SPYM

State Street SPDR Portfolio S&P 500 ETF

1,275 hedge funds and large institutions have $40.8B invested in State Street SPDR Portfolio S&P 500 ETF in 2025 Q1 according to their latest regulatory filings, with 131 funds opening new positions, 587 increasing their positions, 424 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1% more funds holding in top 10

Funds holding in top 10: 283287 (+4)

0% more call options, than puts

Call options by funds: $56.8M | Put options by funds: $56.6M

0.06% less ownership

Funds ownership: 68.8%68.74% (-0.06%)

Holders
1,275
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
287
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$56.8M
Puts
$56.6M
Net Calls
Net Calls Change

Top Buyers

1 +$1.6B
2 +$1.39B
3 +$1.01B
4
Betterment LLC
Betterment LLC
New York
+$788M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$235M
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
601
Arkadios Wealth Advisors
Georgia
$2.41M
AWM
602
Arista Wealth Management
Nevada
$2.4M
Focus Partners Wealth
603
Focus Partners Wealth
Massachusetts
$2.4M
TFM
604
Trademark Financial Management
Minnesota
$2.39M
IPWA
605
International Private Wealth Advisors
California
$2.38M
WFAG
606
Worth Financial Advisory Group
North Carolina
$2.37M
WCA
607
Westover Capital Advisors
Delaware
$2.35M
NL
608
NWAM LLC
Washington
$2.34M
AAS
609
Annex Advisory Services
Wisconsin
$2.31M
GC
610
Gilbert & Cook
Iowa
$2.3M
EMAM
611
Encompass More Asset Management
California
$2.25M
MWM
612
Modern Wealth Management
Kansas
$2.25M
FIM
613
Freedom Investment Management
Connecticut
$2.25M
SDWMA
614
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.24M
LA
615
LexAurum Advisors
Kansas
$2.23M
Qube Research & Technologies (QRT)
616
Qube Research & Technologies (QRT)
United Kingdom
$2.23M
MWA
617
MN Wealth Advisors
Kansas
$2.22M
JFA
618
JNBA Financial Advisors
Minnesota
$2.19M
CIA
619
Cape Investment Advisory
Georgia
$2.18M
PGWM
620
Pitti Group Wealth Management
New York
$2.17M
LIA
621
LBMC Investment Advisors
Tennessee
$2.15M
FWI
622
Facet Wealth Inc
Maryland
$2.15M
FA
623
Fermata Advisors
California
$2.15M
VWM
624
Vivid Wealth Management
Iowa
$2.13M
WT
625
Whittier Trust
California
$2.13M