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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
PWA
126
Physician Wealth Advisors
Utah
$43.7M -$4.21M -60,887 -8%
Thrivent Financial for Lutherans
127
Thrivent Financial for Lutherans
Minnesota
$43.7M -$644K -9,305 -1%
GIA
128
Gladstone Institutional Advisory
Florida
$43.6M +$1.58M +22,874 +4%
FEG
129
Financial Enhancement Group
Indiana
$42.8M +$145K +2,098 +0.3%
WWM
130
Western Wealth Management
Colorado
$40.1M +$4.05M +58,564 +11%
TFG
131
Tull Financial Group
Virginia
$39.7M +$28.5M +412,483 +215%
SCM
132
SOL Capital Management
Maryland
$39.6M +$4.78M +69,142 +13%
CWM
133
CCG Wealth Management
California
$39.3M -$4.14M -59,843 -9%
KFGK
134
Keystone Financial Group (Kentucky)
Kentucky
$39.1M -$1.9M -27,478 -4%
CWM
135
Cahaba Wealth Management
Georgia
$38.8M +$621K +8,984 +2%
SFA
136
Sequoia Financial Advisors
Ohio
$38.2M -$1.05M -15,158 -3%
RWA
137
Redhawk Wealth Advisors
Minnesota
$38.1M +$39M +563,824 +3,559%
PCM
138
Penserra Capital Management
California
$38M +$40M +577,646 New
FHA
139
Flagship Harbor Advisors
Massachusetts
$37.9M +$332K +4,806 +0.8%
KV
140
Kickstand Ventures
New York
$37.8M -$7.3M -105,611 -16%
WMN
141
Wealth Management Nebraska
Nebraska
$37.7M +$39.6M +572,613 New
US Bancorp
142
US Bancorp
Minnesota
$37.1M +$2.31M +33,330 +6%
WA
143
Waverly Advisors
Alabama
$36.6M +$3.1M +44,845 +9%
RAM
144
Revere Asset Management
Texas
$36.3M -$14.5M -209,642 -28%
IA
145
IFP Advisors
Florida
$36.2M +$1.54M +22,319 +4%
CWM
146
Cornerstone Wealth Management
Missouri
$36.1M +$636K +9,196 +2%
SC
147
Savant Capital
Illinois
$36M -$19.9M -287,839 -34%
CSP
148
Cary Street Partners
Virginia
$35.9M +$2.88M +41,642 +8%
SAW
149
Signal Advisors Wealth
Michigan
$35.4M +$9.6M +138,798 +35%
MSWMA
150
Market Street Wealth Management Advisors
Indiana
$35.3M -$278K -4,014 -0.7%

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.