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
LW
1026
Libra Wealth
California
$322K
HWA
1027
Heartwood Wealth Advisors
Virginia
$321K
PG
1028
Patten Group
Tennessee
$321K
ESB
1029
Essex Savings Bank
Connecticut
$317K
AA
1030
Apriem Advisors
California
$317K
SGK
1031
Steigerwald Gordon & Koch
Virginia
$316K
RCM
1032
RB Capital Management
Nevada
$315K
MAM
1033
Milestone Asset Management
Pennsylvania
$315K
Lido Advisors
1034
Lido Advisors
California
$314K
PSFG
1035
Park Square Financial Group
Georgia
$304K
SIA
1036
Strategic Investment Advisors
Michigan
$302K
KIM
1037
Kestra Investment Management
Texas
$300K
IAIM
1038
International Assets Investment Management
Florida
$297K
PGF
1039
Plan Group Financial
Oklahoma
$284K
HFA
1040
High Falls Advisors
New York
$282K
WWM
1041
Woodside Wealth Management
Massachusetts
$282K
WF
1042
Welch & Forbes
Massachusetts
$281K
OCG
1043
Opus Capital Group
Ohio
$280K
CPWA
1044
Cerro Pacific Wealth Advisors
California
$279K
IC
1045
IEQ Capital
California
$279K
CJ
1046
Caitlin John
Michigan
$277K
TI
1047
Trexquant Investment
Connecticut
$277K
SEI Investments
1048
SEI Investments
Pennsylvania
$276K
LFA
1049
LGT Financial Advisors
Texas
$276K
HWM
1050
HB Wealth Management
Georgia
$276K