SPYM

State Street SPDR Portfolio S&P 500 ETF

1,415 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, 683 increasing their positions, 439 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: 1,3651,415 (+50)

1.82% less ownership

Funds ownership: 71.99%70.17% (-1.8%)

39% less call options, than puts

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

Holders
1,415
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
300
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
ULWM
426
Upper Left Wealth Management
Florida
$8.78M
MFA
427
Morling Financial Advisors
California
$8.75M
GWANC
428
Guardian Wealth Advisors (North Carolina)
North Carolina
$8.75M
TVWM
429
Tower View Wealth Management
Wisconsin
$8.73M
MWM
430
Meridian Wealth Management
Kentucky
$8.67M
TWP
431
Triad Wealth Partners
Kansas
$8.59M
ECM
432
Evergreen Capital Management
Washington
$8.48M
CCA
433
Cooper Capital Advisors
California
$8.27M
WCM
434
Wealthcare Capital Management
Virginia
$8.23M
RFS
435
Richardson Financial Services
Massachusetts
$8.19M
AWA
436
ARQ Wealth Advisors
Arizona
$8.02M
WMR
437
Wealth Management Resources
Rhode Island
$8.02M
MIH
438
Meitav Investment House
Israel
$7.95M
AFAS
439
Acorn Financial Advisory Services
Virginia
$7.88M
RWP
440
RWA Wealth Partners
Massachusetts
$7.86M
AWM
441
Axxcess Wealth Management
California
$7.84M
VAF
442
Values Added Financial
District of Columbia
$7.8M
CF
443
Convergence Financial
Missouri
$7.76M
FRA
444
FFG Retirement Advisors
Colorado
$7.67M
MAM
445
Madison Asset Management
Wisconsin
$7.65M
CCM
446
Condor Capital Management
New Jersey
$7.64M
SPI
447
Sutton Place Investors
New York
$7.62M
AA
448
Alesco Advisors
New York
$7.53M
EFL
449
ERn Financial LLC
Wisconsin
$7.5M
EMAM
450
Encompass More Asset Management
California
$7.4M