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SPYM

State Street SPDR Portfolio S&P 500 ETF

1,370 hedge funds and large institutions have $51.3B invested in State Street SPDR Portfolio S&P 500 ETF in 2025 Q2 according to their latest regulatory filings, with 147 funds opening new positions, 621 increasing their positions, 450 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

177% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 53

39% more call options, than puts

Call options by funds: $94.4M | Put options by funds: $67.9M

38% more repeat investments, than reductions

Existing positions increased: 621 | Existing positions reduced: 450

25% more capital invested

Capital invested by funds: $40.9B → $51.3B (+$10.3B)

6% more funds holding

Funds holding: 1,2901,370 (+80)

3.04% more ownership

Funds ownership: 69%72.04% (+3%)

0% less funds holding in top 10

Funds holding in top 10: 289288 (-1)

Holders
1,370
Holders Change
+80
Holders Change %
+6.2%
% of All Funds
18.04%
Holding in Top 10
288
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.35%
% of All Funds
3.79%
New
147
Increased
621
Reduced
450
Closed
53
Calls
$94.4M
Puts
$67.9M
Net Calls
+$26.5M
Net Calls Change
+$26.2M
Name Holding Trade Value Shares
Change
Change in
Stake
TF
626
Trek Financial
Arizona
$2.5M +$167K +2,479 +8%
EWA
627
EP Wealth Advisors
California
$2.48M +$1.36M +20,264 +146%
AAG
628
Armstrong Advisory Group
Massachusetts
$2.47M -$64.9M -964,838 -97%
AAS
629
Annex Advisory Services
Wisconsin
$2.46M -$78.7K -1,170 -3%
EPM
630
Elm Partners Management
Pennsylvania
$2.45M -$6.39M -95,035 -74%
Renaissance Technologies
631
Renaissance Technologies
New York
$2.44M +$2.26M +33,628 New
PGWM
632
Pitti Group Wealth Management
New York
$2.44M +$38.1K +567 +2%
GLR
633
Great Lakes Retirement
Ohio
$2.44M -$956K -14,223 -30%
VWM
634
Vivid Wealth Management
Iowa
$2.41M +$54.6K +812 +3%
FIM
635
Freedom Investment Management
Connecticut
$2.41M -$68.5K -1,019 -3%
AAS
636
Ameritas Advisory Services
Nebraska
$2.36M -$430K -6,391 -16%
AWM
637
Axxcess Wealth Management
California
$2.36M +$799K +11,884 +58%
IWS
638
Integrity Wealth Solutions
Colorado
$2.34M +$116K +1,730 +6%
BCFS
639
Butensky & Cohen Financial Security
Florida
$2.29M +$73K +1,086 +4%
VCP
640
Verus Capital Partners
Arizona
$2.29M +$1.63M +24,195 +332%
BTD
641
BankPlus Trust Department
Mississippi
$2.28M +$2.11M +31,350 New
PFA
642
Pinnacle Family Advisors
Missouri
$2.28M -$602K -8,959 -22%
OCM
643
One Capital Management
California
$2.26M -$5.17M -76,919 -71%
MPCL
644
My Personal CFO LLC
Washington
$2.25M
SWM
645
SK Wealth Management
Rhode Island
$2.25M +$303K +4,508 +17%
CCM
646
Condor Capital Management
New Jersey
$2.24M -$52K -773 -2%
YIA
647
YHB Investment Advisors
Connecticut
$2.23M -$504K -7,491 -20%
BWG
648
Beta Wealth Group
California
$2.21M -$6.97M -103,718 -77%
CPL
649
CAP Partners LLC
Tennessee
$2.2M -$1.74M -25,813 -46%
RIA
650
Realta Investment Advisors
Delaware
$2.2M +$362K +5,385 +22%

SPYM Hedge Fund Activity: Q2 2025 in Review

1,370 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 ETF (SPYM) for Q2 2025, worth a combined $51.3B — up 25% from $40.9B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new SPYM positions and 53 closed out — a net gain of 94 holders — while 621 added to existing stakes and 450 trimmed.

The largest buyer was Bank of America, adding an estimated $1.88B. The largest seller was Allianz Asset Management, cutting an estimated $864M.

  • 1,370 institutional investors held State Street SPDR Portfolio S&P 500 ETF (SPYM) as of Q2 2025, up from 1,290 in Q1 2025.
  • Funds reported $51.3B of State Street SPDR Portfolio S&P 500 ETF stock for Q2 2025, up 25% quarter-over-quarter.
  • 147 funds opened new State Street SPDR Portfolio S&P 500 ETF positions in Q2 2025 and 53 closed out, a net change of +94 holders.
  • The largest State Street SPDR Portfolio S&P 500 ETF buyer in Q2 2025 was Bank of America, an estimated $1.88B added.
  • The largest State Street SPDR Portfolio S&P 500 ETF seller in Q2 2025 was Allianz Asset Management, an estimated $864M sold.

Based on aggregated 13F filings for Q2 2025.