SPYM

State Street SPDR Portfolio S&P 500 ETF

1,418 hedge funds and large institutions have $62.1B invested in State Street SPDR Portfolio S&P 500 ETF in 2025 Q3 according to their latest regulatory filings, with 136 funds opening new positions, 685 increasing their positions, 440 reducing their positions, and 52 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 in top 10

Funds holding in top 10:

4% more funds holding

Funds holding: 1,3661,418 (+52)

1.78% less ownership

Funds ownership: 72%70.22% (-1.8%)

39% less call options, than puts

Call options by funds: $73M | Put options by funds: $119M

Holders
1,418
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
301
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$73M
Puts
$119M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
YIA
626
YHB Investment Advisors
Connecticut
$2.94M
LA
627
LexAurum Advisors
Kansas
$2.9M
AIS
628
American Investment Services
Massachusetts
$2.9M
NIWA
629
New Insight Wealth Advisors
California
$2.89M
AWA
630
Arkadios Wealth Advisors
Georgia
$2.88M
AWM
631
Arista Wealth Management
Nevada
$2.86M
VCP
632
Verus Capital Partners
Arizona
$2.86M
EWM
633
Evolution Wealth Management
Florida
$2.86M
OPWM
634
Oregon Pacific Wealth Management
Oregon
$2.82M
SIM
635
Stratos Investment Management
Ohio
$2.81M
WFAG
636
Worth Financial Advisory Group
North Carolina
$2.79M
AFA
637
American Financial Advisors
Georgia
$2.78M
SDWMA
638
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.73M
WCA
639
Westover Capital Advisors
Delaware
$2.71M
AFG
640
Atomi Financial Group
New York
$2.71M
VWM
641
Vivid Wealth Management
Iowa
$2.63M
PGWM
642
Pitti Group Wealth Management
New York
$2.59M
NAS
643
Nicolet Advisory Services
Wisconsin
$2.58M
SAM
644
Synergy Asset Management
Washington
$2.54M
KWA
645
Kingswood Wealth Advisors
California
$2.54M
SC
646
Shuttleworth & Co
Ohio
$2.54M
PTC
647
Private Trust Company
Ohio
$2.5M
CPL
648
CAP Partners LLC
Tennessee
$2.47M
MGP
649
Metis Global Partners
California
$2.46M
ES
650
ETF Store
Kansas
$2.46M