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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
APTFM
76
AGUR Provident & Training Funds Management
Israel
$74.2M
IWC
77
Integrated Wealth Concepts
Massachusetts
$73.9M -$27.4M -395,514 -26%
SWP
78
Stratos Wealth Partners
Ohio
$72.3M -$742K -10,727 -1%
OFS
79
OneAscent Financial Services
Alabama
$71.6M +$969K +14,013 +1%
NEWAS
80
N.E.W. Advisory Services
Wisconsin
$69.7M +$5.53M +79,930 +8%
AAG
81
Armstrong Advisory Group
Massachusetts
$68.9M
Royal Bank of Canada
82
Royal Bank of Canada
Ontario, Canada
$68.8M -$9.8M -141,729 -12%
IF
83
Intrua Financial
Texas
$67.9M +$2.75M +39,821 +4%
CIAS
84
CFS Investment Advisory Services
New Jersey
$65.1M -$7.28M -105,286 -10%
AWE
85
Avidian Wealth Enterprises
Texas
$64.8M +$10.1M +145,555 +17%
CBT
86
Crews Bank & Trust
Florida
$64.7M +$1.01M +14,563 +2%
BFA
87
Brown Financial Advisory
Alabama
$63.4M +$3.63M +52,414 +6%
VPP
88
Vertex Planning Partners
Illinois
$61.4M +$1.35M +19,570 +2%
VA
89
VestGen Advisors
Illinois
$60.7M +$63.8M +922,932 New
ACG
90
Allen Capital Group
Nebraska
$60.5M -$693K -10,024 -1%
SGWM
91
Sterling Group Wealth Management
California
$60.4M +$1.3M +18,861 +2%
RIS
92
Retirement Income Solutions
Michigan
$59.4M +$31.4M +453,791 +101%
OBWP
93
O'Brien Wealth Partners
Massachusetts
$57.7M +$1.21M +17,461 +2%
IMC Chicago
94
IMC Chicago
Illinois
$57.6M +$60.6M +875,913 New
LWA
95
Lifelong Wealth Advisors
Minnesota
$57.5M -$426K -6,159 -0.7%
DA
96
Detalus Advisors
Missouri
$57.4M -$1.77M -25,595 -3%
ODG
97
O'Dell Group
Ohio
$57M -$146K -2,107 -0.2%
PAS
98
Park Avenue Securities
New York
$56.1M +$3.19M +46,195 +6%
PS
99
Principal Securities
Iowa
$55.3M
WANY
100
Wealthspire Advisors (New York)
New York
$55.1M -$1.77M -25,523 -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.