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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
OC
351
Oarsman Capital
Wisconsin
$9.17M +$444K +6,422 +5%
AO
352
Advisor OS
Illinois
$9.13M -$250K -3,615 -3%
FPWM
353
FSB Premier Wealth Management
Iowa
$9.11M -$473K -6,840 -5%
BWFA
354
Baltimore-Washington Financial Advisors
Maryland
$9.11M -$130K -1,883 -1%
SWTS
355
Stonehaven Wealth & Tax Solutions
Wisconsin
$9.1M +$255K +3,683 +3%
HBS
356
Howard Bailey Securities
Indiana
$9.08M +$354K +5,117 +4%
PFGIA
357
Patriot Financial Group Insurance Agency
Massachusetts
$8.99M -$133K -1,924 -1%
Pathstone Holdings
358
Pathstone Holdings
New Jersey
$8.97M -$615K -8,893 -6%
WCP
359
Wealthcare Capital Partners
Pennsylvania
$8.92M +$583K +8,426 +7%
EWM
360
Evermay Wealth Management
Virginia
$8.89M +$1.15M +16,617 +14%
FWP
361
Firethorn Wealth Partners
Georgia
$8.88M -$479K -6,929 -5%
BWG
362
Beta Wealth Group
California
$8.82M -$1.84M -26,643 -17%
ECM
363
Evergreen Capital Management
Washington
$8.81M +$6.57M +95,000 +244%
CRFG
364
Columbia River Financial Group
Washington
$8.79M -$3.85M -55,716 -29%
WC
365
Westwind Capital
New Mexico
$8.77M +$1.18M +17,047 +15%
TPBG
366
Turning Point Benefit Group
Maryland
$8.75M -$1.43M -20,686 -12%
SP
367
Stonebrook Private
Michigan
$8.74M +$636K +9,202 +7%
DWA
368
Delta Wealth Advisors
Indiana
$8.6M +$334K +4,823 +4%
SSWM
369
Sheets Smith Wealth Management
North Carolina
$8.6M +$47K +679 +0.5%
HSWS
370
Higgins & Schmidt Wealth Strategies
Colorado
$8.54M +$7.28M +105,229 +427%
EPM
371
Elm Partners Management
Pennsylvania
$8.47M +$8.91M +128,766 New
BOC
372
Bull Oak Capital
California
$8.46M -$584K -8,442 -6%
SPI
373
Sutton Place Investors
New York
$8.44M -$515K -7,450 -5%
GSEP
374
Golden State Equity Partners
California
$8.43M -$1.4M -20,199 -14%
CA
375
Continuum Advisory
Idaho
$8.41M +$28.1K +407 +0.3%

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.