SPYM

State Street SPDR Portfolio S&P 500 ETF

1,275 hedge funds and large institutions have $40.8B invested in State Street SPDR Portfolio S&P 500 ETF in 2025 Q1 according to their latest regulatory filings, with 131 funds opening new positions, 587 increasing their positions, 424 reducing their positions, and 66 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

Funds holding:

1% more funds holding in top 10

Funds holding in top 10: 283287 (+4)

0% more call options, than puts

Call options by funds: $56.8M | Put options by funds: $56.6M

0.06% less ownership

Funds ownership: 68.8%68.74% (-0.06%)

Holders
1,275
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
287
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$56.8M
Puts
$56.6M
Net Calls
Net Calls Change

Top Buyers

1 +$1.6B
2 +$1.39B
3 +$1.01B
4
Betterment LLC
Betterment LLC
New York
+$788M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$235M
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
301
Towercrest Capital Management
Pennsylvania
$11.3M
MSRI
302
Michael S. Ryan Inc
New York
$11.2M
KFSN
303
Keystone Financial Services (Nebraska)
Nebraska
$11.1M
GG
304
GenWealth Group
New Jersey
$11.1M
FRA
305
FFG Retirement Advisors
Colorado
$11.1M
WC
306
Waterloo Capital
Texas
$10.9M
BEI
307
Benjamin Edwards Inc
Missouri
$10.9M
FWP
308
Forefront Wealth Partners
Texas
$10.9M
AWM
309
Adams Wealth Management
Utah
$10.8M
CI
310
CacheTech Inc
Utah
$10.8M
VA
311
Valmark Advisers
Ohio
$10.8M
MWA
312
Merkkuri Wealth Advisors
New York
$10.7M
CF
313
Convergence Financial
Missouri
$10.7M
FFA
314
Fragasso Financial Advisors
Pennsylvania
$10.7M
CWMS
315
Cannon Wealth Management Services
North Carolina
$10.6M
VBFP
316
Valtinson Bruner Financial Planning
Minnesota
$10.6M
WA
317
Win Advisors
Florida
$10.5M
HBT
318
Hills Bank & Trust
Iowa
$10.3M
CPIG
319
Chicago Partners Investment Group
Illinois
$10.3M
HCM
320
Hollencrest Capital Management
California
$10.2M
MFS
321
McNamara Financial Services
Massachusetts
$10.2M
PWA
322
PCG Wealth Advisors
Kansas
$10.2M
Janney Montgomery Scott
323
Janney Montgomery Scott
Pennsylvania
$10.2M
AAS
324
Avantax Advisory Services
Texas
$10.1M
CA
325
Calton & Associates
Florida
$10.1M