SPYM

State Street SPDR Portfolio S&P 500 ETF

1,415 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, 683 increasing their positions, 439 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: 1,3651,415 (+50)

1.82% less ownership

Funds ownership: 71.99%70.17% (-1.8%)

39% less call options, than puts

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

Holders
1,415
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
300
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
SWM
251
Segment Wealth Management
Texas
$23.2M
LA
252
LVW Advisors
New York
$23.1M
CG
253
Clarus Group
Texas
$22.8M
RCAG
254
Rehmann Capital Advisory Group
Michigan
$22.8M
AI
255
Arrien Investments
Idaho
$22.7M
Kovitz Investment Group Partners
256
Kovitz Investment Group Partners
Illinois
$22.3M
ACS
257
Archford Capital Strategies
Illinois
$21.9M
CAG
258
Curtis Advisory Group
California
$21.8M
AIA
259
Accelerate Investment Advisors
California
$21.6M
CWAF
260
Core Wealth Advisors (Florida)
Florida
$21.6M
GWP
261
Gateway Wealth Partners
Wisconsin
$21.3M
Bank of Montreal
262
Bank of Montreal
Ontario, Canada
$21.3M
AQR Capital Management
263
AQR Capital Management
Connecticut
$21M
CA
264
Calton & Associates
Florida
$20.9M
KCAM
265
Kagan Cocozza Asset Management
New Jersey
$20.7M
SB
266
Strategic Blueprint
Georgia
$20.2M
Truist Financial
267
Truist Financial
North Carolina
$20.1M
LAS
268
Legacy Advisory Services
Pennsylvania
$19.9M
KNFPWM
269
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$19.8M
Corient Private Wealth
270
Corient Private Wealth
Florida
$19.7M
AO
271
Advisor OS
Illinois
$19.3M
WCM
272
Windsor Capital Management
Arizona
$19.2M
FGA
273
Fortis Group Advisors
New Jersey
$19.2M
Focus Partners Wealth
274
Focus Partners Wealth
Massachusetts
$19M
EWM
275
Evermay Wealth Management
Virginia
$18.9M