SPYM

State Street SPDR Portfolio S&P 500 ETF

1,354 hedge funds and large institutions have $51.1B invested in State Street SPDR Portfolio S&P 500 ETF in 2025 Q2 according to their latest regulatory filings, with 146 funds opening new positions, 613 increasing their positions, 448 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,354
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
286
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$94.4M
Puts
$67.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIA
826
AssuredPartners Investment Advisors
Florida
$930K
AFWM
827
AMJ Financial Wealth Management
Virginia
$928K
CWMK
828
Caliber Wealth Management (Kansas)
Kansas
$927K
SL
829
SFM LLC
New Hampshire
$923K
FL
830
FreeGulliver LLC
Louisiana
$922K
RBFC
831
Roman Butler Fullerton & Co
Missouri
$919K
JSA
832
Jacobson & Schmitt Advisors
Wisconsin
$915K
TI
833
tru Independence
Oregon
$909K
FP
834
Fiduciary Planning
Florida
$904K
PTP
835
Platform Technology Partners
New York
$904K
CA
836
Clearstead Advisors
Ohio
$903K
CFG
837
Copley Financial Group
California
$901K
RWM
838
Rockwood Wealth Management
Pennsylvania
$900K
BFA
839
Blueprint Financial Advisors
North Carolina
$899K
RFA
840
Resurgent Financial Advisors
Georgia
$899K
IFPL
841
Investments & Financial Planning LLC
Kentucky
$894K
FWM
842
FSR Wealth Management
Illinois
$893K
KPWS
843
Kestra Private Wealth Services
Texas
$893K
CAL
844
Capital Advisors Ltd
Ohio
$891K
SA
845
Stewardship Advisors
Pennsylvania
$888K
SWA
846
Stratos Wealth Advisors
Ohio
$882K
LMKC
847
L.M. Kohn & Company
Ohio
$875K
DC
848
Destiny Capital
Colorado
$874K
FOA
849
Five Oceans Advisors
California
$866K
SFC
850
Summit Financial Consulting
Michigan
$866K