SPYM

State Street SPDR Portfolio S&P 500 ETF

1,404 hedge funds and large institutions have $62B invested in State Street SPDR Portfolio S&P 500 ETF in 2025 Q3 according to their latest regulatory filings, with 132 funds opening new positions, 677 increasing their positions, 438 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:

3% more funds holding

Funds holding: 1,3601,404 (+44)

1.75% less ownership

Funds ownership: 71.83%70.09% (-1.7%)

39% less call options, than puts

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

Holders
1,404
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
299
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
SWA
826
Serenus Wealth Advisors
California
$1.17M
SFM
827
Signet Financial Management
New Jersey
$1.16M
FWM
828
Fingerlakes Wealth Management
New York
$1.15M
CWMK
829
Caliber Wealth Management (Kansas)
Kansas
$1.15M
TDC
830
Thompson Davis & Co
Virginia
$1.15M
RPCONE
831
Retirement Planning Company of New England
Rhode Island
$1.15M
WF
832
Whelan Financial
California
$1.13M
LBC
833
Leigh Baldwin & Co
New York
$1.13M
HCM
834
Hengehold Capital Management
Ohio
$1.13M
TCPG
835
Trivant Custom Portfolio Group
California
$1.11M
NF
836
Nikulski Financial
Iowa
$1.11M
LCWP
837
Legacy Capital Wealth Partners
Arkansas
$1.11M
TF
838
TLWM Financial
Texas
$1.11M
WIM
839
WealthPlan Investment Management
Nebraska
$1.09M
EFG
840
Embree Financial Group
Illinois
$1.09M
4A
841
4Wealth Advisors
Illinois
$1.09M
SFC
842
Summit Financial Consulting
Michigan
$1.09M
LWP
843
Laurel Wealth Planning
Minnesota
$1.07M
RFA
844
Resurgent Financial Advisors
Georgia
$1.06M
WFS
845
WealthGarden F.S.
California
$1.05M
NEAM
846
New England Asset Management
Connecticut
$1.04M
MWM
847
MBE Wealth Management
Wisconsin
$1.04M
CB
848
Community Bank
New York
$1.04M
CWS
849
Confluence Wealth Services
Pennsylvania
$1.03M
WFA
850
Wells Financial Advisors
Massachusetts
$1.02M