SPYM

State Street SPDR Portfolio S&P 500 ETF

1,568 hedge funds and large institutions have $68.5B invested in State Street SPDR Portfolio S&P 500 ETF in 2025 Q4 according to their latest regulatory filings, with 234 funds opening new positions, 720 increasing their positions, 459 reducing their positions, and 57 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 funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

10% more capital invested

Capital invested by funds: $62.1B → $68.5B (+$6.37B)

1.24% more ownership

Funds ownership: 70.21%71.46% (+1.2%)

50% less call options, than puts

Call options by funds: $79M | Put options by funds: $158M

Holders
1,568
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
344
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$79M
Puts
$158M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
226
Bank of Montreal
Ontario, Canada
$28.9M
FWP
227
Forefront Wealth Partners
Texas
$28.6M
HIP
228
HUB Investment Partners
Texas
$28.5M
NS
229
NBC Securities
Alabama
$28.5M
CIA
230
Concurrent Investment Advisors
Florida
$28.2M
TWM
231
Thryve Wealth Management
Texas
$27.8M
RA
232
RFG Advisory
Alabama
$27.7M
NA
233
Nottingham Advisors
New York
$27.6M
HCA
234
Harbor Capital Advisors
Illinois
$27.3M
SW
235
Simplicity Wealth
New Jersey
$27.1M
FTS
236
Fifth Third Securities
Ohio
$27.1M
VCM
237
Vivaldi Capital Management
Illinois
$26.9M
AC
238
AlphaCore Capital
California
$26.9M
NG
239
Novem Group
New York
$26.9M
SWM
240
SFG Wealth Management
Maryland
$26.8M
ABTD
241
Arvest Bank Trust Division
Oklahoma
$26.8M
PIS
242
POM Investment Strategies
North Carolina
$26.7M
PNC Financial Services Group
243
PNC Financial Services Group
Pennsylvania
$26.5M
VAS
244
Vestmark Advisory Solutions
Massachusetts
$26.5M
Stifel Financial
245
Stifel Financial
Missouri
$26.4M
TWM
246
TSA Wealth Management
Texas
$26.1M
MFA
247
Mayflower Financial Advisors
Massachusetts
$26M
WWG
248
West Wealth Group
California
$26M
MW
249
Maia Wealth
Colorado
$25.9M
VCP
250
Verus Capital Partners
Arizona
$25.9M