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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
PWA
326
PCG Wealth Advisors
Kansas
$10.2M +$1.83M +26,435 +21%
Janney Montgomery Scott
327
Janney Montgomery Scott
Pennsylvania
$10.2M -$1.08M -15,659 -9%
AAS
328
Avantax Advisory Services
Texas
$10.1M +$1.01M +14,582 +10%
CA
329
Calton & Associates
Florida
$10.1M +$8.28M +119,660 +357%
TC
330
TownSquare Capital
Utah
$10M +$527K +7,618 +5%
MSA
331
Marathon Strategic Advisors
Pennsylvania
$9.98M -$116K -1,681 -1%
AF
332
Advisornet Financial
Minnesota
$9.96M +$1.8M +26,047 +21%
FF
333
Financial Futures
New Jersey
$9.95M -$877K -12,675 -8%
PPC
334
Park Place Capital
Alabama
$9.78M +$7.35M +106,225 +250%
JCM
335
Jacobi Capital Management
Pennsylvania
$9.78M +$161K +2,328 +2%
VVP
336
Venture Visionary Partners
Ohio
$9.76M +$5.92M +85,585 +136%
RFW
337
Rainier Family Wealth
Washington
$9.64M +$1.01M +14,611 +11%
TCWM
338
Total Clarity Wealth Management
Illinois
$9.64M -$78.2K -1,130 -0.8%
AWMG
339
Alliance Wealth Management Group
New Jersey
$9.63M -$180K -2,596 -2%
LWMM
340
Legacy Wealth Management (Mississippi)
Mississippi
$9.52M +$1.15M +16,609 +13%
AF
341
Apollon Financial
South Carolina
$9.5M -$656K -9,489 -6%
Fidelity Investments
342
Fidelity Investments
Massachusetts
$9.49M +$1.17M +16,927 +13%
IWN
343
Independent Wealth Network
Iowa
$9.46M +$142K +2,060 +1%
CAPTRUST Financial Advisors
344
CAPTRUST Financial Advisors
North Carolina
$9.39M +$2M +28,970 +25%
PWPS
345
Pinnacle Wealth Planning Services
Ohio
$9.36M +$16.4K +237 +0.2%
Geode Capital Management
346
Geode Capital Management
Massachusetts
$9.34M
ABTD
347
Arvest Bank Trust Division
Oklahoma
$9.28M -$287K -4,153 -3%
CAS
348
Coppell Advisory Solutions
Texas
$9.26M +$3.2M +46,274 +48%
AWA
349
Arete Wealth Advisors
Illinois
$9.23M +$4.09M +59,132 +73%
SW
350
Simplicity Wealth
New Jersey
$9.17M +$1.87M +27,095 +24%

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.