SPYM

State Street SPDR Portfolio S&P 500 ETF

1,403 hedge funds and large institutions have $62B invested in State Street SPDR Portfolio S&P 500 ETF in 2025 Q3 according to their latest regulatory filings, with 132 funds opening new positions, 677 increasing their positions, 438 reducing their positions, and 52 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 in top 10

Funds holding in top 10:

3% more funds holding

Funds holding: 1,3601,403 (+43)

1.75% less ownership

Funds ownership: 71.83%70.09% (-1.7%)

39% less call options, than puts

Call options by funds: $73M | Put options by funds: $119M

Holders
1,403
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
299
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$73M
Puts
$119M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
401
Kingsview Wealth Management
Oregon
$9.54M
MSAM
402
Moloney Securities Asset Management
Missouri
$9.51M
BOC
403
Bull Oak Capital
California
$9.5M
BBPWM
404
Blue Bell Private Wealth Management
Pennsylvania
$9.44M
VVP
405
Venture Visionary Partners
Ohio
$9.42M
M1FG
406
Mach-1 Financial Group
Arkansas
$9.37M
IAS
407
Integrity Advisory Solutions
Texas
$9.37M
SWM
408
StoneCrest Wealth Management
Arizona
$9.33M
CWA
409
Clarus Wealth Advisors
Arizona
$9.33M
PW
410
Paladin Wealth
Minnesota
$9.33M
TFA
411
Transamerica Financial Advisors
Florida
$9.29M
CAM
412
Cobblestone Asset Management
Virginia
$9.29M
TIM
413
Tortoise Investment Management
New York
$9.24M
AWMNH
414
Arcadia Wealth Management (New Hampshire)
New Hampshire
$9.22M
AWM
415
Adams Wealth Management
Utah
$9.1M
CI
416
CacheTech Inc
Utah
$9.1M
BWM
417
BlackDiamond Wealth Management
New York
$9.05M
SA
418
Strategic Advisors
New York
$8.93M
TWM
419
Tradition Wealth Management
Minnesota
$8.9M
GSWM
420
Golden State Wealth Management
California
$8.83M
ULWM
421
Upper Left Wealth Management
Florida
$8.78M
MFA
422
Morling Financial Advisors
California
$8.75M
GWANC
423
Guardian Wealth Advisors (North Carolina)
North Carolina
$8.75M
TVWM
424
Tower View Wealth Management
Wisconsin
$8.73M
MWM
425
Meridian Wealth Management
Kentucky
$8.67M