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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
ULWM
426
Upper Left Wealth Management
Florida
$7.77M +$836K +12,435 +13%
MA
427
MKT Advisors
California
$7.74M +$2.36M +35,094 +49%
TVWM
428
Tower View Wealth Management
Wisconsin
$7.73M +$457K +6,800 +7%
BBPWM
429
Blue Bell Private Wealth Management
Pennsylvania
$7.72M +$1.64M +24,374 +30%
MAM
430
MMA Asset Management
Pennsylvania
$7.71M +$140K +2,088 +2%
MWM
431
Meridian Wealth Management
Kentucky
$7.67M +$357K +5,313 +5%
T
432
Transce3nd
Texas
$7.6M +$184K +2,735 +3%
RWP
433
RWA Wealth Partners
Massachusetts
$7.55M +$6.55M +97,436 +1,515%
William Blair & Company
434
William Blair & Company
Illinois
$7.51M +$76.2K +1,133 +1%
WAM
435
Worth Asset Management
Texas
$7.4M +$213K +3,169 +3%
ECM
436
Evergreen Capital Management
Washington
$7.37M -$2.2M -32,657 -24%
SPI
437
Sutton Place Investors
New York
$7.37M -$1.81M -26,975 -21%
AFAS
438
Acorn Financial Advisory Services
Virginia
$7.29M -$342K -5,089 -5%
BSG
439
Black Swift Group
Colorado
$7.28M +$3.31M +49,262 +97%
WCM
440
Wealthcare Capital Management
Virginia
$7.1M -$777K -11,561 -11%
CCA
441
Cooper Capital Advisors
California
$7.07M +$179K +2,662 +3%
WMR
442
Wealth Management Resources
Rhode Island
$7.01M +$459K +6,826 +8%
FWP
443
Firethorn Wealth Partners
Georgia
$7.01M -$2.59M -38,547 -29%
CWM
444
Congress Wealth Management
Massachusetts
$6.93M +$25.9K +385 +0.4%
CIA
445
Concurrent Investment Advisors
Florida
$6.91M +$1.98M +29,397 +45%
SFP
446
Shepherd Financial Partners
Massachusetts
$6.89M +$247K +3,680 +4%
MHB
447
Midwest Heritage Bank
Iowa
$6.88M -$97.6K -1,452 -2%
Empower Advisory Group
448
Empower Advisory Group
Colorado
$6.87M +$5.72M +85,084 +902%
MWAM
449
Manhattan West Asset Management
California
$6.86M -$21.5K -319 -0.3%
RFG
450
Range Financial Group
Oregon
$6.77M -$221K -3,289 -3%

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.