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
GEM
376
Global Endowment Management
North Carolina
$8.13M
MOS
377
MGO One Seven
Ohio
$8.1M
TFA
378
Transamerica Financial Advisors
Florida
$8.07M
PIA
379
Perennial Investment Advisors
California
$8.04M
GAA
380
Guardian Asset Advisors
Pennsylvania
$7.99M
AWA
381
ARQ Wealth Advisors
Arizona
$7.98M
SPIA
382
Steward Partners Investment Advisory
New York
$7.92M
Rockefeller Capital Management
383
Rockefeller Capital Management
New York
$7.91M
Mercer Global Advisors
384
Mercer Global Advisors
Colorado
$7.88M
BAM
385
Belpointe Asset Management
Nevada
$7.87M
IAA
386
Independent Advisor Alliance
North Carolina
$7.85M
KAM
387
Kensington Asset Management
Texas
$7.82M
SOS
388
Silver Oak Securities
Tennessee
$7.77M
HBS
389
Howard Bailey Securities
Indiana
$7.73M
BIG
390
Bush Investment Group
Georgia
$7.73M
SA
391
Strategic Advisors
New York
$7.71M
TF
392
Theory Financial
Colorado
$7.68M
APWA
393
Atlas Private Wealth Advisors
New Jersey
$7.64M
ODA
394
One Degree Advisors
California
$7.56M
MFA
395
Morling Financial Advisors
California
$7.52M
SWM
396
StoneCrest Wealth Management
Arizona
$7.49M
AQR Capital Management
397
AQR Capital Management
Connecticut
$7.47M
CWA
398
Clarus Wealth Advisors
Arizona
$7.44M
GSWM
399
Golden State Wealth Management
California
$7.24M
KWM
400
Kingsview Wealth Management
Oregon
$7.19M