SPYM

State Street SPDR Portfolio S&P 500 ETF

1,415 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, 683 increasing their positions, 439 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: 1,3651,415 (+50)

1.82% less ownership

Funds ownership: 71.99%70.17% (-1.8%)

39% less call options, than puts

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

Holders
1,415
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
300
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
CA
301
Capital Advantage
California
$16.2M
RW
302
Ridgeline Wealth
Arizona
$15.9M
BFA
303
Brown Financial Advisors
Ohio
$15.8M
AF
304
Advisornet Financial
Minnesota
$15.8M
CPIG
305
Chicago Partners Investment Group
Illinois
$15.4M
AF
306
Abound Financial
California
$15.4M
Fidelity Investments
307
Fidelity Investments
Massachusetts
$15.4M
FIA
308
Foundations Investment Advisors
Arizona
$15.4M
IAA
309
Independent Advisor Alliance
North Carolina
$15.4M
SW
310
SkyOak Wealth
Michigan
$15.2M
BEI
311
Benjamin Edwards Inc
Missouri
$15.2M
NC
312
NovaPoint Capital
Georgia
$15.1M
BAM
313
Belpointe Asset Management
Nevada
$15M
CAS
314
Coppell Advisory Solutions
Texas
$15M
MERSOM
315
Municipal Employees' Retirement System of Michigan
Michigan
$14.7M
DAS
316
Diversify Advisory Services
Utah
$14.7M
AAS
317
Asset Allocation Strategies
Michigan
$14.7M
KBFS
318
Kohmann Bosshard Financial Services
Ohio
$14.7M
SWM
319
Selective Wealth Management
Virginia
$14.6M
AI
320
Atria Investments
North Carolina
$14.4M
MFS
321
Mattson Financial Services
Michigan
$14.3M
CAPTRUST Financial Advisors
322
CAPTRUST Financial Advisors
North Carolina
$14.3M
SSWM
323
Sheets Smith Wealth Management
North Carolina
$14.2M
UAS
324
United Asset Strategies
New York
$14.2M
HWM
325
Hobbs Wealth Management
Indiana
$14M