SPYM

State Street SPDR Portfolio S&P 500 ETF

1,418 hedge funds and large institutions have $62.1B invested in State Street SPDR Portfolio S&P 500 ETF in 2025 Q3 according to their latest regulatory filings, with 136 funds opening new positions, 685 increasing their positions, 440 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:

4% more funds holding

Funds holding: 1,3661,418 (+52)

1.78% less ownership

Funds ownership: 72%70.22% (-1.8%)

39% less call options, than puts

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

Holders
1,418
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
301
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
IA
251
IFG Advisory
Georgia
$23.3M
SWM
252
Segment Wealth Management
Texas
$23.2M
LA
253
LVW Advisors
New York
$23.1M
CG
254
Clarus Group
Texas
$22.8M
RCAG
255
Rehmann Capital Advisory Group
Michigan
$22.8M
AI
256
Arrien Investments
Idaho
$22.7M
Kovitz Investment Group Partners
257
Kovitz Investment Group Partners
Illinois
$22.3M
ACS
258
Archford Capital Strategies
Illinois
$21.9M
CAG
259
Curtis Advisory Group
California
$21.8M
AIA
260
Accelerate Investment Advisors
California
$21.6M
CWAF
261
Core Wealth Advisors (Florida)
Florida
$21.6M
GWP
262
Gateway Wealth Partners
Wisconsin
$21.3M
Bank of Montreal
263
Bank of Montreal
Ontario, Canada
$21.3M
AQR Capital Management
264
AQR Capital Management
Connecticut
$21M
CA
265
Calton & Associates
Florida
$20.9M
KCAM
266
Kagan Cocozza Asset Management
New Jersey
$20.7M
SB
267
Strategic Blueprint
Georgia
$20.2M
Truist Financial
268
Truist Financial
North Carolina
$20.1M
LAS
269
Legacy Advisory Services
Pennsylvania
$19.9M
KNFPWM
270
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$19.8M
Corient Private Wealth
271
Corient Private Wealth
Florida
$19.7M
AO
272
Advisor OS
Illinois
$19.3M
WCM
273
Windsor Capital Management
Arizona
$19.2M
FGA
274
Fortis Group Advisors
New Jersey
$19.2M
Focus Partners Wealth
275
Focus Partners Wealth
Massachusetts
$19M