SPYM

State Street SPDR Portfolio S&P 500 ETF

1,275 hedge funds and large institutions have $40.8B invested in State Street SPDR Portfolio S&P 500 ETF in 2025 Q1 according to their latest regulatory filings, with 131 funds opening new positions, 587 increasing their positions, 424 reducing their positions, and 66 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

Funds holding:

1% more funds holding in top 10

Funds holding in top 10: 283287 (+4)

0% more call options, than puts

Call options by funds: $56.8M | Put options by funds: $56.6M

0.06% less ownership

Funds ownership: 68.8%68.74% (-0.06%)

Holders
1,275
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
287
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$56.8M
Puts
$56.6M
Net Calls
Net Calls Change

Top Buyers

1 +$1.6B
2 +$1.39B
3 +$1.01B
4
Betterment LLC
Betterment LLC
New York
+$788M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$235M
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
426
Trinity Wealth Management
Pennsylvania
$6.45M
TWP
427
Triad Wealth Partners
Kansas
$6.45M
VAF
428
Values Added Financial
District of Columbia
$6.39M
RFG
429
Range Financial Group
Oregon
$6.34M
MHB
430
Midwest Heritage Bank
Iowa
$6.32M
CWM
431
Congress Wealth Management
Massachusetts
$6.25M
MWAM
432
Manhattan West Asset Management
California
$6.22M
CCA
433
Cooper Capital Advisors
California
$6.22M
ULWM
434
Upper Left Wealth Management
Florida
$6.21M
SFP
435
Shepherd Financial Partners
Massachusetts
$5.99M
OMC
436
Old Mission Capital
Illinois
$5.98M
CAG
437
Csenge Advisory Group
Florida
$5.95M
APC
438
Aspire Private Capital
North Carolina
$5.95M
WMR
439
Wealth Management Resources
Rhode Island
$5.9M
CWG
440
Cornerstone Wealth Group
North Carolina
$5.89M
TIP
441
Tandem Investment Partners
New Jersey
$5.84M
DJSG
442
D.J. St. Germain
Massachusetts
$5.83M
RSA
443
River Street Advisors
Illinois
$5.83M
Jane Street
444
Jane Street
New York
$5.83M
FPAS
445
Focus Partners Advisor Solutions
Missouri
$5.78M
DLHL
446
Donald L. Hagan LLC
Florida
$5.76M
GWANC
447
Guardian Wealth Advisors (North Carolina)
North Carolina
$5.74M
EGA
448
E&G Advisors
Texas
$5.56M
WP
449
WealthPLAN Partners
Nebraska
$5.52M
GKWIM
450
Gerber Kawasaki Wealth & Investment Management
California
$5.49M