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SPYM

State Street SPDR Portfolio S&P 500 ETF

1,370 hedge funds and large institutions have $51.3B invested in State Street SPDR Portfolio S&P 500 ETF in 2025 Q2 according to their latest regulatory filings, with 147 funds opening new positions, 621 increasing their positions, 450 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

177% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 53

39% more call options, than puts

Call options by funds: $94.4M | Put options by funds: $67.9M

38% more repeat investments, than reductions

Existing positions increased: 621 | Existing positions reduced: 450

25% more capital invested

Capital invested by funds: $40.9B → $51.3B (+$10.3B)

6% more funds holding

Funds holding: 1,2901,370 (+80)

3.04% more ownership

Funds ownership: 69%72.04% (+3%)

0% less funds holding in top 10

Funds holding in top 10: 289288 (-1)

Holders
1,370
Holders Change
+80
Holders Change %
+6.2%
% of All Funds
18.04%
Holding in Top 10
288
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.35%
% of All Funds
3.79%
New
147
Increased
621
Reduced
450
Closed
53
Calls
$94.4M
Puts
$67.9M
Net Calls
+$26.5M
Net Calls Change
+$26.2M
Name Holding Trade Value Shares
Change
Change in
Stake
EAM
726
Evanson Asset Management
California
$1.68M +$272K +4,042 +21%
PFM
727
Potomac Fund Management
Florida
$1.68M +$1.54M +22,930 New
RFP
728
Root Financial Partners
California
$1.66M -$127K -1,882 -8%
CCM
729
Coldstream Capital Management
Washington
$1.65M -$147K -2,182 -9%
FF
730
Foronjy Financial
California
$1.65M +$1.52M +22,637 New
CTFG
731
Capstone Triton Financial Group
Oklahoma
$1.63M +$1.51M +22,444 New
RIA
732
Regal Investment Advisors
Michigan
$1.63M +$1.5M +22,372 New
HA
733
Hofer & Associates
California
$1.62M +$549K +8,169 +58%
SPC
734
Spirepoint Private Client
Florida
$1.61M +$18.6K +276 +1%
CAM
735
Cobblestone Asset Management
Virginia
$1.6M -$192K -2,862 -12%
WT
736
Whittier Trust
California
$1.59M -$708K -10,528 -33%
SI
737
Shaker Investments
Ohio
$1.58M +$70.9K +1,055 +5%
SPC
738
Sigma Planning Corp
Michigan
$1.58M -$47.6K -708 -3%
TPWA
739
Twin Peaks Wealth Advisors
California
$1.58M +$57.2K +851 +4%
SWM
740
Silverlake Wealth Management
Vermont
$1.56M +$1.21M +17,934 +507%
Envestnet Portfolio Solutions
741
Envestnet Portfolio Solutions
Illinois
$1.56M -$2.08M -30,941 -59%
LIA
742
LBMC Investment Advisors
Tennessee
$1.53M -$789K -11,733 -36%
RCA
743
Ranch Capital Advisors
Florida
$1.53M +$9.62K +143 +0.7%
CFG
744
Cooper Financial Group
California
$1.53M -$2.62M -38,955 -65%
MC
745
Moors & Cabot
Massachusetts
$1.5M -$57K -848 -4%
EC
746
Estate Counselors
Wisconsin
$1.49M +$634K +9,430 +85%
CWM
747
CIBC World Markets
New York
$1.49M +$4.24K +63 +0.3%
BTWM
748
Brass Tax Wealth Management
Ohio
$1.49M -$69.3K -1,030 -5%
ISFAN
749
Investor's Fiduciary Advisor Network
Washington
$1.49M -$1.51M -22,438 -52%
NG
750
Norden Group
Utah
$1.49M +$87.2K +1,297 +7%

SPYM Hedge Fund Activity: Q2 2025 in Review

1,370 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 ETF (SPYM) for Q2 2025, worth a combined $51.3B — up 25% from $40.9B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new SPYM positions and 53 closed out — a net gain of 94 holders — while 621 added to existing stakes and 450 trimmed.

The largest buyer was Bank of America, adding an estimated $1.88B. The largest seller was Allianz Asset Management, cutting an estimated $864M.

  • 1,370 institutional investors held State Street SPDR Portfolio S&P 500 ETF (SPYM) as of Q2 2025, up from 1,290 in Q1 2025.
  • Funds reported $51.3B of State Street SPDR Portfolio S&P 500 ETF stock for Q2 2025, up 25% quarter-over-quarter.
  • 147 funds opened new State Street SPDR Portfolio S&P 500 ETF positions in Q2 2025 and 53 closed out, a net change of +94 holders.
  • The largest State Street SPDR Portfolio S&P 500 ETF buyer in Q2 2025 was Bank of America, an estimated $1.88B added.
  • The largest State Street SPDR Portfolio S&P 500 ETF seller in Q2 2025 was Allianz Asset Management, an estimated $864M sold.

Based on aggregated 13F filings for Q2 2025.