We are live on ! Find out more
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
MG
576
McHugh Group
Ohio
$2.82M +$273K +3,946 +10%
ISFAN
577
Investor's Fiduciary Advisor Network
Washington
$2.82M -$128K -1,857 -4%
SF
578
Slagle Financial
Illinois
$2.82M +$470K +6,792 +19%
RFN
579
RDA Financial Network
Iowa
$2.75M -$397K -5,738 -12%
AAS
580
Asset Allocation Strategies
Michigan
$2.74M +$276K +3,988 +11%
IFPG
581
Intrepid Financial Planning Group
Indiana
$2.73M +$4.98K +72 +0.2%
NA
582
Novus Advisors
South Carolina
$2.73M +$9.34K +135 +0.3%
GT
583
Greenleaf Trust
Michigan
$2.72M
OSNBOA
584
Old Second National Bank of Aurora
Illinois
$2.72M +$745K +10,773 +35%
First Trust Advisors
585
First Trust Advisors
Illinois
$2.71M -$180K -2,604 -6%
PPW
586
Pasadena Private Wealth
California
$2.7M +$2.84M +41,064 New
DWM
587
Dakota Wealth Management
Florida
$2.69M +$311K +4,497 +12%
FGG
588
Financial Guidance Group
Florida
$2.68M +$570K +8,238 +25%
HGA
589
Hobbs Group Advisors
South Carolina
$2.65M -$7.19M -103,950 -72%
PFA
590
Pinnacle Family Advisors
Missouri
$2.65M -$139K -2,014 -5%
UWM
591
USAdvisors Wealth Management
Minnesota
$2.64M -$1.47M -21,199 -35%
USCWA
592
U.S. Capital Wealth Advisors
Texas
$2.64M -$78.4K -1,133 -3%
AAS
593
Ameritas Advisory Services
Nebraska
$2.63M -$2.8M -40,486 -51%
JF
594
JSF Financial
California
$2.63M -$376K -5,432 -12%
SIM
595
Stratos Investment Management
Ohio
$2.63M +$182K +2,634 +7%
RWB
596
RMR Wealth Builders
New Jersey
$2.61M -$15.5K -224 -0.6%
SPWM
597
Schrum Private Wealth Management
Florida
$2.54M +$92.3K +1,334 +4%
AIS
598
American Investment Services
Massachusetts
$2.52M -$99.5K -1,439 -4%
YIA
599
YHB Investment Advisors
Connecticut
$2.51M +$773K +11,172 +41%
PTC
600
Private Trust Company
Ohio
$2.5M +$256K +3,701 +11%

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.