SPYM

State Street SPDR Portfolio S&P 500 ETF

1,561 hedge funds and large institutions have $68.4B invested in State Street SPDR Portfolio S&P 500 ETF in 2025 Q4 according to their latest regulatory filings, with 232 funds opening new positions, 718 increasing their positions, 457 reducing their positions, and 56 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 → $68.4B (+$6.33B)

1.2% more ownership

Funds ownership: 70.17%71.37% (+1.2%)

50% less call options, than puts

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

Holders
1,561
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
341
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
CWAF
276
Core Wealth Advisors (Florida)
Florida
$22.2M
CA
277
Calton & Associates
Florida
$22.2M
KCAM
278
Kagan Cocozza Asset Management
New Jersey
$22M
RFS
279
Retirement Financial Solutions
Tennessee
$21.6M
ACS
280
Archford Capital Strategies
Illinois
$21.6M
DAS
281
Diversify Advisory Services
Utah
$21.4M
KNFPWM
282
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$21.4M
Truist Financial
283
Truist Financial
North Carolina
$21.3M
BCMIO
284
Beacon Capital Management Inc (Ohio)
Ohio
$21.2M
APWA
285
Atlas Private Wealth Advisors
New Jersey
$21.1M
WWP
286
Wise Wealth Partners
Arizona
$20.5M
LAS
287
Legacy Advisory Services
Pennsylvania
$20.4M
SB
288
Strategic Blueprint
Georgia
$20.1M
FFN
289
Focus Financial Network
Minnesota
$19.9M
US Bancorp
290
US Bancorp
Minnesota
$19.9M
EWM
291
Evermay Wealth Management
Virginia
$19.9M
IRC
292
Investors Research Corp
Georgia
$19.9M
T
293
Tableaux
Massachusetts
$19.6M
LIA
294
Luken Investment Analytics
Tennessee
$19.3M
AIC
295
Archer Investment Corporation
Indiana
$19.2M
AO
296
Advisor OS
Illinois
$19.2M
FPAS
297
Focus Partners Advisor Solutions
Missouri
$19.2M
BWAM
298
Blue Water Asset Management
Michigan
$19.1M
WCM
299
Windsor Capital Management
Arizona
$19M
CA
300
Capital Advantage
California
$18.7M