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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
CFS
151
Compass Financial Services
Iowa
$34.9M +$485K +7,013 +1%
NRI
152
NFP Retirement Inc
California
$34.9M +$4.19M +60,575 +13%
PA
153
PSI Advisors
Florida
$34.2M +$687K +9,931 +2%
CA
154
CSM Advisors
Pennsylvania
$33.7M -$867K -12,530 -2%
SA
155
Sanctuary Advisors
Indiana
$33.1M -$6.12M -88,549 -15%
FHC
156
First Heartland Consultants
Missouri
$32.9M +$628K +9,076 +2%
HBFP
157
Henderson Brothers Financial Partners
Pennsylvania
$32.8M +$28.3M +409,057 New
LSERS
158
Louisiana State Employees Retirement System
Louisiana
$32.7M +$8.16M +118,000 +31%
MW
159
Maia Wealth
Colorado
$32.7M -$2.49M -36,026 -7%
SFP
160
Strategic Financial Partners
Oregon
$32.5M -$4.23M -61,166 -11%
Fifth Third Bancorp
161
Fifth Third Bancorp
Ohio
$32.5M +$1.5M +21,617 +5%
C1AG
162
Client 1st Advisory Group
Florida
$32M +$813K +11,753 +2%
HFA
163
Highland Financial Advisors
New Jersey
$31.6M +$1.19M +17,229 +4%
MGIA
164
Moneta Group Investment Advisors
Missouri
$31.2M +$177K +2,553 +0.5%
KFP
165
KMG Fiduciary Partners
Ohio
$31.1M -$1.09M -15,762 -3%
Principal Financial Group
166
Principal Financial Group
Iowa
$30.9M +$1.16M +16,807 +4%
LFG
167
Larson Financial Group
Missouri
$30.9M +$6.87M +99,315 +27%
IWM
168
IHT Wealth Management
Illinois
$30.8M -$26.6M -384,570 -45%
RFS
169
Retirement Financial Solutions
Tennessee
$30.7M +$12.9M +185,883 +66%
Citadel Advisors
170
Citadel Advisors
Florida
$30.4M +$24.3M +351,438 +317%
LIA
171
Luken Investment Analytics
Tennessee
$30.4M +$20.8M +301,110 +187%
MFG
172
Merit Financial Group
Georgia
$30.3M -$12M -172,922 -27%
BHB
173
Bank Hapoalim BM
Israel
$30.2M +$3.67M +53,000 +13%
EH
174
Equitable Holdings
New York
$30M +$7.34M +106,145 +30%
BFG
175
Buttonwood Financial Group
Missouri
$29.9M -$3.31M -47,826 -9%

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.