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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
VCM
176
Virtue Capital Management
Tennessee
$29.9M +$31.5M +455,060 New
HPC
177
HM Payson & Co
Maine
$29.5M +$4.11M +59,423 +15%
PA
178
Procyon Advisors
Connecticut
$29.3M +$3.2M +46,206 +12%
GAG
179
Goodman Advisory Group
Massachusetts
$29.3M -$944K -13,650 -3%
QFPS
180
Quantum Financial Planning Services
Washington
$29.2M +$1.23M +17,794 +4%
RA
181
RFG Advisory
Alabama
$29.1M +$4.37M +63,115 +17%
DLIC
182
Daido Life Insurance Company
Japan
$29M
GVCM
183
Global View Capital Management
Wisconsin
$29M +$7.56M +109,237 +33%
FF
184
Fortitude Financial
Washington
$28.7M +$15.2M +220,281 +102%
RWP
185
Ridgeline Wealth Planning
Ohio
$27.6M +$741K +10,715 +3%
EIA
186
Eldridge Investment Advisors
New Hampshire
$27.5M -$693K -10,014 -2%
WA
187
WBH Advisory
Maryland
$26.8M +$5.58M +80,712 +25%
NG
188
Novem Group
New York
$26.6M -$1.27M -18,405 -4%
MHWM
189
Montz Harcus Wealth Management
Louisiana
$26.6M +$405K +5,860 +1%
SA
190
Scarborough Advisors
Maryland
$26.5M -$1.79M -25,897 -6%
TPW
191
Talon Private Wealth
Florida
$26.2M +$23.8M +344,545 +906%
BWS
192
Broadway Wealth Solutions
Texas
$26.1M +$1.84M +26,654 +7%
FI
193
Financial Insights
Washington
$25.8M +$2.27M +32,753 +9%
TWM
194
TSA Wealth Management
Texas
$25.7M -$2.33M -33,642 -8%
T
195
Tableaux
Massachusetts
$25.5M +$937K +13,551 +4%
VAS
196
Vestmark Advisory Solutions
Massachusetts
$25.2M +$5.15M +74,419 +24%
LGW
197
Leslie Global Wealth
Illinois
$24.7M +$960K +13,884 +4%
AWS
198
Atria Wealth Solutions
New York
$24.6M -$4.07M -58,876 -14%
RIM
199
Rockbridge Investment Management
New York
$24.5M +$3.28M +47,425 +15%
IPA
200
Investment Planning Advisors
Georgia
$24.3M +$5.09M +73,610 +25%

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.