SPYM

State Street SPDR Portfolio S&P 500 ETF

1,395 hedge funds and large institutions have $61.9B invested in State Street SPDR Portfolio S&P 500 ETF in 2025 Q3 according to their latest regulatory filings, with 132 funds opening new positions, 673 increasing their positions, 434 reducing their positions, and 52 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 in top 10

Funds holding in top 10:

3% more funds holding

Funds holding: 1,3571,395 (+38)

1.76% less ownership

Funds ownership: 71.79%70.03% (-1.8%)

39% less call options, than puts

Call options by funds: $73M | Put options by funds: $119M

Holders
1,395
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
296
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$73M
Puts
$119M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
126
Modern Wealth Management
Kansas
$58.6M
NPI
127
New Perspectives Inc
Mississippi
$57.2M
PWG
128
Private Wealth Group
Florida
$57.2M
CWM
129
Cahaba Wealth Management
Georgia
$56M
HPC
130
HM Payson & Co
Maine
$54.9M
Lido Advisors
131
Lido Advisors
California
$54M
BFG
132
Buttonwood Financial Group
Missouri
$53.7M
BPWM
133
Badgley Phelps Wealth Managers
Washington
$52.7M
HI
134
Harbour Investments
Wisconsin
$52.7M
FEG
135
Financial Enhancement Group
Indiana
$52.5M
Thrivent Financial for Lutherans
136
Thrivent Financial for Lutherans
Minnesota
$52.1M
TFG
137
Tull Financial Group
Virginia
$52.1M
US Bancorp
138
US Bancorp
Minnesota
$52M
GIA
139
Gladstone Institutional Advisory
Florida
$50.3M
WA
140
WBH Advisory
Maryland
$50M
WWM
141
Western Wealth Management
Colorado
$49.3M
BCM
142
Brookstone Capital Management
Illinois
$49.3M
Allianz Asset Management
143
Allianz Asset Management
Germany
$49.2M
SCM
144
SOL Capital Management
Maryland
$48.8M
CWM
145
CCG Wealth Management
California
$48.7M
GVCM
146
Global View Capital Management
Wisconsin
$48.1M
FHA
147
Flagship Harbor Advisors
Massachusetts
$47.3M
Principal Financial Group
148
Principal Financial Group
Iowa
$47M
CCFM
149
Clear Creek Financial Management
Washington
$47M
CSP
150
Cary Street Partners
Virginia
$46.2M