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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
SWM
401
StoneCrest Wealth Management
Arizona
$7.49M +$113K +1,640 +1%
AQR Capital Management
402
AQR Capital Management
Connecticut
$7.47M +$1.12M +16,222 +17%
CWA
403
Clarus Wealth Advisors
Arizona
$7.44M +$1.06M +15,397 +15%
GSWM
404
Golden State Wealth Management
California
$7.24M +$215K +3,106 +3%
KWM
405
Kingsview Wealth Management
Oregon
$7.19M -$168K -2,427 -2%
SWM
406
Selective Wealth Management
Virginia
$7.19M +$949K +13,722 +14%
WCM
407
Wealthcare Capital Management
Virginia
$7.18M -$975K -14,092 -11%
OCM
408
One Capital Management
California
$7.1M +$571K +8,259 +8%
PVI
409
Pine Valley Investments
New Jersey
$7.1M +$235K +3,393 +3%
MCC
410
Money Concepts Capital
Florida
$7.07M -$3.9M -56,324 -34%
RIM
411
Redwood Investment Management
Arizona
$7.07M +$146K +2,108 +2%
AFAS
412
Acorn Financial Advisory Services
Virginia
$6.93M -$1.6M -23,152 -18%
NGA
413
Naples Global Advisors
Florida
$6.85M +$1.1M +15,908 +18%
MAM
414
MMA Asset Management
Pennsylvania
$6.84M +$277K +3,999 +4%
PW
415
Paladin Wealth
Minnesota
$6.82M -$2.66M -38,429 -27%
JCFM
416
JBR Co Financial Management
Oklahoma
$6.78M +$1.03M +14,841 +17%
MLA
417
My Legacy Advisors
Oregon
$6.76M -$578K -8,353 -8%
CF
418
Centaurus Financial
California
$6.75M +$264K +3,813 +4%
William Blair & Company
419
William Blair & Company
Illinois
$6.72M +$623K +9,005 +10%
EFG
420
Elios Financial Group
Ohio
$6.71M -$75.2K -1,088 -1%
TIM
421
Tortoise Investment Management
New York
$6.71M +$976K +14,110 +16%
MSAM
422
Moloney Securities Asset Management
Missouri
$6.68M +$559K +8,084 +9%
FGA
423
Fortis Group Advisors
New Jersey
$6.65M -$3.64M -52,628 -34%
T
424
Transce3nd
Texas
$6.6M -$1.29M -18,686 -16%
MWM
425
Meridian Wealth Management
Kentucky
$6.59M +$1.79M +25,937 +35%

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.