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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
ARC
301
Advisor Resource Council
Texas
$11.6M +$13M +187,557 New
Corient Private Wealth
302
Corient Private Wealth
Florida
$11.6M -$802K -11,600 -6%
O3W
303
Omni 360 Wealth
New Jersey
$11.6M +$471K +6,806 +4%
PSFG
304
Prairie Sky Financial Group
Illinois
$11.5M +$392K +5,667 +3%
TCM
305
Towercrest Capital Management
Pennsylvania
$11.3M -$214K -3,098 -2%
MSRI
306
Michael S. Ryan Inc
New York
$11.2M -$304K -4,400 -3%
KFSN
307
Keystone Financial Services (Nebraska)
Nebraska
$11.1M +$453K +6,551 +4%
GG
308
GenWealth Group
New Jersey
$11.1M +$230K +3,325 +2%
FRA
309
FFG Retirement Advisors
Colorado
$11.1M -$2.13M -30,773 -15%
WC
310
Waterloo Capital
Texas
$10.9M -$618K -8,933 -5%
BEI
311
Benjamin Edwards Inc
Missouri
$10.9M +$11.4M +165,412 New
FWP
312
Forefront Wealth Partners
Texas
$10.9M +$1.85M +26,797 +19%
AWM
313
Adams Wealth Management
Utah
$10.8M -$2.97K -43 -0%
CI
314
CacheTech Inc
Utah
$10.8M -$2.97K -43 -0%
VA
315
Valmark Advisers
Ohio
$10.8M +$504K +7,293 +5%
MWA
316
Merkkuri Wealth Advisors
New York
$10.7M +$1.79M +25,889 +19%
CF
317
Convergence Financial
Missouri
$10.7M +$4.79M +69,304 +74%
FFA
318
Fragasso Financial Advisors
Pennsylvania
$10.7M +$546K +7,901 +5%
CWMS
319
Cannon Wealth Management Services
North Carolina
$10.6M +$676K +9,781 +6%
VBFP
320
Valtinson Bruner Financial Planning
Minnesota
$10.6M -$3.35M -48,496 -23%
WA
321
Win Advisors
Florida
$10.5M +$11M +159,544 New
HBT
322
Hills Bank & Trust
Iowa
$10.3M +$4.92M +71,097 +83%
CPIG
323
Chicago Partners Investment Group
Illinois
$10.3M +$1.9M +27,540 +22%
HCM
324
Hollencrest Capital Management
California
$10.2M +$99.9K +1,444 +0.9%
MFS
325
McNamara Financial Services
Massachusetts
$10.2M -$202K -2,923 -2%

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.