SPYM

State Street SPDR Portfolio S&P 500 ETF

1,354 hedge funds and large institutions have $51.1B invested in State Street SPDR Portfolio S&P 500 ETF in 2025 Q2 according to their latest regulatory filings, with 146 funds opening new positions, 613 increasing their positions, 448 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,354
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
286
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$94.4M
Puts
$67.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LRWM
401
Lord & Richards Wealth Management
Colorado
$8.38M
GSWM
402
Golden State Wealth Management
California
$8.36M
Bank of Montreal
403
Bank of Montreal
Ontario, Canada
$8.35M
VPF
404
Vantage Point Financial
Illinois
$8.31M
HBS
405
Howard Bailey Securities
Indiana
$8.3M
MFA
406
Morling Financial Advisors
California
$8.28M
GWANC
407
Guardian Wealth Advisors (North Carolina)
North Carolina
$8.25M
LCC
408
Lincoln Capital Corp
Rhode Island
$8.22M
MSAM
409
Moloney Securities Asset Management
Missouri
$8.12M
JCFM
410
JBR Co Financial Management
Oklahoma
$8.11M
ATPW
411
Ashton Thomas Private Wealth
Arizona
$8.1M
AWA
412
ARQ Wealth Advisors
Arizona
$7.98M
CIC
413
Cutler Investment Counsel
Oregon
$7.97M
PW
414
Paladin Wealth
Minnesota
$7.91M
TWP
415
Triad Wealth Partners
Kansas
$7.89M
OMC
416
Old Mission Capital
Illinois
$7.8M
BWM
417
BlackDiamond Wealth Management
New York
$7.79M
TIM
418
Tortoise Investment Management
New York
$7.78M
PFGIA
419
Patriot Financial Group Insurance Agency
Massachusetts
$7.77M
ULWM
420
Upper Left Wealth Management
Florida
$7.77M
MA
421
MKT Advisors
California
$7.74M
TVWM
422
Tower View Wealth Management
Wisconsin
$7.73M
BBPWM
423
Blue Bell Private Wealth Management
Pennsylvania
$7.72M
MAM
424
MMA Asset Management
Pennsylvania
$7.71M
MWM
425
Meridian Wealth Management
Kentucky
$7.67M