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
CCFM
101
Clear Creek Financial Management
Washington
$54.9M
GWM
102
Geneos Wealth Management
Colorado
$53.9M
AI
103
Auour Investments
Massachusetts
$53.8M
PWH
104
Priebe Wealth Holdings
Minnesota
$53.5M
NPI
105
New Perspectives Inc
Mississippi
$53.1M
IWP
106
IAG Wealth Partners
Wisconsin
$52.1M
OWA
107
One Wealth Advisors
California
$51.9M
SFS
108
Security Financial Services
Indiana
$50.5M
SCA
109
Snowden Capital Advisors
New York
$49.8M
AP
110
Americana Partners
Texas
$49.7M
NSAM
111
North Star Asset Management
Wisconsin
$49.6M
ES
112
Eagle Strategies
New York
$49.3M
DWM
113
Denver Wealth Management
Colorado
$48.9M
HWM
114
Horizon Wealth Management
Illinois
$48.8M
DAS
115
Dynamic Advisor Solutions
Arizona
$48.8M
HGWM
116
Horst & Graben Wealth Management
Oregon
$48.6M
ODFS
117
O'Donnell Financial Services
California
$47M
Janus Henderson Group
118
Janus Henderson Group
United Kingdom
$46.7M
LEFP
119
Leading Edge Financial Planning
Tennessee
$46.2M
PWM
120
Penobscot Wealth Management
Maine
$45.6M
BCM
121
Brookstone Capital Management
Illinois
$45.5M
ODIJL
122
One Day In July LLC
Vermont
$45.1M
HI
123
Harbour Investments
Wisconsin
$44.8M
PWG
124
Private Wealth Group
Florida
$44.6M
BPWM
125
Badgley Phelps Wealth Managers
Washington
$44.1M