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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
SWA
801
Serenus Wealth Advisors
California
$1.08M
MAFA
802
MJT & Associates Financial Advisory
Minnesota
$1.08M -$15.9K -237 -2%
SFM
803
Signet Financial Management
New Jersey
$1.07M -$5.38K -80 -0.5%
SIAS
804
Summit Investment Advisory Services
Minnesota
$1.07M +$139K +2,063 +16%
ZI
805
ZEGA Investments
Florida
$1.07M +$329K +4,893 +50%
RPCONE
806
Retirement Planning Company of New England
Rhode Island
$1.05M +$111K +1,646 +13%
CJ
807
Caitlin John
Michigan
$1.05M +$690K +10,254 +243%
WFA
808
Wells Financial Advisors
Massachusetts
$1.05M -$39K -580 -4%
EWM
809
Evolution Wealth Management
Florida
$1.04M +$959K +14,257 New
NF
810
Nikulski Financial
Iowa
$1.03M -$14.1K -210 -1%
TF
811
TLWM Financial
Texas
$1.03M -$6.05K -90 -0.6%
DAS
812
Diversify Advisory Services
Utah
$1.02M +$628K +9,341 +222%
NRG
813
Nemes Rush Group
Michigan
$1.01M +$525K +7,813 +127%
AWM
814
Avior Wealth Management
Nebraska
$1.01M -$31.9K -474 -3%
EFG
815
Embree Financial Group
Illinois
$1.01M +$3.9K +58 +0.4%
CB
816
Community Bank
New York
$995K +$4.37K +65 +0.5%
SCM
817
Sebold Capital Management
Illinois
$995K -$186K -2,769 -17%
TAP
818
Tounjian Advisory Partners
Florida
$991K -$47.1K -700 -4%
MWM
819
MBE Wealth Management
Wisconsin
$991K -$70.1K -1,042 -7%
BC
820
Brio Consultants
California
$987K +$237K +3,525 +35%
VCA
821
Verdence Capital Advisors
Maryland
$985K -$105K -1,558 -10%
MCA
822
Millennium Capital Advisors
Arkansas
$984K +$2.62K +39 +0.3%
CPA
823
Cardiff Park Advisors
California
$981K +$2.56K +38 +0.3%
Vanguard Group
824
Vanguard Group
Pennsylvania
$973K +$30.2K +449 +3%
SFGP
825
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$962K +$34.6K +515 +4%

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.