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
HWM
351
Hobbs Wealth Management
Indiana
$14.5M
AF
352
Abound Financial
California
$14.5M
KFSN
353
Keystone Financial Services (Nebraska)
Nebraska
$14.4M
National Bank of Canada
354
National Bank of Canada
Quebec, Canada
$14.4M
SSWM
355
Sheets Smith Wealth Management
North Carolina
$14.3M
CAG
356
Crestwood Advisors Group
Massachusetts
$14.3M
VA
357
Valmark Advisers
Ohio
$14.1M
LCC
358
Lincoln Capital Corp
Rhode Island
$14.1M
T
359
Tidemark
California
$14M
FIA
360
Foundations Investment Advisors
Arizona
$14M
ASN
361
Advisory Services Network
Georgia
$14M
WC
362
Westwind Capital
New Mexico
$14M
PWA
363
PCG Wealth Advisors
Kansas
$14M
LWMM
364
Legacy Wealth Management (Mississippi)
Mississippi
$13.9M
William Blair & Company
365
William Blair & Company
Illinois
$13.9M
O3W
366
Omni 360 Wealth
New Jersey
$13.9M
VA
367
VestGen Advisors
Illinois
$13.7M
RFW
368
Rainier Family Wealth
Washington
$13.7M
WCM
369
WealthTrak Capital Management
Virginia
$13.6M
FI
370
Fosun International
China
$13.6M
TCM
371
Towercrest Capital Management
Pennsylvania
$13.6M
TIM
372
Tortoise Investment Management
New York
$13.4M
FF
373
Financial Futures
New Jersey
$13.3M
MA
374
MKT Advisors
California
$13.3M
PWPS
375
Pinnacle Wealth Planning Services
Ohio
$13.3M