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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
NAS
1101
NWF Advisory Services
California
$320K +$22.8K +339 +8%
DCM
1102
DGS Capital Management
New Jersey
$319K +$295K +4,394 New
WF
1103
Welch & Forbes
Massachusetts
$311K
OCG
1104
Opus Capital Group
Ohio
$310K
DI
1105
DAGCO Inc
Ohio
$310K -$104K -1,545 -27%
AL
1106
Aspiriant LLC
California
$309K +$7.33K +109 +3%
AF
1107
Amara Financial
California
$307K +$11.1K +165 +4%
PGF
1108
Plan Group Financial
Oklahoma
$305K -$7.67K -114 -3%
ZIM
1109
Zacks Investment Management
Illinois
$301K +$279K +4,146 New
FFW
1110
Fusion Family Wealth
New York
$301K
IC
1111
Inscription Capital
Texas
$299K +$277K +4,117 New
SW
1112
Schulz Wealth
Texas
$297K -$941 -14 -0.3%
CAC
1113
Certified Advisory Corp
Florida
$295K +$67 +1 +0%
EW
1114
Element Wealth
Mississippi
$295K +$5.31K +79 +2%
TRIA
1115
Trail Ridge Investment Advisors
Colorado
$294K -$169K -2,513 -39%
BWM
1116
BCGM Wealth Management
Indiana
$292K -$3.97K -59 -1%
ATC
1117
Argent Trust Co
Tennessee
$292K
KCP
1118
Kera Capital Partners
California
$290K
LFA
1119
LGT Financial Advisors
Texas
$290K -$13.8K -205 -5%
SEP
1120
Southland Equity Partners
Missouri
$288K -$149K -2,216 -36%
OIS
1121
Okabena Investment Services
Minnesota
$287K
HAC
1122
Harbor Advisory Corp
New Hampshire
$286K
JWA
1123
JFS Wealth Advisors
Pennsylvania
$284K -$11.2K -166 -4%
BFP
1124
Briaud Financial Planning
Texas
$283K +$263K +3,905 New
S
1125
SignatureFD
Georgia
$283K +$118K +1,754 +82%

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.