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
WCM
301
Windsor Capital Management
Arizona
$19M
CA
302
Capital Advantage
California
$18.7M
CFG
303
Capital Financial Group
Colorado
$18.5M
BAM
304
Belpointe Asset Management
Nevada
$18.4M
MWM
305
Maripau Wealth Management
Indiana
$18.2M
BCA
306
Bay Capital Advisors
Virginia
$18.2M
CAS
307
Coppell Advisory Solutions
Texas
$18.1M
AAS
308
Asset Allocation Strategies
Michigan
$18M
LSL
309
Legacy Solutions LLC
Pennsylvania
$17.9M
CAG
310
Curtis Advisory Group
California
$17.9M
FF
311
Fortitude Financial
Washington
$17.9M
AF
312
Advisornet Financial
Minnesota
$17.8M
IMC Chicago
313
IMC Chicago
Illinois
$17.7M
GWP
314
Gen-Wealth Partners
Michigan
$17.6M
AA
315
Advisory Alpha
Michigan
$17.5M
VBFP
316
Valtinson Bruner Financial Planning
Minnesota
$17.5M
SRSA
317
S.R. Schill & Associates
Washington
$17.4M
AL
318
ARWA LLC
Texas
$17.4M
Fidelity Investments
319
Fidelity Investments
Massachusetts
$17.3M
RC
320
RBF Capital
California
$17.2M
CA
321
CoreCap Advisors
Michigan
$17.1M
FFWA
322
Forthright Family Wealth Advisory
Texas
$16.8M
MWA
323
Merkkuri Wealth Advisors
New York
$16.5M
BFA
324
Brown Financial Advisors
Ohio
$16.4M
SWM
325
Selective Wealth Management
Virginia
$16.3M