SPYM

State Street SPDR Portfolio S&P 500 ETF

1,418 hedge funds and large institutions have $62.1B invested in State Street SPDR Portfolio S&P 500 ETF in 2025 Q3 according to their latest regulatory filings, with 136 funds opening new positions, 685 increasing their positions, 440 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:

4% more funds holding

Funds holding: 1,3661,418 (+52)

1.78% less ownership

Funds ownership: 72%70.22% (-1.8%)

39% less call options, than puts

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

Holders
1,418
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
301
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
FFWA
301
Forthright Family Wealth Advisory
Texas
$16.2M
CA
302
Capital Advantage
California
$16.2M
RW
303
Ridgeline Wealth
Arizona
$15.9M
BFA
304
Brown Financial Advisors
Ohio
$15.8M
AF
305
Advisornet Financial
Minnesota
$15.8M
CPIG
306
Chicago Partners Investment Group
Illinois
$15.4M
AF
307
Abound Financial
California
$15.4M
Fidelity Investments
308
Fidelity Investments
Massachusetts
$15.4M
FIA
309
Foundations Investment Advisors
Arizona
$15.4M
IAA
310
Independent Advisor Alliance
North Carolina
$15.4M
SW
311
SkyOak Wealth
Michigan
$15.2M
BEI
312
Benjamin Edwards Inc
Missouri
$15.2M
NC
313
NovaPoint Capital
Georgia
$15.1M
BAM
314
Belpointe Asset Management
Nevada
$15M
CAS
315
Coppell Advisory Solutions
Texas
$15M
MERSOM
316
Municipal Employees' Retirement System of Michigan
Michigan
$14.7M
DAS
317
Diversify Advisory Services
Utah
$14.7M
AAS
318
Asset Allocation Strategies
Michigan
$14.7M
KBFS
319
Kohmann Bosshard Financial Services
Ohio
$14.7M
SWM
320
Selective Wealth Management
Virginia
$14.6M
AI
321
Atria Investments
North Carolina
$14.4M
MFS
322
Mattson Financial Services
Michigan
$14.3M
CAPTRUST Financial Advisors
323
CAPTRUST Financial Advisors
North Carolina
$14.3M
SSWM
324
Sheets Smith Wealth Management
North Carolina
$14.2M
UAS
325
United Asset Strategies
New York
$14.2M