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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
FZCM
376
Flynn Zito Capital Management
New York
$8.32M +$3.94K +57 +0%
CWA
377
Clearview Wealth Advisors
Oregon
$8.22M -$577K -8,346 -6%
AWMNH
378
Arcadia Wealth Management (New Hampshire)
New Hampshire
$8.2M -$176K -2,540 -2%
MFS
379
Mattson Financial Services
Michigan
$8.16M +$220K +3,177 +3%
ATPW
380
Ashton Thomas Private Wealth
Arizona
$8.15M +$2.32M +33,606 +37%
GEM
381
Global Endowment Management
North Carolina
$8.13M +$4.42M +63,976 +107%
LI
382
LifeWealth Investments
Florida
$8.11M +$6.22M +89,926 +269%
MOS
383
MGO One Seven
Ohio
$8.1M +$53.1K +768 +0.6%
TFA
384
Transamerica Financial Advisors
Florida
$8.07M +$43K +621 +0.5%
PIA
385
Perennial Investment Advisors
California
$8.04M +$2.06M +29,835 +32%
GAA
386
Guardian Asset Advisors
Pennsylvania
$7.99M +$622K +9,000 +8%
AWA
387
ARQ Wealth Advisors
Arizona
$7.98M +$396K +5,723 +5%
SPIA
388
Steward Partners Investment Advisory
New York
$7.92M +$1.57M +22,717 +23%
Rockefeller Capital Management
389
Rockefeller Capital Management
New York
$7.91M +$504K +7,291 +6%
Mercer Global Advisors
390
Mercer Global Advisors
Colorado
$7.88M -$55.1K -797 -0.7%
BAM
391
Belpointe Asset Management
Nevada
$7.87M -$11.3M -163,130 -58%
IAA
392
Independent Advisor Alliance
North Carolina
$7.85M -$204M -2,947,578 -96%
KAM
393
Kensington Asset Management
Texas
$7.82M +$1.03M +14,831 +14%
SOS
394
Silver Oak Securities
Tennessee
$7.77M +$834K +12,056 +11%
BIG
395
Bush Investment Group
Georgia
$7.73M -$351K -5,076 -4%
SA
396
Strategic Advisors
New York
$7.71M +$741K +10,714 +10%
TF
397
Theory Financial
Colorado
$7.68M -$746K -10,785 -8%
APWA
398
Atlas Private Wealth Advisors
New Jersey
$7.64M +$4.94M +71,357 +159%
ODA
399
One Degree Advisors
California
$7.56M +$70.9K +1,025 +0.9%
MFA
400
Morling Financial Advisors
California
$7.52M -$67.2K -972 -0.8%

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.