We are live on ! Find out more
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
LSWP
201
Liberty Square Wealth Partners
Pennsylvania
$24.3M +$311K +4,492 +1%
NA
202
Nottingham Advisors
New York
$24.3M -$3.55M -51,287 -12%
Cerity Partners
203
Cerity Partners
New York
$24M +$1.81M +26,104 +8%
PBF
204
Petix & Botte Financial
California
$23.8M +$7.17M +103,644 +40%
PNC Financial Services Group
205
PNC Financial Services Group
Pennsylvania
$23.5M +$232K +3,352 +0.9%
KAM
206
Knightsbridge Asset Management
California
$23.3M -$219K -3,172 -0.9%
CWG
207
Crown Wealth Group
North Carolina
$22.9M -$3.05M -44,170 -11%
LAS
208
Lloyd Advisory Services
Georgia
$22.8M -$3.67M -53,084 -13%
WCFA
209
Walkner Condon Financial Advisors
Wisconsin
$22.7M -$4.46M -64,434 -16%
LFAS
210
Level Four Advisory Services
Texas
$22.6M +$564K +8,153 +2%
MFA
211
Mayflower Financial Advisors
Massachusetts
$22.4M +$934K +13,499 +4%
WCP
212
Welch Capital Partners
New York
$22.3M +$14.9M +216,044 +177%
FFWA
213
Forthright Family Wealth Advisory
Texas
$22.2M +$451K +6,516 +2%
FFN
214
Focus Financial Network
Minnesota
$22.2M -$746K -10,779 -3%
American Century Companies
215
American Century Companies
Missouri
$22M +$1.02M +14,700 +5%
WAOI
216
Wealth Advisors of Iowa
Iowa
$21.7M -$540K -7,813 -2%
VWM
217
Vigilare Wealth Management
Arizona
$21.6M +$22.7M +328,140 New
CW
218
CreativeOne Wealth
Kansas
$21.4M -$13.7M -198,270 -38%
IA
219
IFG Advisory
Georgia
$20.9M -$86.4K -1,249 -0.4%
SCM
220
Steele Capital Management
Iowa
$20.9M -$139K -2,005 -0.6%
KLI
221
Kelman-Lazarov Inc
Tennessee
$20.9M +$22M +317,912 New
IFG
222
Independent Financial Group
California
$20.9M +$2.42M +34,996 +12%
MWM
223
McMill Wealth Management
Nebraska
$20.8M +$1.15M +16,629 +6%
Stifel Financial
224
Stifel Financial
Missouri
$20.6M -$222K -3,210 -1%
HIP
225
HUB Investment Partners
Texas
$20.4M +$1.49M +21,611 +8%

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.