SPYM

State Street SPDR Portfolio S&P 500 ETF

1,585 hedge funds and large institutions have $68.6B invested in State Street SPDR Portfolio S&P 500 ETF in 2025 Q4 according to their latest regulatory filings, with 245 funds opening new positions, 720 increasing their positions, 465 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 → $68.6B (+$6.45B)

1.32% more ownership

Funds ownership: 70.26%71.58% (+1.3%)

50% less call options, than puts

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

Holders
1,585
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
346
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
KWA
226
Kingswood Wealth Advisors
California
$29.1M
LFAS
227
Level Four Advisory Services
Texas
$29.1M
Bank of Montreal
228
Bank of Montreal
Ontario, Canada
$28.9M
FWP
229
Forefront Wealth Partners
Texas
$28.6M
HIP
230
HUB Investment Partners
Texas
$28.5M
NS
231
NBC Securities
Alabama
$28.5M
CIA
232
Concurrent Investment Advisors
Florida
$28.2M
KAM
233
Knightsbridge Asset Management
California
$28M
TWM
234
Thryve Wealth Management
Texas
$27.8M
RA
235
RFG Advisory
Alabama
$27.7M
NA
236
Nottingham Advisors
New York
$27.6M
HCA
237
Harbor Capital Advisors
Illinois
$27.3M
SW
238
Simplicity Wealth
New Jersey
$27.1M
FTS
239
Fifth Third Securities
Ohio
$27.1M
VCM
240
Vivaldi Capital Management
Illinois
$26.9M
AC
241
AlphaCore Capital
California
$26.9M
NG
242
Novem Group
New York
$26.9M
SWM
243
SFG Wealth Management
Maryland
$26.8M
ABTD
244
Arvest Bank Trust Division
Oklahoma
$26.8M
PIS
245
POM Investment Strategies
North Carolina
$26.7M
PNC Financial Services Group
246
PNC Financial Services Group
Pennsylvania
$26.5M
VAS
247
Vestmark Advisory Solutions
Massachusetts
$26.5M
Stifel Financial
248
Stifel Financial
Missouri
$26.4M
TWM
249
TSA Wealth Management
Texas
$26.1M
MFA
250
Mayflower Financial Advisors
Massachusetts
$26M