SPYM

State Street SPDR Portfolio S&P 500 ETF

1,415 hedge funds and large institutions have $62.1B invested in State Street SPDR Portfolio S&P 500 ETF in 2025 Q3 according to their latest regulatory filings, with 136 funds opening new positions, 683 increasing their positions, 439 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:

4% more funds holding

Funds holding: 1,3651,415 (+50)

1.82% less ownership

Funds ownership: 71.99%70.17% (-1.8%)

39% less call options, than puts

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

Holders
1,415
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
300
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
FMN
826
Financial Management Network
California
$1.17M
SWA
827
Serenus Wealth Advisors
California
$1.17M
SFM
828
Signet Financial Management
New Jersey
$1.16M
FWM
829
Fingerlakes Wealth Management
New York
$1.15M
CWMK
830
Caliber Wealth Management (Kansas)
Kansas
$1.15M
TDC
831
Thompson Davis & Co
Virginia
$1.15M
RPCONE
832
Retirement Planning Company of New England
Rhode Island
$1.15M
WF
833
Whelan Financial
California
$1.13M
LBC
834
Leigh Baldwin & Co
New York
$1.13M
HCM
835
Hengehold Capital Management
Ohio
$1.13M
TCPG
836
Trivant Custom Portfolio Group
California
$1.11M
NF
837
Nikulski Financial
Iowa
$1.11M
LCWP
838
Legacy Capital Wealth Partners
Arkansas
$1.11M
TF
839
TLWM Financial
Texas
$1.11M
WIM
840
WealthPlan Investment Management
Nebraska
$1.09M
EFG
841
Embree Financial Group
Illinois
$1.09M
4A
842
4Wealth Advisors
Illinois
$1.09M
SFC
843
Summit Financial Consulting
Michigan
$1.09M
LWP
844
Laurel Wealth Planning
Minnesota
$1.07M
RFA
845
Resurgent Financial Advisors
Georgia
$1.06M
WFS
846
WealthGarden F.S.
California
$1.05M
NEAM
847
New England Asset Management
Connecticut
$1.04M
MWM
848
MBE Wealth Management
Wisconsin
$1.04M
CB
849
Community Bank
New York
$1.04M
CWS
850
Confluence Wealth Services
Pennsylvania
$1.03M