SPYM

State Street SPDR Portfolio S&P 500 ETF

1,404 hedge funds and large institutions have $62B invested in State Street SPDR Portfolio S&P 500 ETF in 2025 Q3 according to their latest regulatory filings, with 132 funds opening new positions, 677 increasing their positions, 438 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:

3% more funds holding

Funds holding: 1,3601,404 (+44)

1.75% less ownership

Funds ownership: 71.83%70.09% (-1.7%)

39% less call options, than puts

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

Holders
1,404
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
299
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
TCM
651
Triumph Capital Management
Colorado
$2.41M
IWS
652
Integrity Wealth Solutions
Colorado
$2.38M
PPWM
653
PFG Private Wealth Management
Florida
$2.38M
KCFA
654
Key Client Fiduciary Advisors
New Jersey
$2.37M
PFA
655
Pinnacle Family Advisors
Missouri
$2.36M
FW
656
FullCircle Wealth
Texas
$2.35M
SFG
657
Sterling Financial Group
California
$2.35M
SWM
658
Silverlake Wealth Management
Vermont
$2.35M
SFC
659
Strategic Financial Concepts
Texas
$2.35M
HA
660
Hofer & Associates
California
$2.35M
SWM
661
Schwallier Wealth Management
Michigan
$2.34M
GLR
662
Great Lakes Retirement
Ohio
$2.31M
OE
663
October Effect
Virginia
$2.3M
KCPG
664
Kavar Capital Partners Group
Kansas
$2.3M
DKCM
665
Davidson Kempner Capital Management
New York
$2.28M
NW
666
NewEdge Wealth
Pennsylvania
$2.27M
RIA
667
Realta Investment Advisors
Delaware
$2.26M
SW
668
SMART Wealth
Nebraska
$2.25M
VCA
669
Verdence Capital Advisors
Maryland
$2.24M
WP
670
WealthShield Partners
North Carolina
$2.24M
HSG
671
Helen Stephens Group
Texas
$2.23M
Geode Capital Management
672
Geode Capital Management
Massachusetts
$2.23M
TFA
673
Teamwork Financial Advisors
Texas
$2.15M
FAP
674
Financial Advisory Partners
Florida
$2.14M
PFS
675
Prospect Financial Services
New York
$2.14M