SPYM

State Street SPDR Portfolio S&P 500 ETF

1,415 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, 683 increasing their positions, 439 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: 1,3651,415 (+50)

1.82% less ownership

Funds ownership: 71.99%70.17% (-1.8%)

39% less call options, than puts

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

Holders
1,415
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
300
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
BWS
185
Broadway Wealth Solutions
Texas
$36.5M
LSWP
186
Liberty Square Wealth Partners
Pennsylvania
$36.1M
AWA
187
Arete Wealth Advisors
Illinois
$35.2M
MGIA
188
Moneta Group Investment Advisors
Missouri
$35.2M
MFG
189
Merit Financial Group
Georgia
$34.9M
RWP
190
Ridgeline Wealth Planning
Ohio
$34.7M
SA
191
Sanctuary Advisors
Indiana
$34.6M
MHWM
192
Montz Harcus Wealth Management
Louisiana
$34.3M
GT
193
Greenleaf Trust
Michigan
$33.8M
Wellington Management Group
194
Wellington Management Group
Massachusetts
$33.8M
MA
195
MONECO Advisors
Connecticut
$33.7M
RIS
196
Richmond Investment Services
Wisconsin
$32.6M
HGWM
197
Horst & Graben Wealth Management
Oregon
$32.2M
NRI
198
NFP Retirement Inc
California
$32.1M
WCFA
199
Walkner Condon Financial Advisors
Wisconsin
$32.1M
EIA
200
Eldridge Investment Advisors
New Hampshire
$31.9M