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SPYM

State Street SPDR Portfolio S&P 500 ETF

1,290 hedge funds and large institutions have $40.9B invested in State Street SPDR Portfolio S&P 500 ETF in 2025 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 596 increasing their positions, 426 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 70

40% more repeat investments, than reductions

Existing positions increased: 596 | Existing positions reduced: 426

6% more capital invested

Capital invested by funds: $38.7B → $40.9B (+$2.26B)

3% more funds holding

Funds holding: 1,2521,290 (+38)

1% more funds holding in top 10

Funds holding in top 10: 285289 (+4)

0% more call options, than puts

Call options by funds: $56.8M | Put options by funds: $56.6M

0.05% more ownership

Funds ownership: 68.95%69% (+0.05%)

Holders
1,290
Holders Change
+38
Holders Change %
+3.04%
% of All Funds
17.29%
Holding in Top 10
289
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+1.4%
% of All Funds
3.87%
New
133
Increased
596
Reduced
426
Closed
70
Calls
$56.8M
Puts
$56.6M
Net Calls
+$278K
Net Calls Change
+$29.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CB
851
Chris Bulman
California
$719K +$138 +2 +0%
UCFA
852
United Capital Financial Advisors
Texas
$715K -$101K -1,460 -12%
HTHT
853
Hemenway Trust Hemenway Trust
New Hampshire
$712K
CB
854
Commerce Bank
Missouri
$712K +$167K +2,413 +29%
KAS
855
KPP Advisory Services
Kentucky
$709K +$746K +10,789 New
TCPG
856
Trivant Custom Portfolio Group
California
$707K -$5.88K -85 -0.8%
AMM
857
American Money Management
California
$704K -$24.6K -355 -3%
LWM
858
Liberty Wealth Management
California
$698K -$20.1K -290 -3%
FOA
859
Five Oceans Advisors
California
$697K -$97.1K -1,404 -12%
PFG
860
Pacific Financial Group
Washington
$696K -$308K -4,459 -30%
FPW
861
Flagship Private Wealth
Massachusetts
$696K -$2.7K -39 -0.4%
GAM
862
Gotham Asset Management
New York
$693K
PAS
863
PKS Advisory Services
New York
$693K +$63.9K +924 +10%
AFA
864
American Financial Advisors
Georgia
$692K +$154K +2,231 +27%
RIP
865
Reliant Investment Partners
North Carolina
$690K
CA
866
Corrado Advisors
New Jersey
$688K -$31K -448 -4%
WFC
867
Western Financial Corp
California
$686K -$56.7K -820 -7%
BFG
868
Berger Financial Group
Minnesota
$686K +$29.1K +421 +4%
CPRC
869
Consolidated Portfolio Review Corp
New York
$680K +$277K +4,002 +63%
ACM
870
Altrius Capital Management
North Carolina
$679K -$61.3K -886 -8%
STFP
871
Signal Tree Financial Partners
Ohio
$676K +$51.5K +745 +8%
TC
872
Trilogy Capital
California
$674K +$12K +174 +2%
KPWS
873
Kestra Private Wealth Services
Texas
$673K +$262K +3,781 +59%
AT
874
Arlington Trust
Alabama
$670K +$135K +1,950 +24%
RWM
875
Rockwood Wealth Management
Pennsylvania
$664K -$13.3K -193 -2%

SPYM Hedge Fund Activity: Q1 2025 in Review

1,290 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 ETF (SPYM) for Q1 2025, worth a combined $40.9B — up 5.8% from $38.7B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new SPYM positions and 70 closed out — a net gain of 63 holders — while 596 added to existing stakes and 426 trimmed.

The largest buyer was Bank of America, adding an estimated $1.68B. The largest seller was Sumitomo Life Insurance, exiting entirely with an estimated $624M sold.

  • 1,290 institutional investors held State Street SPDR Portfolio S&P 500 ETF (SPYM) as of Q1 2025, up from 1,252 in Q4 2024.
  • Funds reported $40.9B of State Street SPDR Portfolio S&P 500 ETF stock for Q1 2025, up 5.8% quarter-over-quarter.
  • 133 funds opened new State Street SPDR Portfolio S&P 500 ETF positions in Q1 2025 and 70 closed out, a net change of +63 holders.
  • The largest State Street SPDR Portfolio S&P 500 ETF buyer in Q1 2025 was Bank of America, an estimated $1.68B added.
  • The largest State Street SPDR Portfolio S&P 500 ETF seller in Q1 2025 was Sumitomo Life Insurance, an estimated $624M sold.

Based on aggregated 13F filings for Q1 2025.