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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
Betterment LLC
1
Betterment LLC
New York
$4.27B +$829M +11,988,520 +23%
LPL Financial
2
LPL Financial
California
$2.76B +$183M +2,643,842 +7%
Bank of America
3
Bank of America
North Carolina
$2.07B +$1.68B +24,332,182 +339%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$2.03B +$1.07B +15,489,573 +99%
Creative Planning
5
Creative Planning
Kansas
$2.03B +$28.2M +407,352 +1%
UIM
6
USS Investment Management
United Kingdom
$1.39B +$1.47B +21,200,000 New
Invesco
7
Invesco
Georgia
$1.07B +$53.5M +773,953 +5%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$938M +$92.4M +1,335,809 +10%
Allianz Asset Management
9
Allianz Asset Management
Germany
$845M +$247M +3,577,176 +39%
Morgan Stanley
10
Morgan Stanley
New York
$740M +$96.8M +1,399,525 +14%
ACM
11
Advance Capital Management
Michigan
$673M -$137M -1,986,458 -16%
NMIFOAC
12
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$589M
JP Morgan Chase
13
JP Morgan Chase
New York
$568M -$54.1M -782,852 -8%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$558M +$42.4M +613,217 +8%
Osaic Holdings
15
Osaic Holdings
Arizona
$529M -$105M -1,515,079 -16%
CCMG
16
Clark Capital Management Group
Pennsylvania
$483M +$16.2M +234,302 +3%
OIA
17
OneDigital Investment Advisors
Kansas
$471M -$27.9M -403,593 -5%
1WM
18
1900 Wealth Management
Texas
$337M +$29.2M +421,721 +9%
Financial Engines Advisors
19
Financial Engines Advisors
California
$327M -$2.52M -36,483 -0.7%
Natixis Advisors
20
Natixis Advisors
Massachusetts
$327M +$124M +1,795,270 +56%
Ameriprise
21
Ameriprise
Minnesota
$302M -$6.93M -100,213 -2%
Goldman Sachs
22
Goldman Sachs
New York
$295M +$9.21M +133,141 +3%
Manulife (Manufacturers Life Insurance)
23
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$291M -$13.9M -200,564 -4%
SMM
24
Stadion Money Management
Georgia
$286M -$10.7M -154,654 -3%
PAG
25
Private Advisor Group
New Jersey
$278M +$11.3M +163,488 +4%

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.