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
CPIG
326
Chicago Partners Investment Group
Illinois
$16.2M
NIA
327
NBZ Investment Advisors
Tennessee
$16.2M
RW
328
Ridgeline Wealth
Arizona
$16.2M
CFG
329
Citizens Financial Group
Rhode Island
$16.1M
KWM
330
Kingsview Wealth Management
Oregon
$16M
MFS
331
Mattson Financial Services
Michigan
$16M
AI
332
Atria Investments
North Carolina
$15.9M
NC
333
NovaPoint Capital
Georgia
$15.9M
Renaissance Technologies
334
Renaissance Technologies
New York
$15.9M
CAPTRUST Financial Advisors
335
CAPTRUST Financial Advisors
North Carolina
$15.9M
BEI
336
Benjamin Edwards Inc
Missouri
$15.8M
CWG
337
Cornerstone Wealth Group
North Carolina
$15.6M
WC
338
Waterloo Capital
Texas
$15.6M
MA
339
Mutual Advisors
Nebraska
$15.6M
LRWM
340
Lord & Richards Wealth Management
Colorado
$15.5M
RA
341
Rational Advisors
New York
$15.5M
AWA
342
Arkadios Wealth Advisors
Georgia
$15.4M
SW
343
SkyOak Wealth
Michigan
$15.2M
HGA
344
Hobbs Group Advisors
South Carolina
$15.1M
QPWM
345
Quadrant Private Wealth Management
Pennsylvania
$15.1M
MWM
346
Meridian Wealth Management
Kentucky
$15M
FFA
347
Fragasso Financial Advisors
Pennsylvania
$14.9M
CA
348
CSM Advisors
Pennsylvania
$14.8M
KBFS
349
Kohmann Bosshard Financial Services
Ohio
$14.8M
SFS
350
Sowell Financial Services
Arkansas
$14.8M