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SPYM

State Street SPDR Portfolio S&P 500 ETF

1,370 hedge funds and large institutions have $51.3B invested in State Street SPDR Portfolio S&P 500 ETF in 2025 Q2 according to their latest regulatory filings, with 147 funds opening new positions, 621 increasing their positions, 450 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

177% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 53

39% more call options, than puts

Call options by funds: $94.4M | Put options by funds: $67.9M

38% more repeat investments, than reductions

Existing positions increased: 621 | Existing positions reduced: 450

25% more capital invested

Capital invested by funds: $40.9B → $51.3B (+$10.3B)

6% more funds holding

Funds holding: 1,2901,370 (+80)

3.04% more ownership

Funds ownership: 69%72.04% (+3%)

0% less funds holding in top 10

Funds holding in top 10: 289288 (-1)

Holders
1,370
Holders Change
+80
Holders Change %
+6.2%
% of All Funds
18.04%
Holding in Top 10
288
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.35%
% of All Funds
3.79%
New
147
Increased
621
Reduced
450
Closed
53
Calls
$94.4M
Puts
$67.9M
Net Calls
+$26.5M
Net Calls Change
+$26.2M
Name Holding Trade Value Shares
Change
Change in
Stake
KLI
201
Kelman-Lazarov Inc
Tennessee
$26.9M +$3.5M +52,004 +16%
LSWP
202
Liberty Square Wealth Partners
Pennsylvania
$26.8M -$37.9K -564 -0.2%
FFA
203
Farther Finance Advisors
California
$26.7M +$20.1M +298,692 +431%
MWM
204
Modern Wealth Management
Kansas
$26.7M +$22.4M +332,698 +973%
LWL
205
Leo Wealth LLC
Texas
$26.6M +$24.6M +366,552 New
TPW
206
Talon Private Wealth
Florida
$26.3M -$1.44M -21,369 -6%
NA
207
Nottingham Advisors
New York
$25.8M -$936K -13,923 -4%
BCI
208
Brinker Capital Investments
Pennsylvania
$25.4M +$5.09M +75,690 +28%
WWA
209
WCG Wealth Advisors
Nevada
$25.4M +$2.66M +39,504 +13%
SA
210
Scarborough Advisors
Maryland
$25.1M -$3.79M -56,336 -14%
LFAS
211
Level Four Advisory Services
Texas
$25M +$31.5K +469 +0.1%
BFG
212
Buttonwood Financial Group
Missouri
$25M -$9.58M -142,507 -29%
Cerity Partners
213
Cerity Partners
New York
$24.7M -$1.68M -24,968 -7%
WWG
214
West Wealth Group
California
$24.6M +$1.79M +26,688 +9%
AWS
215
Atria Wealth Solutions
New York
$24.5M -$2.54M -37,786 -10%
FFWA
216
Forthright Family Wealth Advisory
Texas
$24.4M -$46.2K -687 -0.2%
HIP
217
HUB Investment Partners
Texas
$24.4M +$1.79M +26,607 +9%
TWM
218
TSA Wealth Management
Texas
$24.4M -$3.71M -55,164 -14%
LAS
219
Lloyd Advisory Services
Georgia
$24.2M -$898K -13,356 -4%
MA
220
MONECO Advisors
Connecticut
$24.1M +$3.05M +45,311 +16%
WAOI
221
Wealth Advisors of Iowa
Iowa
$23.8M -$169K -2,514 -0.8%
SCM
222
Steele Capital Management
Iowa
$23.7M +$555K +8,247 +3%
PNC Financial Services Group
223
PNC Financial Services Group
Pennsylvania
$23.7M -$2.1M -31,230 -9%
PA
224
PFG Advisors
Arizona
$23.6M +$8.33M +123,843 +62%
SC
225
Sykon Capital
New York
$23.4M +$21.6M +321,497 New

SPYM Hedge Fund Activity: Q2 2025 in Review

1,370 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 ETF (SPYM) for Q2 2025, worth a combined $51.3B — up 25% from $40.9B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new SPYM positions and 53 closed out — a net gain of 94 holders — while 621 added to existing stakes and 450 trimmed.

The largest buyer was Bank of America, adding an estimated $1.88B. The largest seller was Allianz Asset Management, cutting an estimated $864M.

  • 1,370 institutional investors held State Street SPDR Portfolio S&P 500 ETF (SPYM) as of Q2 2025, up from 1,290 in Q1 2025.
  • Funds reported $51.3B of State Street SPDR Portfolio S&P 500 ETF stock for Q2 2025, up 25% quarter-over-quarter.
  • 147 funds opened new State Street SPDR Portfolio S&P 500 ETF positions in Q2 2025 and 53 closed out, a net change of +94 holders.
  • The largest State Street SPDR Portfolio S&P 500 ETF buyer in Q2 2025 was Bank of America, an estimated $1.88B added.
  • The largest State Street SPDR Portfolio S&P 500 ETF seller in Q2 2025 was Allianz Asset Management, an estimated $864M sold.

Based on aggregated 13F filings for Q2 2025.