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
CB
851
Community Bank
New York
$1.04M
CWS
852
Confluence Wealth Services
Pennsylvania
$1.03M
WFA
853
Wells Financial Advisors
Massachusetts
$1.02M
Deutsche Bank
854
Deutsche Bank
Germany
$1.02M
MIAS
855
Mason Investment Advisory Services
Virginia
$1.02M
CA
856
Clearstead Advisors
Ohio
$1.01M
AWM
857
Accurate Wealth Management
Florida
$1.01M
TVM
858
True Vision MN
Minnesota
$997K
T
859
Transce3nd
Texas
$996K
CPRC
860
Consolidated Portfolio Review Corp
New York
$992K
BTWM
861
Baker Tilly Wealth Management
Wisconsin
$992K
TIAA Trust, National Association
862
TIAA Trust, National Association
North Carolina
$988K
AIA
863
AssuredPartners Investment Advisors
Florida
$988K
FL
864
FreeGulliver LLC
Louisiana
$981K
AFWM
865
AMJ Financial Wealth Management
Virginia
$980K
LWM
866
Liberty Wealth Management
California
$978K
SL
867
SFM LLC
New Hampshire
$975K
RWM
868
Rockwood Wealth Management
Pennsylvania
$971K
CWM
869
Chemistry Wealth Management
New York
$969K
JSA
870
Jacobson & Schmitt Advisors
Wisconsin
$966K
HF
871
HRT Financial
New York
$962K
CAL
872
Capital Advisors Ltd
Ohio
$952K
AWM
873
Avior Wealth Management
Nebraska
$945K
FP
874
Fiduciary Planning
Florida
$944K
SWA
875
Stratos Wealth Advisors
Ohio
$931K