SPYM

State Street SPDR Portfolio S&P 500 ETF

1,275 hedge funds and large institutions have $40.8B invested in State Street SPDR Portfolio S&P 500 ETF in 2025 Q1 according to their latest regulatory filings, with 131 funds opening new positions, 587 increasing their positions, 424 reducing their positions, and 66 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

Funds holding:

1% more funds holding in top 10

Funds holding in top 10: 283287 (+4)

0% more call options, than puts

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

0.06% less ownership

Funds ownership: 68.8%68.74% (-0.06%)

Holders
1,275
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
287
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$56.8M
Puts
$56.6M
Net Calls
Net Calls Change

Top Buyers

1 +$1.6B
2 +$1.39B
3 +$1.01B
4
Betterment LLC
Betterment LLC
New York
+$788M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$235M
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
SWP
78
Stratos Wealth Partners
Ohio
$72.3M
OFS
79
OneAscent Financial Services
Alabama
$71.6M
NEWAS
80
N.E.W. Advisory Services
Wisconsin
$69.7M
AAG
81
Armstrong Advisory Group
Massachusetts
$68.9M
Royal Bank of Canada
82
Royal Bank of Canada
Ontario, Canada
$68.8M
IF
83
Intrua Financial
Texas
$67.9M
CIAS
84
CFS Investment Advisory Services
New Jersey
$65.1M
AWE
85
Avidian Wealth Enterprises
Texas
$64.8M
CBT
86
Crews Bank & Trust
Florida
$64.7M
BFA
87
Brown Financial Advisory
Alabama
$63.4M
VPP
88
Vertex Planning Partners
Illinois
$61.4M
VA
89
VestGen Advisors
Illinois
$60.7M
ACG
90
Allen Capital Group
Nebraska
$60.5M
SGWM
91
Sterling Group Wealth Management
California
$60.4M
RIS
92
Retirement Income Solutions
Michigan
$59.4M
OBWP
93
O'Brien Wealth Partners
Massachusetts
$57.7M
IMC Chicago
94
IMC Chicago
Illinois
$57.6M
LWA
95
Lifelong Wealth Advisors
Minnesota
$57.5M
DA
96
Detalus Advisors
Missouri
$57.4M
ODG
97
O'Dell Group
Ohio
$57M
PAS
98
Park Avenue Securities
New York
$56.1M
PS
99
Principal Securities
Iowa
$55.3M
WANY
100
Wealthspire Advisors (New York)
New York
$55.1M