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SPYM

State Street SPDR Portfolio S&P 500 ETF

1,290 hedge funds and large institutions have $40.9B invested in State Street SPDR Portfolio S&P 500 ETF in 2025 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 596 increasing their positions, 426 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 70

40% more repeat investments, than reductions

Existing positions increased: 596 | Existing positions reduced: 426

6% more capital invested

Capital invested by funds: $38.7B → $40.9B (+$2.26B)

3% more funds holding

Funds holding: 1,2521,290 (+38)

1% more funds holding in top 10

Funds holding in top 10: 285289 (+4)

0% more call options, than puts

Call options by funds: $56.8M | Put options by funds: $56.6M

0.05% more ownership

Funds ownership: 68.95%69% (+0.05%)

Holders
1,290
Holders Change
+38
Holders Change %
+3.04%
% of All Funds
17.29%
Holding in Top 10
289
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+1.4%
% of All Funds
3.87%
New
133
Increased
596
Reduced
426
Closed
70
Calls
$56.8M
Puts
$56.6M
Net Calls
+$278K
Net Calls Change
+$29.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CCFM
101
Clear Creek Financial Management
Washington
$54.9M +$15.8M +229,101 +38%
GWM
102
Geneos Wealth Management
Colorado
$53.9M +$36M +520,903 +175%
AI
103
Auour Investments
Massachusetts
$53.8M +$2.57M +37,191 +5%
PWH
104
Priebe Wealth Holdings
Minnesota
$53.5M +$6.27M +90,674 +13%
NPI
105
New Perspectives Inc
Mississippi
$53.1M -$4.11M -59,472 -7%
IWP
106
IAG Wealth Partners
Wisconsin
$52.1M +$2.51M +36,238 +5%
OWA
107
One Wealth Advisors
California
$51.9M -$4.73M -68,422 -8%
SFS
108
Security Financial Services
Indiana
$50.5M -$8.75M -126,443 -14%
SCA
109
Snowden Capital Advisors
New York
$49.8M +$179K +2,594 +0.3%
AP
110
Americana Partners
Texas
$49.7M -$3.99M -57,739 -7%
NSAM
111
North Star Asset Management
Wisconsin
$49.6M +$2.25M +32,471 +5%
ES
112
Eagle Strategies
New York
$49.3M +$2.1M +30,356 +4%
DWM
113
Denver Wealth Management
Colorado
$48.9M +$384K +5,556 +0.8%
HWM
114
Horizon Wealth Management
Illinois
$48.8M -$21.5M -311,371 -30%
DAS
115
Dynamic Advisor Solutions
Arizona
$48.8M +$51.3M +742,383 New
HGWM
116
Horst & Graben Wealth Management
Oregon
$48.6M -$4.13M -59,663 -7%
ODFS
117
O'Donnell Financial Services
California
$47M -$414K -5,983 -0.8%
Janus Henderson Group
118
Janus Henderson Group
United Kingdom
$46.7M
LEFP
119
Leading Edge Financial Planning
Tennessee
$46.2M +$2.3M +33,238 +5%
PWM
120
Penobscot Wealth Management
Maine
$45.6M +$4.97M +71,860 +12%
BCM
121
Brookstone Capital Management
Illinois
$45.5M -$1.67M -24,122 -3%
ODIJL
122
One Day In July LLC
Vermont
$45.1M +$7.7M +111,282 +19%
HI
123
Harbour Investments
Wisconsin
$44.8M -$5.33M -77,032 -10%
PWG
124
Private Wealth Group
Florida
$44.6M -$3.81M -55,035 -8%
BPWM
125
Badgley Phelps Wealth Managers
Washington
$44.1M -$23.3M -337,160 -33%

SPYM Hedge Fund Activity: Q1 2025 in Review

1,290 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 ETF (SPYM) for Q1 2025, worth a combined $40.9B — up 5.8% from $38.7B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new SPYM positions and 70 closed out — a net gain of 63 holders — while 596 added to existing stakes and 426 trimmed.

The largest buyer was Bank of America, adding an estimated $1.68B. The largest seller was Sumitomo Life Insurance, exiting entirely with an estimated $624M sold.

  • 1,290 institutional investors held State Street SPDR Portfolio S&P 500 ETF (SPYM) as of Q1 2025, up from 1,252 in Q4 2024.
  • Funds reported $40.9B of State Street SPDR Portfolio S&P 500 ETF stock for Q1 2025, up 5.8% quarter-over-quarter.
  • 133 funds opened new State Street SPDR Portfolio S&P 500 ETF positions in Q1 2025 and 70 closed out, a net change of +63 holders.
  • The largest State Street SPDR Portfolio S&P 500 ETF buyer in Q1 2025 was Bank of America, an estimated $1.68B added.
  • The largest State Street SPDR Portfolio S&P 500 ETF seller in Q1 2025 was Sumitomo Life Insurance, an estimated $624M sold.

Based on aggregated 13F filings for Q1 2025.