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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
Betterment LLC
1
Betterment LLC
New York
$5.37B +$606M +9,008,640 +14%
Bank of America
2
Bank of America
North Carolina
$4.32B +$1.88B +27,889,948 +89%
LPL Financial
3
LPL Financial
California
$3.25B +$186M +2,772,079 +7%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$3.2B +$883M +13,126,149 +42%
UIM
5
USS Investment Management
United Kingdom
$3.02B +$1.37B +20,372,102 +96%
Creative Planning
6
Creative Planning
Kansas
$2.26B +$21.5M +319,951 +1%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.15B +$109M +1,624,308 +11%
Morgan Stanley
8
Morgan Stanley
New York
$999M +$168M +2,494,974 +22%
Invesco
9
Invesco
Georgia
$768M -$381M -5,665,881 -35%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$723M +$97.9M +1,456,291 +17%
NMIFOAC
11
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$693M +$39.2M +583,000 +7%
Osaic Holdings
12
Osaic Holdings
Arizona
$610M +$29.7M +441,436 +5%
ACM
13
Advance Capital Management
Michigan
$584M -$149M -2,210,193 -22%
JP Morgan Chase
14
JP Morgan Chase
New York
$583M -$41.6M -618,458 -7%
CCMG
15
Clark Capital Management Group
Pennsylvania
$551M +$15.5M +231,161 +3%
KCM
16
Kedalion Capital Management
United Kingdom
$510M +$472M +7,014,380 New
Goldman Sachs
17
Goldman Sachs
New York
$468M +$131M +1,946,207 +43%
TAL
18
TIG Advisors LLC
New York
$430M +$397M +5,910,541 New
OIA
19
OneDigital Investment Advisors
Kansas
$420M -$93.6M -1,392,020 -19%
1WM
20
1900 Wealth Management
Texas
$387M +$12.9M +192,047 +4%
Financial Engines Advisors
21
Financial Engines Advisors
California
$363M +$913K +13,580 +0.3%
Ameriprise
22
Ameriprise
Minnesota
$340M +$4.94M +73,400 +2%
GAG
23
GM Advisory Group
New York
$320M +$15M +223,111 +5%
TPCW
24
TD Private Client Wealth
New York
$313M +$19.4M +288,934 +7%
WAP
25
Wealthcare Advisory Partners
Pennsylvania
$313M +$36.1M +536,385 +14%

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.