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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
CWA
1301
Continuum Wealth Advisors
New York
-$5.51M -79,934 Closed
CAG
1302
Curtis Advisory Group
California
-$4.65M -67,392 Closed
PFM
1303
Potomac Fund Management
Florida
-$3.8M -55,177 Closed
TSS
1304
Two Sigma Securities
New York
-$3.61M -52,368 Closed
PWM
1305
Puff Wealth Management
New Jersey
-$1.52M -22,029 Closed
JWM
1306
JPL Wealth Management
Colorado
-$1.35M -19,630 Closed
MWM
1307
Moran Wealth Management
Florida
-$930K -13,491 Closed
JSA
1308
Jacobson & Schmitt Advisors
Wisconsin
-$869K -12,608 Closed
MA
1309
MAS Advisors
Florida
-$836K -12,121 Closed
XT
1310
XTX Topco
Cayman Islands
-$823K -11,944 Closed
EP
1311
Edgestream Partners
New Jersey
-$780K -11,309 Closed
FC
1312
Financial Consulate
Maryland
-$678K -9,841 Closed
GSC
1313
G&S Capital
Colorado
-$668K -9,695 Closed
IWA
1314
Invera Wealth Advisors
Oregon
-$565K -7,870 Closed
FWM
1315
FLP Wealth Management
Arkansas
-$537K -7,788 Closed
DWAM
1316
Duncan Williams Asset Management
Tennessee
-$517K -7,498 Closed
Simplex Trading
1317
Simplex Trading
Illinois
-$508K -7,372 Closed
CF
1318
Cantor Fitzgerald
New York
-$476K -6,900 Closed
SG
1319
StoneX Group
New York
-$442K -6,416 Closed
NL
1320
NEPC LLC
Massachusetts
-$425K -6,170 Closed
SBIA
1321
Sheaff Brock Investment Advisors
Indiana
-$408K -5,920 Closed
PWM
1322
Partnership Wealth Management
Maryland
-$379K -5,500 Closed
SWM
1323
Stark Wealth Management
Pennsylvania
-$334K -4,801 Closed
GSWM
1324
Greenup Street Wealth Management
Michigan
-$330K -4,782 Closed
CWMGP
1325
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
-$327K -4,744 Closed

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.