SPYM

State Street SPDR Portfolio S&P 500 ETF

1,415 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, 683 increasing their positions, 439 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: 1,3651,415 (+50)

1.82% less ownership

Funds ownership: 71.99%70.17% (-1.8%)

39% less call options, than puts

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

Holders
1,415
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
300
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
FWI
651
Facet Wealth Inc
Maryland
$2.44M
BCFS
652
Butensky & Cohen Financial Security
Florida
$2.43M
TCM
653
Triumph Capital Management
Colorado
$2.41M
IWS
654
Integrity Wealth Solutions
Colorado
$2.38M
PPWM
655
PFG Private Wealth Management
Florida
$2.38M
KCFA
656
Key Client Fiduciary Advisors
New Jersey
$2.37M
PFA
657
Pinnacle Family Advisors
Missouri
$2.36M
FW
658
FullCircle Wealth
Texas
$2.35M
SFG
659
Sterling Financial Group
California
$2.35M
SWM
660
Silverlake Wealth Management
Vermont
$2.35M
SFC
661
Strategic Financial Concepts
Texas
$2.35M
HA
662
Hofer & Associates
California
$2.35M
SWM
663
Schwallier Wealth Management
Michigan
$2.34M
GLR
664
Great Lakes Retirement
Ohio
$2.31M
OE
665
October Effect
Virginia
$2.3M
KCPG
666
Kavar Capital Partners Group
Kansas
$2.3M
DKCM
667
Davidson Kempner Capital Management
New York
$2.28M
NFP
668
Narus Financial Partners
Utah
$2.28M
NW
669
NewEdge Wealth
Pennsylvania
$2.27M
RIA
670
Realta Investment Advisors
Delaware
$2.26M
SW
671
SMART Wealth
Nebraska
$2.25M
VCA
672
Verdence Capital Advisors
Maryland
$2.24M
WP
673
WealthShield Partners
North Carolina
$2.24M
HSG
674
Helen Stephens Group
Texas
$2.23M
Geode Capital Management
675
Geode Capital Management
Massachusetts
$2.23M