SPYM

State Street SPDR Portfolio S&P 500 ETF

1,418 hedge funds and large institutions have $62.1B invested in State Street SPDR Portfolio S&P 500 ETF in 2025 Q3 according to their latest regulatory filings, with 136 funds opening new positions, 685 increasing their positions, 440 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:

4% more funds holding

Funds holding: 1,3661,418 (+52)

1.78% less ownership

Funds ownership: 72%70.22% (-1.8%)

39% less call options, than puts

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

Holders
1,418
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
301
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
GSWM
426
Golden State Wealth Management
California
$8.83M
ULWM
427
Upper Left Wealth Management
Florida
$8.78M
MFA
428
Morling Financial Advisors
California
$8.75M
GWANC
429
Guardian Wealth Advisors (North Carolina)
North Carolina
$8.75M
TVWM
430
Tower View Wealth Management
Wisconsin
$8.73M
MWM
431
Meridian Wealth Management
Kentucky
$8.67M
TWP
432
Triad Wealth Partners
Kansas
$8.59M
ECM
433
Evergreen Capital Management
Washington
$8.48M
CCA
434
Cooper Capital Advisors
California
$8.27M
WCM
435
Wealthcare Capital Management
Virginia
$8.23M
RFS
436
Richardson Financial Services
Massachusetts
$8.19M
AWA
437
ARQ Wealth Advisors
Arizona
$8.02M
WMR
438
Wealth Management Resources
Rhode Island
$8.02M
MIH
439
Meitav Investment House
Israel
$7.95M
AFAS
440
Acorn Financial Advisory Services
Virginia
$7.88M
RWP
441
RWA Wealth Partners
Massachusetts
$7.86M
AWM
442
Axxcess Wealth Management
California
$7.84M
VAF
443
Values Added Financial
District of Columbia
$7.8M
CF
444
Convergence Financial
Missouri
$7.76M
FRA
445
FFG Retirement Advisors
Colorado
$7.67M
MAM
446
Madison Asset Management
Wisconsin
$7.65M
CCM
447
Condor Capital Management
New Jersey
$7.64M
SPI
448
Sutton Place Investors
New York
$7.62M
AA
449
Alesco Advisors
New York
$7.53M
EFL
450
ERn Financial LLC
Wisconsin
$7.5M