozza Asset Management
New Jersey
$17.1M +$120K +1,740 +0.7%
GWP
255
Gen-Wealth Partners
Michigan
$17.1M +$637K +9,208 +4%
WCM
256
Windsor Capital Management
Arizona
$17.1M -$1.04M -15,098 -5%
MCM
257
M1 Capital Management
Michigan
$16.8M -$1.8M -25,970 -9%
Bank of New York Mellon
258
Bank of New York Mellon
New York
$16.8M +$11.5M +166,816 +188%
LAS
259
Legacy Advisory Services
Pennsylvania
$16.6M -$3.49M -50,434 -17%
AIA
260
Accelerate Investment Advisors
California
$16.2M +$71.3K +1,031 +0.4%
OWM
261
Olympus Wealth Management
Utah
$16.2M +$17M +245,618 New
TA
262
Tectonic Advisors
Texas
$16.1M -$123K -1,785 -0.7%
MWM
263
Maripau Wealth Management
Indiana
$16M +$3.01M +43,488 +22%
RA
264
Rational Advisors
New York
$16M -$1.32M -19,036 -7%
AR
265
Apeiron RIA
Texas
$15.6M -$8.99K -130 -0.1%
FTUS
266
Flow Traders U.S.
New York
$15.5M +$15.7M +227,558 +2,809%
MA
267
Mutual Advisors
Nebraska
$15.5M +$2.26M +32,665 +16%
KNFPWM
268
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$15.4M +$1.68M +24,238 +11%
Truist Financial
269
Truist Financial
North Carolina
$15.3M +$4.93M +71,297 +44%
WCM
270
WealthTrak Capital Management
Virginia
$15M +$1.22M +17,694 +8%
KBFS
271
Kohmann Bosshard Financial Services
Ohio
$15M -$304K -4,399 -2%
CA
272
CoreCap Advisors
Michigan
$14.9M +$981K +14,180 +7%
AA
273
Advisory Alpha
Michigan
$14.8M +$534K +7,722 +4%
PIS
274
POM Investment Strategies
North Carolina
$14.8M +$15.5M +224,586 New
SRSA
275
S.R. Schill & Associates
Washington
$14.7M +$205K +2,961 +1%

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.