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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
MCA
501
MSH Capital Advisors
Arizona
$4.2M +$558K +8,073 +14%
CFG
502
Citizens Financial Group
Rhode Island
$4.18M -$205K -2,967 -4%
PG
503
Prostatis Group
Maryland
$4.17M -$761K -11,006 -15%
BMWM
504
Brown Miller Wealth Management
Virginia
$4.15M +$4.36M +63,097 New
LCGC
505
Legacy Capital Group California
California
$4.14M -$61.5K -889 -1%
AP
506
Advisors Preferred
Maryland
$4.13M
GM
507
GeoWealth Management
Illinois
$4.11M +$1.63M +23,545 +60%
BFA
508
Beacon Financial Advisory
Ohio
$4.11M +$248K +3,590 +6%
CWM
509
Compass Wealth Management
Connecticut
$4.07M -$457K -6,602 -10%
PSCM
510
Per Stirling Capital Management
Texas
$4.01M +$968 +14 +0%
DC
511
Davenport & Co
Virginia
$3.95M +$2.79M +40,275 +204%
CFG
512
Cooper Financial Group
California
$3.94M +$918K +13,269 +28%
National Bank of Canada
513
National Bank of Canada
Quebec, Canada
$3.93M +$476K +6,886 +13%
TCA
514
Transcend Capital Advisors
New Jersey
$3.88M +$220K +3,185 +6%
BW
515
BIP Wealth
Georgia
$3.84M -$15.4K -223 -0.4%
PWM
516
Perigon Wealth Management
California
$3.84M +$438K +6,327 +12%
Baird Financial Group
517
Baird Financial Group
Wisconsin
$3.83M -$23.8M -344,622 -86%
TCM
518
Traynor Capital Management
Pennsylvania
$3.78M -$326K -4,715 -8%
CCM
519
Ciovacco Capital Management
Georgia
$3.77M -$91.3K -1,320 -2%
MF
520
Meridian Financial
Massachusetts
$3.77M +$63.9K +924 +2%
CCG
521
Catalina Capital Group
California
$3.77M -$279K -4,037 -7%
CFS
522
Commonwealth Financial Services
West Virginia
$3.73M +$503K +7,270 +15%
CPL
523
CAP Partners LLC
Tennessee
$3.69M -$21.3K -308 -0.5%
FDCDDQ
524
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.68M +$247K +3,575 +7%
AWM
525
Abound Wealth Management
Tennessee
$3.68M +$1.95M +28,130 +101%

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.