SPYM

State Street SPDR Portfolio S&P 500 ETF

1,395 hedge funds and large institutions have $61.9B 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, 673 increasing their positions, 434 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: 1,3571,395 (+38)

1.76% less ownership

Funds ownership: 71.79%70.03% (-1.8%)

39% less call options, than puts

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

Holders
1,395
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
296
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
PWA
51
Peterson Wealth Advisors
Utah
$181M
GRP
52
Global Retirement Partners
California
$179M
NA
53
NewEdge Advisors
Louisiana
$170M
UBS Group
54
UBS Group
Switzerland
$169M
Mariner
55
Mariner
Kansas
$167M
ST
56
Spinnaker Trust
Maine
$166M
LFG
57
Larson Financial Group
Missouri
$163M
MML Investors Services
58
MML Investors Services
Massachusetts
$162M
OPAM
59
Ocean Park Asset Management
California
$161M
TVAMP
60
Tennessee Valley Asset Management Partners
Tennessee
$146M
UF
61
Univest Financial
Pennsylvania
$138M
4WM
62
49 Wealth Management
Texas
$137M
GVAG
63
Great Valley Advisor Group
Delaware
$132M
SHGA
64
Sand Hill Global Advisors
California
$131M
RIS
65
Retirement Income Solutions
Michigan
$130M
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$128M
PCA
67
Prosperity Capital Advisors
Ohio
$126M
State Street
68
State Street
Massachusetts
$123M
ACM
69
AlphaStar Capital Management
North Carolina
$122M
AWM
70
AE Wealth Management
Kansas
$113M
Commonwealth Equity Services
71
Commonwealth Equity Services
Massachusetts
$113M
VC
72
Vicus Capital
Pennsylvania
$111M
AG
73
Ascent Group
Virginia
$107M
AHSSHC
74
Adventist Health System Sunbelt Healthcare Corp
Florida
$102M
ACA
75
Aptus Capital Advisors
Alabama
$99.1M