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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
VPP
101
Vertex Planning Partners
Illinois
$61.7M -$5.7M -84,833 -9%
OBWP
102
O'Brien Wealth Partners
Massachusetts
$60M -$3.49M -51,847 -6%
AI
103
Auour Investments
Massachusetts
$59.5M -$448K -6,663 -0.8%
ODIJL
104
One Day In July LLC
Vermont
$58.6M +$8.02M +119,199 +17%
AP
105
Americana Partners
Texas
$57.7M +$2.55M +37,966 +5%
IA
106
Integrity Alliance
Iowa
$57.6M -$37M -549,822 -41%
WANY
107
Wealthspire Advisors (New York)
New York
$57.6M -$3.06M -45,573 -5%
LWA
108
Lifelong Wealth Advisors
Minnesota
$57.3M -$5.83M -86,629 -10%
NPI
109
New Perspectives Inc
Mississippi
$56.2M -$2.28M -33,911 -4%
DA
110
Detalus Advisors
Missouri
$56.1M -$6.71M -99,833 -11%
HPC
111
HM Payson & Co
Maine
$56M +$21.7M +322,088 +72%
DWM
112
Denver Wealth Management
Colorado
$56M +$1.78M +26,502 +4%
DAS
113
Dynamic Advisor Solutions
Arizona
$55.7M +$1.58M +23,538 +3%
AWE
114
Avidian Wealth Enterprises
Texas
$55.5M -$15M -222,505 -23%
SCA
115
Snowden Capital Advisors
New York
$55.2M +$117K +1,743 +0.2%
CIAS
116
CFS Investment Advisory Services
New Jersey
$55.1M -$15.6M -231,658 -23%
PWM
117
Penobscot Wealth Management
Maine
$54.7M +$3.98M +59,216 +9%
NSAM
118
North Star Asset Management
Wisconsin
$54.6M -$161K -2,397 -0.3%
LEFP
119
Leading Edge Financial Planning
Tennessee
$53.9M +$2.58M +38,315 +5%
ODFS
120
O'Donnell Financial Services
California
$52.8M +$778K +11,576 +2%
PWG
121
Private Wealth Group
Florida
$52M +$2.49M +36,988 +5%
Janus Henderson Group
122
Janus Henderson Group
United Kingdom
$51.9M
CWM
123
Cahaba Wealth Management
Georgia
$51.7M +$8.09M +120,321 +20%
FEG
124
Financial Enhancement Group
Indiana
$50.1M -$522K -7,757 -1%
BCM
125
Brookstone Capital Management
Illinois
$49.4M -$794K -11,801 -2%

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.