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
CA
301
Capital Advantage
California
$18.7M
CFG
302
Capital Financial Group
Colorado
$18.5M
BAM
303
Belpointe Asset Management
Nevada
$18.4M
MWM
304
Maripau Wealth Management
Indiana
$18.2M
BCA
305
Bay Capital Advisors
Virginia
$18.2M
CAS
306
Coppell Advisory Solutions
Texas
$18.1M
AAS
307
Asset Allocation Strategies
Michigan
$18M
LSL
308
Legacy Solutions LLC
Pennsylvania
$17.9M
CAG
309
Curtis Advisory Group
California
$17.9M
FF
310
Fortitude Financial
Washington
$17.9M
AF
311
Advisornet Financial
Minnesota
$17.8M
IMC Chicago
312
IMC Chicago
Illinois
$17.7M
GWP
313
Gen-Wealth Partners
Michigan
$17.6M
AA
314
Advisory Alpha
Michigan
$17.5M
VBFP
315
Valtinson Bruner Financial Planning
Minnesota
$17.5M
SRSA
316
S.R. Schill & Associates
Washington
$17.4M
AL
317
ARWA LLC
Texas
$17.4M
Fidelity Investments
318
Fidelity Investments
Massachusetts
$17.3M
RC
319
RBF Capital
California
$17.2M
CA
320
CoreCap Advisors
Michigan
$17.1M
FFWA
321
Forthright Family Wealth Advisory
Texas
$16.8M
MWA
322
Merkkuri Wealth Advisors
New York
$16.5M
BFA
323
Brown Financial Advisors
Ohio
$16.4M
SWM
324
Selective Wealth Management
Virginia
$16.3M
CPIG
325
Chicago Partners Investment Group
Illinois
$16.2M