SPYM

State Street SPDR Portfolio S&P 500 ETF

1,418 hedge funds and large institutions have $62.1B invested in State Street SPDR Portfolio S&P 500 ETF in 2025 Q3 according to their latest regulatory filings, with 136 funds opening new positions, 685 increasing their positions, 440 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:

4% more funds holding

Funds holding: 1,3661,418 (+52)

1.78% less ownership

Funds ownership: 72%70.22% (-1.8%)

39% less call options, than puts

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

Holders
1,418
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
301
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
BC
176
Bricktown Capital
Michigan
$38.5M
CWG
177
Crown Wealth Group
North Carolina
$37.8M
QFPS
178
Quantum Financial Planning Services
Washington
$37.7M
PA
179
Procyon Advisors
Connecticut
$37.4M
RIM
180
Rockbridge Investment Management
New York
$37.4M
SFS
181
Security Financial Services
Indiana
$37.2M
PBF
182
Petix & Botte Financial
California
$37.1M
CFS
183
Compass Financial Services
Iowa
$37.1M
T
184
Tableaux
Massachusetts
$36.7M
FI
185
Financial Insights
Washington
$36.5M
BWS
186
Broadway Wealth Solutions
Texas
$36.5M
LSWP
187
Liberty Square Wealth Partners
Pennsylvania
$36.1M
AWA
188
Arete Wealth Advisors
Illinois
$35.2M
MGIA
189
Moneta Group Investment Advisors
Missouri
$35.2M
MFG
190
Merit Financial Group
Georgia
$34.9M
RWP
191
Ridgeline Wealth Planning
Ohio
$34.7M
SA
192
Sanctuary Advisors
Indiana
$34.6M
MHWM
193
Montz Harcus Wealth Management
Louisiana
$34.3M
GT
194
Greenleaf Trust
Michigan
$33.8M
Wellington Management Group
195
Wellington Management Group
Massachusetts
$33.8M
MA
196
MONECO Advisors
Connecticut
$33.7M
RIS
197
Richmond Investment Services
Wisconsin
$32.6M
HGWM
198
Horst & Graben Wealth Management
Oregon
$32.2M
NRI
199
NFP Retirement Inc
California
$32.1M
WCFA
200
Walkner Condon Financial Advisors
Wisconsin
$32.1M