SPYM

State Street SPDR Portfolio S&P 500 ETF

1,404 hedge funds and large institutions have $62B invested in State Street SPDR Portfolio S&P 500 ETF in 2025 Q3 according to their latest regulatory filings, with 132 funds opening new positions, 677 increasing their positions, 438 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:

3% more funds holding

Funds holding: 1,3601,404 (+44)

1.75% less ownership

Funds ownership: 71.83%70.09% (-1.7%)

39% less call options, than puts

Call options by funds: $73M | Put options by funds: $119M

Holders
1,404
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
299
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
AI
1001
Accredited Investors
Minnesota
$535K
PWM
1002
Provident Wealth Management
Tennessee
$529K
KIM
1003
Kestra Investment Management
Texas
$525K
B
1004
Bailard
California
$521K
DW30
1005
Drucker Wealth 3.0
New Jersey
$520K
M&T Bank
1006
M&T Bank
New York
$519K
ACM
1007
Advisors Capital Management
New Jersey
$519K
MWA
1008
Monograph Wealth Advisors
California
$512K
PFG
1009
PAX Financial Group
Texas
$510K
RZH
1010
Relyea Zuckerberg Hanson
Connecticut
$509K
VBA
1011
von Borstel & Associates
Oregon
$509K
PFS
1012
Prospera Financial Services
Texas
$507K
WF
1013
Wayfinding Financial
Washington
$507K
BRWA
1014
B. Riley Wealth Advisors
Florida
$504K
SEP
1015
Southland Equity Partners
Missouri
$503K
CCB
1016
Country Club Bank
Missouri
$501K
NAG
1017
Northstar Advisory Group
New Jersey
$497K
MAMG
1018
Milestone Asset Management Group
Connecticut
$497K
MWM
1019
MY Wealth Management
Maryland
$494K
DWP
1020
Destiny Wealth Partners
Florida
$485K
Legacy Financial Group (Iowa)
1021
Legacy Financial Group (Iowa)
Iowa
$484K
NG
1022
Northstar Group
New York
$484K
ZIM
1023
Zacks Investment Management
Illinois
$483K
MFWP
1024
Mosaic Family Wealth Partners
Missouri
$483K
OWM
1025
Orgel Wealth Management
Wisconsin
$482K