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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
Citigroup
926
Citigroup
New York
$515K -$72.6K -1,049 -12%
EFA
927
Evernest Financial Advisors
Indiana
$515K -$24.2K -350 -4%
TIAA Trust, National Association
928
TIAA Trust, National Association
North Carolina
$515K -$14.3K -207 -3%
ADL
929
Asset Dedication LLC
California
$513K -$210K -3,035 -28%
AA
930
AJ Advisors
Tennessee
$509K +$16K +231 +3%
MA
931
MJP Associates
Connecticut
$505K +$1.25K +18 +0.2%
MPW
932
Magnolia Private Wealth
Pennsylvania
$505K +$102K +1,482 +24%
RCM
933
Raleigh Capital Management
North Carolina
$501K -$20.1K -290 -4%
OWA
934
Outlook Wealth Advisors
Texas
$496K +$2.01K +29 +0.4%
TWA
935
Talisman Wealth Advisors
New Jersey
$496K +$84.4K +1,220 +19%
CFP
936
Catalyst Financial Partners
Massachusetts
$491K -$80.6K -1,165 -13%
OFG
937
Opulen Financial Group
Virginia
$490K +$1.73K +25 +0.3%
CIBC World Market
938
CIBC World Market
Ontario, Canada
$487K +$264K +3,811 +106%
BOC
939
Blue Oak Capital
California
$487K -$343K -4,953 -40%
4A
940
4Wealth Advisors
Illinois
$483K -$90.1K -1,303 -15%
LSA
941
Lion Street Advisors
Texas
$483K +$127K +1,833 +33%
MIS
942
Morningstar Investment Services
Illinois
$482K -$74.1K -1,072 -13%
LC
943
Lavaca Capital
Texas
$480K -$16.3K -235 -3%
VCP
944
Verus Capital Partners
Arizona
$479K +$503K +7,279 New
PFA
945
Pure Financial Advisors
California
$472K +$37.3K +539 +8%
FMWA
946
Forvis Mazars Wealth Advisors
Missouri
$470K +$35.9K +519 +8%
M1FG
947
Mach-1 Financial Group
Arkansas
$469K +$493K +7,135 New
3AM
948
3EDGE Asset Management
Florida
$465K +$46.9K +678 +11%
CFMC
949
Curbstone Financial Management Corp
New Hampshire
$460K +$484K +7,000 New
SAG
950
SageView Advisory Group
California
$460K +$13.9K +201 +3%

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.