SPYM

State Street SPDR Portfolio S&P 500 ETF

1,565 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, 720 increasing their positions, 458 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 → $68.4B (+$6.34B)

1.21% more ownership

Funds ownership: 70.21%71.42% (+1.2%)

50% less call options, than puts

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

Holders
1,565
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
342
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
IAA
276
Independent Advisor Alliance
North Carolina
$22.5M
CWAF
277
Core Wealth Advisors (Florida)
Florida
$22.2M
CA
278
Calton & Associates
Florida
$22.2M
KCAM
279
Kagan Cocozza Asset Management
New Jersey
$22M
RFS
280
Retirement Financial Solutions
Tennessee
$21.6M
ACS
281
Archford Capital Strategies
Illinois
$21.6M
DAS
282
Diversify Advisory Services
Utah
$21.4M
KNFPWM
283
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$21.4M
Truist Financial
284
Truist Financial
North Carolina
$21.3M
BCMIO
285
Beacon Capital Management Inc (Ohio)
Ohio
$21.2M
APWA
286
Atlas Private Wealth Advisors
New Jersey
$21.1M
WWP
287
Wise Wealth Partners
Arizona
$20.5M
LAS
288
Legacy Advisory Services
Pennsylvania
$20.4M
SB
289
Strategic Blueprint
Georgia
$20.1M
FFN
290
Focus Financial Network
Minnesota
$19.9M
US Bancorp
291
US Bancorp
Minnesota
$19.9M
EWM
292
Evermay Wealth Management
Virginia
$19.9M
IRC
293
Investors Research Corp
Georgia
$19.9M
T
294
Tableaux
Massachusetts
$19.6M
LIA
295
Luken Investment Analytics
Tennessee
$19.3M
AIC
296
Archer Investment Corporation
Indiana
$19.2M
AO
297
Advisor OS
Illinois
$19.2M
FPAS
298
Focus Partners Advisor Solutions
Missouri
$19.2M
BWAM
299
Blue Water Asset Management
Michigan
$19.1M
WCM
300
Windsor Capital Management
Arizona
$19M