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SPYM

State Street SPDR Portfolio S&P 500 ETF

1,370 hedge funds and large institutions have $51.3B invested in State Street SPDR Portfolio S&P 500 ETF in 2025 Q2 according to their latest regulatory filings, with 147 funds opening new positions, 621 increasing their positions, 450 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

177% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 53

39% more call options, than puts

Call options by funds: $94.4M | Put options by funds: $67.9M

38% more repeat investments, than reductions

Existing positions increased: 621 | Existing positions reduced: 450

25% more capital invested

Capital invested by funds: $40.9B → $51.3B (+$10.3B)

6% more funds holding

Funds holding: 1,2901,370 (+80)

3.04% more ownership

Funds ownership: 69%72.04% (+3%)

0% less funds holding in top 10

Funds holding in top 10: 289288 (-1)

Holders
1,370
Holders Change
+80
Holders Change %
+6.2%
% of All Funds
18.04%
Holding in Top 10
288
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.35%
% of All Funds
3.79%
New
147
Increased
621
Reduced
450
Closed
53
Calls
$94.4M
Puts
$67.9M
Net Calls
+$26.5M
Net Calls Change
+$26.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
401
Clarus Wealth Advisors
Arizona
$8.62M +$113K +1,674 +1%
NGA
402
Naples Global Advisors
Florida
$8.6M +$953K +14,175 +14%
SWM
403
StoneCrest Wealth Management
Arizona
$8.56M +$264K +3,929 +3%
CAG
404
Csenge Advisory Group
Florida
$8.46M +$1.75M +25,965 +27%
KWM
405
Kingsview Wealth Management
Oregon
$8.44M +$454K +6,750 +6%
PVI
406
Pine Valley Investments
New Jersey
$8.44M +$550K +8,180 +8%
Jane Street
407
Jane Street
New York
$8.4M +$1.81M +26,926 +30%
LRWM
408
Lord & Richards Wealth Management
Colorado
$8.38M +$1.1M +16,307 +16%
GSWM
409
Golden State Wealth Management
California
$8.36M +$329K +4,899 +4%
Bank of Montreal
410
Bank of Montreal
Ontario, Canada
$8.35M +$2.84M +42,296 +58%
VPF
411
Vantage Point Financial
Illinois
$8.31M +$2.48M +36,929 +48%
MFA
412
Morling Financial Advisors
California
$8.28M -$34.8K -517 -0.5%
GWANC
413
Guardian Wealth Advisors (North Carolina)
North Carolina
$8.25M +$1.77M +26,261 +30%
LCC
414
Lincoln Capital Corp
Rhode Island
$8.22M +$919K +13,661 +14%
MSAM
415
Moloney Securities Asset Management
Missouri
$8.12M +$683K +10,155 +10%
JCFM
416
JBR Co Financial Management
Oklahoma
$8.11M +$569K +8,459 +8%
ATPW
417
Ashton Thomas Private Wealth
Arizona
$8.1M -$839K -12,484 -10%
AWA
418
ARQ Wealth Advisors
Arizona
$7.98M
CIC
419
Cutler Investment Counsel
Oregon
$7.97M +$739K +10,991 +11%
PW
420
Paladin Wealth
Minnesota
$7.91M +$347K +5,165 +5%
TWP
421
Triad Wealth Partners
Kansas
$7.89M +$705K +10,482 +11%
OMC
422
Old Mission Capital
Illinois
$7.8M +$1.1M +16,416 +18%
BWM
423
BlackDiamond Wealth Management
New York
$7.79M +$604K +8,988 +9%
TIM
424
Tortoise Investment Management
New York
$7.78M +$335K +4,979 +5%
PFGIA
425
Patriot Financial Group Insurance Agency
Massachusetts
$7.77M -$2M -29,807 -22%

SPYM Hedge Fund Activity: Q2 2025 in Review

1,370 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 ETF (SPYM) for Q2 2025, worth a combined $51.3B — up 25% from $40.9B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new SPYM positions and 53 closed out — a net gain of 94 holders — while 621 added to existing stakes and 450 trimmed.

The largest buyer was Bank of America, adding an estimated $1.88B. The largest seller was Allianz Asset Management, cutting an estimated $864M.

  • 1,370 institutional investors held State Street SPDR Portfolio S&P 500 ETF (SPYM) as of Q2 2025, up from 1,290 in Q1 2025.
  • Funds reported $51.3B of State Street SPDR Portfolio S&P 500 ETF stock for Q2 2025, up 25% quarter-over-quarter.
  • 147 funds opened new State Street SPDR Portfolio S&P 500 ETF positions in Q2 2025 and 53 closed out, a net change of +94 holders.
  • The largest State Street SPDR Portfolio S&P 500 ETF buyer in Q2 2025 was Bank of America, an estimated $1.88B added.
  • The largest State Street SPDR Portfolio S&P 500 ETF seller in Q2 2025 was Allianz Asset Management, an estimated $864M sold.

Based on aggregated 13F filings for Q2 2025.