SPYM

State Street SPDR Portfolio S&P 500 ETF

1,418 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, 685 increasing their positions, 440 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: 1,3661,418 (+52)

1.78% less ownership

Funds ownership: 72%70.22% (-1.8%)

39% less call options, than puts

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

Holders
1,418
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
301
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
KWS
826
Keystone Wealth Services
California
$1.18M
ZI
827
ZEGA Investments
Florida
$1.17M
FMN
828
Financial Management Network
California
$1.17M
SWA
829
Serenus Wealth Advisors
California
$1.17M
SFM
830
Signet Financial Management
New Jersey
$1.16M
FWM
831
Fingerlakes Wealth Management
New York
$1.15M
CWMK
832
Caliber Wealth Management (Kansas)
Kansas
$1.15M
TDC
833
Thompson Davis & Co
Virginia
$1.15M
RPCONE
834
Retirement Planning Company of New England
Rhode Island
$1.15M
WF
835
Whelan Financial
California
$1.13M
LBC
836
Leigh Baldwin & Co
New York
$1.13M
HCM
837
Hengehold Capital Management
Ohio
$1.13M
TCPG
838
Trivant Custom Portfolio Group
California
$1.11M
NF
839
Nikulski Financial
Iowa
$1.11M
LCWP
840
Legacy Capital Wealth Partners
Arkansas
$1.11M
TF
841
TLWM Financial
Texas
$1.11M
WIM
842
WealthPlan Investment Management
Nebraska
$1.09M
EFG
843
Embree Financial Group
Illinois
$1.09M
4A
844
4Wealth Advisors
Illinois
$1.09M
SFC
845
Summit Financial Consulting
Michigan
$1.09M
LWP
846
Laurel Wealth Planning
Minnesota
$1.07M
RFA
847
Resurgent Financial Advisors
Georgia
$1.06M
WFS
848
WealthGarden F.S.
California
$1.05M
NEAM
849
New England Asset Management
Connecticut
$1.04M
MWM
850
MBE Wealth Management
Wisconsin
$1.04M