SPYM

State Street SPDR Portfolio S&P 500 ETF

1,396 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, 674 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: 1,3571,396 (+39)

1.75% less ownership

Funds ownership: 71.79%70.04% (-1.8%)

39% less call options, than puts

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

Holders
1,396
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
297
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
CWG
176
Crown Wealth Group
North Carolina
$37.8M
QFPS
177
Quantum Financial Planning Services
Washington
$37.7M
PA
178
Procyon Advisors
Connecticut
$37.4M
RIM
179
Rockbridge Investment Management
New York
$37.4M
SFS
180
Security Financial Services
Indiana
$37.2M
PBF
181
Petix & Botte Financial
California
$37.1M
CFS
182
Compass Financial Services
Iowa
$37.1M
T
183
Tableaux
Massachusetts
$36.7M
BWS
184
Broadway Wealth Solutions
Texas
$36.5M
LSWP
185
Liberty Square Wealth Partners
Pennsylvania
$36.1M
AWA
186
Arete Wealth Advisors
Illinois
$35.2M
MGIA
187
Moneta Group Investment Advisors
Missouri
$35.2M
MFG
188
Merit Financial Group
Georgia
$34.9M
RWP
189
Ridgeline Wealth Planning
Ohio
$34.7M
MHWM
190
Montz Harcus Wealth Management
Louisiana
$34.3M
GT
191
Greenleaf Trust
Michigan
$33.8M
Wellington Management Group
192
Wellington Management Group
Massachusetts
$33.8M
MA
193
MONECO Advisors
Connecticut
$33.7M
RIS
194
Richmond Investment Services
Wisconsin
$32.6M
HGWM
195
Horst & Graben Wealth Management
Oregon
$32.2M
WCFA
196
Walkner Condon Financial Advisors
Wisconsin
$32.1M
EIA
197
Eldridge Investment Advisors
New Hampshire
$31.9M
PWA
198
Physician Wealth Advisors
Utah
$31.6M
American Century Companies
199
American Century Companies
Missouri
$31.3M
CIC
200
Carnegie Investment Counsel
Ohio
$31.2M