SPYM

State Street SPDR Portfolio S&P 500 ETF

1,275 hedge funds and large institutions have $40.8B invested in State Street SPDR Portfolio S&P 500 ETF in 2025 Q1 according to their latest regulatory filings, with 131 funds opening new positions, 587 increasing their positions, 424 reducing their positions, and 66 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

Funds holding:

1% more funds holding in top 10

Funds holding in top 10: 283287 (+4)

0% more call options, than puts

Call options by funds: $56.8M | Put options by funds: $56.6M

0.06% less ownership

Funds ownership: 68.8%68.74% (-0.06%)

Holders
1,275
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
287
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$56.8M
Puts
$56.6M
Net Calls
Net Calls Change

Top Buyers

1 +$1.6B
2 +$1.39B
3 +$1.01B
4
Betterment LLC
Betterment LLC
New York
+$788M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$235M
Name Holding Trade Value Shares
Change
Change in
Stake
RFA
701
Resurgent Financial Advisors
Georgia
$1.52M
NIWA
702
New Insight Wealth Advisors
California
$1.51M
BWMG
703
Barnes Wealth Management Group
California
$1.5M
MGP
704
Metis Global Partners
California
$1.5M
SPC
705
Sigma Planning Corp
Michigan
$1.48M
MIFH
706
Migdal Insurance & Financial Holdings
Israel
$1.48M
SAI
707
Savvy Advisors Inc
New York
$1.47M
MHC
708
May Hill Capital
Massachusetts
$1.47M
CAG
709
Crestwood Advisors Group
Massachusetts
$1.45M
SPC
710
Spirepoint Private Client
Florida
$1.44M
NS
711
NBC Securities
Alabama
$1.44M
LCWP
712
Legacy Capital Wealth Partners
Arkansas
$1.43M
FEM
713
Fulcrum Equity Management
Texas
$1.43M
GS
714
GTS Securities
New York
$1.42M
HKIMG
715
Hutchens & Kramer Investment Management Group
Indiana
$1.42M
BTWM
716
Brass Tax Wealth Management
Ohio
$1.41M
MC
717
Moors & Cabot
Massachusetts
$1.41M
RWPA
718
Richard W. Paul & Associates
Michigan
$1.39M
RCA
719
Ranch Capital Advisors
Florida
$1.37M
SI
720
Shaker Investments
Ohio
$1.36M
CWMK
721
Caliber Wealth Management (Kansas)
Kansas
$1.36M
AWM
722
Axxcess Wealth Management
California
$1.35M
WPW
723
Watershed Private Wealth
Illinois
$1.35M
GA
724
GoalVest Advisory
New York
$1.34M
CWM
725
CIBC World Markets
New York
$1.34M