SPYM

State Street SPDR Portfolio S&P 500 ETF

1,403 hedge funds and large institutions have $62B 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, 677 increasing their positions, 438 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: 1,3601,403 (+43)

1.75% less ownership

Funds ownership: 71.83%70.09% (-1.7%)

39% less call options, than puts

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

Holders
1,403
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
299
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
CG
251
Clarus Group
Texas
$22.8M
RCAG
252
Rehmann Capital Advisory Group
Michigan
$22.8M
AI
253
Arrien Investments
Idaho
$22.7M
Kovitz Investment Group Partners
254
Kovitz Investment Group Partners
Illinois
$22.3M
ACS
255
Archford Capital Strategies
Illinois
$21.9M
CAG
256
Curtis Advisory Group
California
$21.8M
AIA
257
Accelerate Investment Advisors
California
$21.6M
CWA
258
Core Wealth Advisors
Florida
$21.6M
GWP
259
Gateway Wealth Partners
Wisconsin
$21.3M
Bank of Montreal
260
Bank of Montreal
Ontario, Canada
$21.3M
AQR Capital Management
261
AQR Capital Management
Connecticut
$21M
CA
262
Calton & Associates
Florida
$20.9M
KCAM
263
Kagan Cocozza Asset Management
New Jersey
$20.7M
SB
264
Strategic Blueprint
Georgia
$20.2M
Truist Financial
265
Truist Financial
North Carolina
$20.1M
LAS
266
Legacy Advisory Services
Pennsylvania
$19.9M
KNFPWM
267
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$19.8M
Corient Private Wealth
268
Corient Private Wealth
Florida
$19.7M
AO
269
Advisor OS
Illinois
$19.3M
WCM
270
Windsor Capital Management
Arizona
$19.2M
FGA
271
Fortis Group Advisors
New Jersey
$19.2M
Focus Partners Wealth
272
Focus Partners Wealth
Massachusetts
$19M
EWM
273
Evermay Wealth Management
Virginia
$18.9M
IRC
274
Investors Research Corp
Georgia
$18.9M
AA
275
Advisory Alpha
Michigan
$18.9M