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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
FCI
476
Financial Counselors Inc
Kansas
$4.82M +$12.1K +175 +0.2%
GF
477
Goodman Financial
Texas
$4.82M +$60.9K +880 +1%
TFG
478
Tilson Financial Group
New Jersey
$4.81M +$425K +6,145 +9%
JGIA
479
Jackson Grant Investment Advisers
Connecticut
$4.8M -$1.31K -19 -0%
Bank of Montreal
480
Bank of Montreal
Ontario, Canada
$4.78M +$278K +4,022 +6%
AFP
481
Alpha Financial Partners
Kentucky
$4.73M
LFG
482
Leverty Financial Group
Wisconsin
$4.65M +$3.98M +57,578 +439%
KCM
483
Kanawha Capital Management
Virginia
$4.63M +$112K +1,620 +2%
MWM
484
Modera Wealth Management
New Jersey
$4.61M -$116K -1,681 -2%
WWP
485
Wise Wealth Partners
Arizona
$4.59M -$1.26M -18,194 -21%
FFA
486
Farther Finance Advisors
California
$4.57M +$1.26M +18,290 +36%
TWP
487
Tempus Wealth Planning
California
$4.55M +$652K +9,434 +16%
BFA
488
Beaumont Financial Advisors
Massachusetts
$4.54M -$9.54K -138 -0.2%
AA
489
Alesco Advisors
New York
$4.51M +$887K +12,830 +23%
VRM
490
Vectors Research Management
New York
$4.45M -$188K -2,720 -4%
BF
491
Brogan Financial
Tennessee
$4.42M +$140K +2,017 +3%
EFL
492
ERn Financial LLC
Wisconsin
$4.41M +$132K +1,907 +3%
EWA
493
Emergent Wealth Advisors
New York
$4.36M -$930K -13,443 -17%
T
494
TrueFG
Texas
$4.32M +$519K +7,504 +13%
CIA
495
Concurrent Investment Advisors
Florida
$4.32M -$6.46M -93,453 -59%
LA
496
Lifeworks Advisors
Michigan
$4.27M -$1.04M -15,062 -19%
PCIA
497
Prime Capital Investment Advisors
Kansas
$4.26M +$3.23M +46,720 +258%
MAM
498
Madison Asset Management
Wisconsin
$4.26M +$731K +10,567 +19%
FSA
499
Financial Security Advisor
Virginia
$4.26M +$236K +3,419 +6%
MA
500
MKT Advisors
California
$4.24M +$804K +11,620 +19%

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.