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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
FPAS
451
Focus Partners Advisor Solutions
Missouri
$5.78M -$1.25M -18,117 -17%
DLHL
452
Donald L. Hagan LLC
Florida
$5.76M +$400K +5,789 +7%
GWANC
453
Guardian Wealth Advisors (North Carolina)
North Carolina
$5.74M +$5.05K +73 +0.1%
EGA
454
E&G Advisors
Texas
$5.56M +$168K +2,431 +3%
WP
455
WealthPLAN Partners
Nebraska
$5.52M -$493K -7,134 -8%
GKWIM
456
Gerber Kawasaki Wealth & Investment Management
California
$5.49M -$285K -4,125 -5%
SFC
457
Strategic Financial Concepts
Texas
$5.48M -$83.3K -1,205 -1%
BBPWM
458
Blue Bell Private Wealth Management
Pennsylvania
$5.38M +$585K +8,455 +12%
Northern Trust
459
Northern Trust
Illinois
$5.36M -$20.1K -291 -0.4%
CWM
460
Copia Wealth Management
Oregon
$5.36M +$136K +1,967 +2%
PPW
461
Parcion Private Wealth
Washington
$5.33M -$22.6M -327,266 -80%
RFS
462
Richardson Financial Services
Massachusetts
$5.33M -$1.32M -19,057 -19%
MFT
463
Moisand Fitzgerald Tamayo
Florida
$5.25M -$133K -1,923 -2%
MCWS
464
McKinley Carter Wealth Services
West Virginia
$5.24M -$687K -9,927 -11%
CC
465
Courier Capital
New York
$5.2M -$1.66M -24,015 -23%
RSWM
466
Robertson Stephens Wealth Management
California
$5.2M -$4.86M -70,200 -47%
CWM
467
Centric Wealth Management
Illinois
$5.18M -$15.2M -219,541 -74%
LCM
468
Lunt Capital Management
Utah
$5.18M +$366K +5,297 +7%
NC
469
Napatree Capital
Rhode Island
$5.17M +$3.06M +44,213 +129%
TCG
470
Transcendent Capital Group
Oklahoma
$5.11M -$197K -2,845 -4%
VPF
471
Vantage Point Financial
Illinois
$5.09M +$728K +10,529 +16%
SPWG
472
Syntegra Private Wealth Group
Missouri
$5.06M -$174K -2,513 -3%
HSA
473
HBK Sorce Advisory
Pennsylvania
$5.04M +$236K +3,409 +5%
CFD
474
Creative Financial Designs
Indiana
$5.03M -$201K -2,907 -4%
BNP Paribas Financial Markets
475
BNP Paribas Financial Markets
France
$4.96M -$854K -12,350 -14%

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.