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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
VA
151
VestGen Advisors
Illinois
$40M -$25.8M -383,772 -42%
CWM
152
Cornerstone Wealth Management
Missouri
$40M +$108K +1,600 +0.3%
OWA
153
One Wealth Advisors
California
$39.5M -$16.6M -246,117 -31%
MSWMA
154
Market Street Wealth Management Advisors
Indiana
$39.3M +$252K +3,752 +0.7%
GWM
155
Geneos Wealth Management
Colorado
$38.9M -$19.1M -283,465 -35%
LSERS
156
Louisiana State Employees Retirement System
Louisiana
$38.8M +$2.39M +35,600 +7%
KFGK
157
Keystone Financial Group (Kentucky)
Kentucky
$36.9M -$5.87M -87,235 -15%
Citadel Advisors
158
Citadel Advisors
Florida
$36.8M +$2.94M +43,748 +9%
JWM
159
Jackson Wealth Management
Florida
$36.6M +$16.2M +241,147 +92%
RFS
160
Retirement Financial Solutions
Tennessee
$36.5M +$2.39M +35,516 +8%
C1AG
161
Client 1st Advisory Group
Florida
$36.4M +$943K +14,018 +3%
HFA
162
Highland Financial Advisors
New Jersey
$35.3M +$286K +4,258 +0.9%
SFS
163
Security Financial Services
Indiana
$35M -$19.3M -286,776 -37%
KFP
164
KMG Fiduciary Partners
Ohio
$34.9M +$510K +7,577 +2%
EH
165
Equitable Holdings
New York
$34.5M +$1.23M +18,310 +4%
MGIA
166
Moneta Group Investment Advisors
Missouri
$33.9M -$475K -7,069 -1%
QFPS
167
Quantum Financial Planning Services
Washington
$33.8M +$1.37M +20,311 +5%
RWP
168
Ridgeline Wealth Planning
Ohio
$33.3M +$2.56M +38,004 +9%
CFS
169
Compass Financial Services
Iowa
$33.1M -$5.03M -74,747 -14%
MFG
170
Merit Financial Group
Georgia
$33M -$532K -7,913 -2%
SW
171
Simplicity Wealth
New Jersey
$32.6M +$20.8M +309,098 +222%
PA
172
Procyon Advisors
Connecticut
$32.3M -$126K -1,875 -0.4%
BWS
173
Broadway Wealth Solutions
Texas
$32.2M +$3.12M +46,405 +12%
FI
174
Financial Insights
Washington
$32.1M +$3.33M +49,523 +13%
DLIC
175
Daido Life Insurance Company
Japan
$32M

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.