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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
LIA
626
LBMC Investment Advisors
Tennessee
$2.15M +$239K +3,460 +12%
PAW
627
Plan A Wealth
Nebraska
$2.15M -$774K -11,197 -25%
FWI
628
Facet Wealth Inc
Maryland
$2.15M +$238K +3,436 +12%
FA
629
Fermata Advisors
California
$2.15M +$553 +8 +0%
VWM
630
Vivid Wealth Management
Iowa
$2.13M +$2.24M +32,339 New
WT
631
Whittier Trust
California
$2.13M
TF
632
Trek Financial
Arizona
$2.1M +$966K +13,974 +78%
CCM
633
Condor Capital Management
New Jersey
$2.08M -$112K -1,624 -5%
AFG
634
Atomi Financial Group
New York
$2.06M +$14.7K +212 +0.7%
MPCL
635
My Personal CFO LLC
Washington
$2.04M +$13.7K +198 +0.6%
CWM
636
Connecticut Wealth Management
Connecticut
$2.01M +$2.12M +30,585 New
D
637
Dentgroup
Louisiana
$2M -$175K -2,532 -8%
BCFS
638
Butensky & Cohen Financial Security
Florida
$2M -$4.15K -60 -0.2%
IWS
639
Integrity Wealth Solutions
Colorado
$2M +$123K +1,781 +6%
FI
640
FWG Investments
Kentucky
$2M -$1.07M -15,424 -34%
EWA
641
Etesian Wealth Advisors
Oregon
$1.98M +$804K +11,623 +63%
TAM
642
Titleist Asset Management
Texas
$1.98M +$580K +8,381 +39%
SFG
643
Sterling Financial Group
California
$1.97M
VAMG
644
Voisard Asset Management Group
Michigan
$1.97M -$380K -5,489 -15%
MCM
645
MAI Capital Management
Ohio
$1.96M -$31.4K -454 -2%
TFA
646
Teamwork Financial Advisors
Texas
$1.94M -$77K -1,113 -4%
CMBA
647
C.M. Bidwell & Associates
Hawaii
$1.92M +$299K +4,329 +17%
KCPG
648
Kavar Capital Partners Group
Kansas
$1.92M +$13.1K +190 +0.7%
STAS
649
Strong Tower Advisory Services
Minnesota
$1.9M +$591K +8,538 +36%
WP
650
WealthShield Partners
North Carolina
$1.9M +$82.4K +1,191 +4%

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.