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
SWTS
351
Stonehaven Wealth & Tax Solutions
Wisconsin
$9.1M
PFGIA
352
Patriot Financial Group Insurance Agency
Massachusetts
$8.99M
Pathstone Holdings
353
Pathstone Holdings
New Jersey
$8.97M
WCP
354
Wealthcare Capital Partners
Pennsylvania
$8.92M
EWM
355
Evermay Wealth Management
Virginia
$8.89M
FWP
356
Firethorn Wealth Partners
Georgia
$8.88M
BWG
357
Beta Wealth Group
California
$8.82M
ECM
358
Evergreen Capital Management
Washington
$8.81M
CRFG
359
Columbia River Financial Group
Washington
$8.79M
WC
360
Westwind Capital
New Mexico
$8.77M
TPBG
361
Turning Point Benefit Group
Maryland
$8.75M
SP
362
Stonebrook Private
Michigan
$8.74M
DWA
363
Delta Wealth Advisors
Indiana
$8.6M
SSWM
364
Sheets Smith Wealth Management
North Carolina
$8.6M
HSWS
365
Higgins & Schmidt Wealth Strategies
Colorado
$8.54M
EPM
366
Elm Partners Management
Pennsylvania
$8.47M
BOC
367
Bull Oak Capital
California
$8.46M
SPI
368
Sutton Place Investors
New York
$8.44M
GSEP
369
Golden State Equity Partners
California
$8.43M
CA
370
Continuum Advisory
Idaho
$8.41M
FZCM
371
Flynn Zito Capital Management
New York
$8.32M
CWA
372
Clearview Wealth Advisors
Oregon
$8.22M
AWMNH
373
Arcadia Wealth Management (New Hampshire)
New Hampshire
$8.2M
MFS
374
Mattson Financial Services
Michigan
$8.16M
ATPW
375
Ashton Thomas Private Wealth
Arizona
$8.15M