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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
TVWM
426
Tower View Wealth Management
Wisconsin
$6.55M +$2.76M +39,894 +67%
LCC
427
Lincoln Capital Corp
Rhode Island
$6.54M +$641K +9,268 +10%
BWM
428
BlackDiamond Wealth Management
New York
$6.52M +$255K +3,693 +4%
LRWM
429
Lord & Richards Wealth Management
Colorado
$6.51M +$3.38M +48,918 +98%
CIC
430
Cutler Investment Counsel
Oregon
$6.49M +$1.77M +25,596 +35%
WAM
431
Worth Asset Management
Texas
$6.49M -$374K -5,409 -5%
TWM
432
Trinity Wealth Management
Pennsylvania
$6.45M +$51.3K +741 +0.8%
TWP
433
Triad Wealth Partners
Kansas
$6.45M +$3.17M +45,872 +88%
VAF
434
Values Added Financial
District of Columbia
$6.39M +$46.8K +676 +0.7%
RFG
435
Range Financial Group
Oregon
$6.34M -$12.4K -180 -0.2%
MHB
436
Midwest Heritage Bank
Iowa
$6.32M -$254K -3,668 -4%
CWM
437
Congress Wealth Management
Massachusetts
$6.25M +$3.5M +50,635 +114%
MWAM
438
Manhattan West Asset Management
California
$6.22M -$1.3M -18,819 -17%
CCA
439
Cooper Capital Advisors
California
$6.22M +$165K +2,382 +3%
ULWM
440
Upper Left Wealth Management
Florida
$6.21M +$1.26M +18,260 +24%
SFP
441
Shepherd Financial Partners
Massachusetts
$5.99M -$150K -2,175 -2%
OMC
442
Old Mission Capital
Illinois
$5.98M +$6.29M +90,884 New
CAG
443
Csenge Advisory Group
Florida
$5.95M -$2.44M -35,320 -27%
APC
444
Aspire Private Capital
North Carolina
$5.95M -$254K -3,668 -4%
WMR
445
Wealth Management Resources
Rhode Island
$5.9M +$357K +5,166 +6%
CWG
446
Cornerstone Wealth Group
North Carolina
$5.89M +$3.29M +47,630 +114%
TIP
447
Tandem Investment Partners
New Jersey
$5.84M +$6.14M +88,745 New
DJSG
448
D.J. St. Germain
Massachusetts
$5.83M -$58K -838 -0.9%
RSA
449
River Street Advisors
Illinois
$5.83M +$747K +10,801 +14%
Jane Street
450
Jane Street
New York
$5.83M +$2.15M +31,158 +54%

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.