SPYM

State Street SPDR Portfolio S&P 500 ETF

1,396 hedge funds and large institutions have $61.9B 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, 674 increasing their positions, 434 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: 1,3571,396 (+39)

1.75% less ownership

Funds ownership: 71.79%70.04% (-1.8%)

39% less call options, than puts

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

Holders
1,396
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
297
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
BFA
301
Brown Financial Advisors
Ohio
$15.8M
AF
302
Advisornet Financial
Minnesota
$15.8M
CPIG
303
Chicago Partners Investment Group
Illinois
$15.4M
AF
304
Abound Financial
California
$15.4M
Fidelity Investments
305
Fidelity Investments
Massachusetts
$15.4M
FIA
306
Foundations Investment Advisors
Arizona
$15.4M
IAA
307
Independent Advisor Alliance
North Carolina
$15.4M
SW
308
SkyOak Wealth
Michigan
$15.2M
BEI
309
Benjamin Edwards Inc
Missouri
$15.2M
NC
310
NovaPoint Capital
Georgia
$15.1M
BAM
311
Belpointe Asset Management
Nevada
$15M
CAS
312
Coppell Advisory Solutions
Texas
$15M
MERSOM
313
Municipal Employees' Retirement System of Michigan
Michigan
$14.7M
DAS
314
Diversify Advisory Services
Utah
$14.7M
AAS
315
Asset Allocation Strategies
Michigan
$14.7M
KBFS
316
Kohmann Bosshard Financial Services
Ohio
$14.7M
SWM
317
Selective Wealth Management
Virginia
$14.6M
AI
318
Atria Investments
North Carolina
$14.4M
MFS
319
Mattson Financial Services
Michigan
$14.3M
CAPTRUST Financial Advisors
320
CAPTRUST Financial Advisors
North Carolina
$14.3M
SSWM
321
Sheets Smith Wealth Management
North Carolina
$14.2M
UAS
322
United Asset Strategies
New York
$14.2M
HWM
323
Hobbs Wealth Management
Indiana
$14M
SFS
324
Sowell Financial Services
Arkansas
$14M
KFSN
325
Keystone Financial Services (Nebraska)
Nebraska
$14M