We are live on ! Find out more
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
AI
276
Atria Investments
North Carolina
$14.5M +$817K +11,807 +6%
SPAS
277
Spectrum Planning & Advisory Services
California
$14.5M -$3.57M -51,649 -19%
RW
278
Ridgeline Wealth
Arizona
$14.4M -$84.7K -1,225 -0.6%
Bank of Nova Scotia
279
Bank of Nova Scotia
Ontario, Canada
$14.3M +$3.76M +54,360 +33%
LSL
280
Legacy Solutions LLC
Pennsylvania
$14.2M +$255K +3,689 +2%
IRC
281
Investors Research Corp
Georgia
$14.1M +$1.03M +14,864 +7%
RC
282
RBF Capital
California
$14.1M
AF
283
Abound Financial
California
$13.6M -$404K -5,842 -3%
TWM
284
Tradition Wealth Management
Minnesota
$13.5M -$1.47M -21,221 -9%
AIC
285
Archer Investment Corporation
Indiana
$13.3M +$1.27M +18,338 +10%
UAS
286
United Asset Strategies
New York
$13.2M -$12.8K -185 -0.1%
PA
287
PFG Advisors
Arizona
$13.2M +$3.95M +57,181 +40%
SW
288
SkyOak Wealth
Michigan
$13.1M -$109K -1,572 -0.8%
BCA
289
Bay Capital Advisors
Virginia
$13.1M +$573K +8,291 +4%
ECA
290
Elevated Capital Advisors
Utah
$13M +$150K +2,169 +1%
BFA
291
Brown Financial Advisors
Ohio
$12.9M -$6.73M -97,340 -33%
NIA
292
NBZ Investment Advisors
Tennessee
$12.8M -$13.9M -200,491 -51%
ACS
293
Archford Capital Strategies
Illinois
$12.4M +$12.2M +176,544 +1,470%
CA
294
Capital Advantage
California
$12.4M
MERSOM
295
Municipal Employees' Retirement System of Michigan
Michigan
$12.4M
SFS
296
Sowell Financial Services
Arkansas
$12.3M +$7.72M +111,614 +149%
GWP
297
Gateway Wealth Partners
Wisconsin
$12.1M +$1.27M +18,401 +11%
NC
298
NovaPoint Capital
Georgia
$12M +$553K +7,989 +5%
ASN
299
Advisory Services Network
Georgia
$11.7M +$4.26M +61,525 +53%
QPWM
300
Quadrant Private Wealth Management
Pennsylvania
$11.7M +$643K +9,296 +6%

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.