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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
CPW
551
Catalyst Private Wealth
California
$3.25M
CIAS
552
Capital Investment Advisory Services
North Carolina
$3.24M +$1.35M +19,448 +65%
SWM
553
Spire Wealth Management
Virginia
$3.24M +$113K +1,634 +3%
FIA
554
Foundations Investment Advisors
Arizona
$3.19M +$30.8K +446 +0.9%
CF
555
Clarity Financial
Texas
$3.18M +$3.34M +48,314 New
JFG
556
JDM Financial Group
Texas
$3.18M -$91.2K -1,319 -3%
LGA
557
Lebenthal Global Advisors
New York
$3.17M +$775K +11,212 +30%
VF
558
Vestment Financial
Minnesota
$3.15M +$518K +7,496 +19%
NWMG
559
National Wealth Management Group
Ohio
$3.14M +$2.61M +37,724 +374%
VC
560
Vicus Capital
Pennsylvania
$3.14M +$70K +1,012 +2%
GLR
561
Great Lakes Retirement
Ohio
$3.14M -$793K -11,461 -19%
FW
562
FullCircle Wealth
Texas
$3.11M -$454K -6,564 -12%
RB
563
Renasant Bank
Mississippi
$3.07M +$1.5M +21,681 +87%
RIS
564
Richmond Investment Services
Wisconsin
$3.03M +$1.92M +27,742 +151%
VIA
565
Vickerman Investment Advisors
Washington
$3.02M -$47.8K -691 -1%
SIM
566
Synergy Investment Management
Florida
$3.01M +$192K +2,770 +6%
APP
567
Avantax Planning Partners
Iowa
$3.01M +$1.66K +24 +0.1%
TRCT
568
Tower Research Capital (TRC)
New York
$3M +$3.15M +45,583 New
HH
569
HWG Holdings
Texas
$2.96M -$434K -6,270 -12%
MWC
570
MBM Wealth Consultants
Missouri
$2.94M +$74.6K +1,079 +2%
FDW
571
Fourth Dimension Wealth
Ohio
$2.93M +$3.08M +44,517 New
SFA
572
Semmax Financial Advisors
North Carolina
$2.92M -$311K -4,501 -9%
AWA
573
Alaska Wealth Advisors
Alaska
$2.92M +$151K +2,179 +5%
AF
574
Aldebaran Financial
$2.9M +$140K +2,031 +5%
RPGK
575
Retirement Planning Group (Kansas)
Kansas
$2.87M +$1.92M +27,699 +173%

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.