SPYM

State Street SPDR Portfolio S&P 500 ETF

1,353 hedge funds and large institutions have $51.1B invested in State Street SPDR Portfolio S&P 500 ETF in 2025 Q2 according to their latest regulatory filings, with 146 funds opening new positions, 612 increasing their positions, 448 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,353
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
286
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$94.4M
Puts
$67.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OBWP
101
O'Brien Wealth Partners
Massachusetts
$60M
AI
102
Auour Investments
Massachusetts
$59.5M
ODIJL
103
One Day In July LLC
Vermont
$58.6M
AP
104
Americana Partners
Texas
$57.7M
IA
105
Integrity Alliance
Iowa
$57.6M
WANY
106
Wealthspire Advisors (New York)
New York
$57.6M
LWA
107
Lifelong Wealth Advisors
Minnesota
$57.3M
NPI
108
New Perspectives Inc
Mississippi
$56.2M
DA
109
Detalus Advisors
Missouri
$56.1M
HPC
110
HM Payson & Co
Maine
$56M
DWM
111
Denver Wealth Management
Colorado
$56M
DAS
112
Dynamic Advisor Solutions
Arizona
$55.7M
AWE
113
Avidian Wealth Enterprises
Texas
$55.5M
SCA
114
Snowden Capital Advisors
New York
$55.2M
CIAS
115
CFS Investment Advisory Services
New Jersey
$55.1M
PWM
116
Penobscot Wealth Management
Maine
$54.7M
NSAM
117
North Star Asset Management
Wisconsin
$54.6M
LEFP
118
Leading Edge Financial Planning
Tennessee
$53.9M
ODFS
119
O'Donnell Financial Services
California
$52.8M
PWG
120
Private Wealth Group
Florida
$52M
Janus Henderson Group
121
Janus Henderson Group
United Kingdom
$51.9M
CWM
122
Cahaba Wealth Management
Georgia
$51.7M
FEG
123
Financial Enhancement Group
Indiana
$50.1M
BCM
124
Brookstone Capital Management
Illinois
$49.4M
Principal Financial Group
125
Principal Financial Group
Iowa
$49.1M