We are live on ! Find out more
SPYM

State Street SPDR Portfolio S&P 500 ETF

1,370 hedge funds and large institutions have $51.3B invested in State Street SPDR Portfolio S&P 500 ETF in 2025 Q2 according to their latest regulatory filings, with 147 funds opening new positions, 621 increasing their positions, 450 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

177% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 53

39% more call options, than puts

Call options by funds: $94.4M | Put options by funds: $67.9M

38% more repeat investments, than reductions

Existing positions increased: 621 | Existing positions reduced: 450

25% more capital invested

Capital invested by funds: $40.9B → $51.3B (+$10.3B)

6% more funds holding

Funds holding: 1,2901,370 (+80)

3.04% more ownership

Funds ownership: 69%72.04% (+3%)

0% less funds holding in top 10

Funds holding in top 10: 289288 (-1)

Holders
1,370
Holders Change
+80
Holders Change %
+6.2%
% of All Funds
18.04%
Holding in Top 10
288
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.35%
% of All Funds
3.79%
New
147
Increased
621
Reduced
450
Closed
53
Calls
$94.4M
Puts
$67.9M
Net Calls
+$26.5M
Net Calls Change
+$26.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
976
Pure Financial Advisors
California
$524K +$1.55K +23 +0.3%
PFA
977
Portland Financial Advisors
New York
$523K +$34.3K +510 +8%
TPA
978
Trivium Point Advisory
Connecticut
$523K -$98.2K -1,461 -17%
JFG
979
Jefferies Financial Group
New York
$522K +$21.5K +320 +5%
FMWA
980
Forvis Mazars Wealth Advisors
Missouri
$519K
PPWM
981
PFG Private Wealth Management
Florida
$512K +$6.59K +98 +1%
IPW
982
Impact Partnership Wealth
Georgia
$512K +$249K +3,710 +111%
SAG
983
SageView Advisory Group
California
$510K -$13.2K -196 -3%
CFMC
984
Curbstone Financial Management Corp
New Hampshire
$509K
MPW
985
Magnolia Private Wealth
Pennsylvania
$508K -$46.8K -696 -9%
NCM
986
NCM Capital Management
New Jersey
$503K +$447K +6,651 New
RA
987
Riversedge Advisors
Delaware
$503K
LSA
988
Lion Street Advisors
Texas
$499K -$31.5K -469 -6%
DW30
989
Drucker Wealth 3.0
New Jersey
$497K +$64.6K +961 +17%
AI
990
Accredited Investors
Minnesota
$496K -$5.99K -89 -1%
WF
991
Wayfinding Financial
Washington
$493K +$447K +6,645 New
ACM
992
Advisors Capital Management
New Jersey
$493K -$4.5K -67 -1%
PFG
993
PAX Financial Group
Texas
$489K +$10.2K +152 +2%
TIAM2
994
Tru Independence Asset Management 2
Oregon
$478K +$221K +3,286 +100%
BOC
995
Blue Oak Capital
California
$475K -$58K -862 -12%
CFP
996
Cypress Financial Planning
New Jersey
$475K -$19.2K -285 -4%
SAM
997
Smith Asset Management
Florida
$471K +$85.1K +1,266 +24%
RZH
998
Relyea Zuckerberg Hanson
Connecticut
$471K +$1.28K +19 +0.3%
SFS
999
Summit Financial Strategies
Ohio
$470K +$1.75K +26 +0.4%
PWM
1000
Provident Wealth Management
Tennessee
$470K +$98.4K +1,463 +29%

SPYM Hedge Fund Activity: Q2 2025 in Review

1,370 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 ETF (SPYM) for Q2 2025, worth a combined $51.3B — up 25% from $40.9B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new SPYM positions and 53 closed out — a net gain of 94 holders — while 621 added to existing stakes and 450 trimmed.

The largest buyer was Bank of America, adding an estimated $1.88B. The largest seller was Allianz Asset Management, cutting an estimated $864M.

  • 1,370 institutional investors held State Street SPDR Portfolio S&P 500 ETF (SPYM) as of Q2 2025, up from 1,290 in Q1 2025.
  • Funds reported $51.3B of State Street SPDR Portfolio S&P 500 ETF stock for Q2 2025, up 25% quarter-over-quarter.
  • 147 funds opened new State Street SPDR Portfolio S&P 500 ETF positions in Q2 2025 and 53 closed out, a net change of +94 holders.
  • The largest State Street SPDR Portfolio S&P 500 ETF buyer in Q2 2025 was Bank of America, an estimated $1.88B added.
  • The largest State Street SPDR Portfolio S&P 500 ETF seller in Q2 2025 was Allianz Asset Management, an estimated $864M sold.

Based on aggregated 13F filings for Q2 2025.