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SPYM

State Street SPDR Portfolio S&P 500 ETF

1,592 hedge funds and large institutions have $85.1B invested in State Street SPDR Portfolio S&P 500 ETF in 2026 Q1 according to their latest regulatory filings, with 134 funds opening new positions, 814 increasing their positions, 462 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

2.29% more ownership

Funds ownership: 71.58%73.87% (+2.3%)

0% more funds holding

Funds holding: 1,5891,592 (+3)

37% less call options, than puts

Call options by funds: $72.3M | Put options by funds: $115M

Holders
1,592
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
357
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$72.3M
Puts
$115M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
351
Kingsview Wealth Management
Oregon
$15.6M
CL
352
CVFG LLC
Indiana
$15.5M
LRWM
353
Lord & Richards Wealth Management
Colorado
$15.4M
HWM
354
Hobbs Wealth Management
Indiana
$15.3M
NC
355
NovaPoint Capital
Georgia
$15.3M
PPC
356
Park Place Capital
Alabama
$15.3M
IWN
357
Independent Wealth Network
Iowa
$15.3M
TWP
358
Triad Wealth Partners
Kansas
$15.2M
PIA
359
Perennial Investment Advisors
California
$15.2M
TIM
360
Tortoise Investment Management
New York
$15M
National Bank of Canada
361
National Bank of Canada
Quebec, Canada
$15M
DF
362
Daviman Financial
Indiana
$14.8M
RA
363
Rational Advisors
New York
$14.8M
MA
364
MKT Advisors
California
$14.7M
SW
365
SkyOak Wealth
Michigan
$14.7M
HGA
366
Hobbs Group Advisors
South Carolina
$14.5M
MPG
367
My Portfolio Guide
California
$14.5M
MFS
368
Mattson Financial Services
Michigan
$14.1M
KFSN
369
Keystone Financial Services (Nebraska)
Nebraska
$14.1M
SSWM
370
Sheets Smith Wealth Management
North Carolina
$14M
William Blair & Company
371
William Blair & Company
Illinois
$13.9M
KBFS
372
Kohmann Bosshard Financial Services
Ohio
$13.9M
WC
373
Waterloo Capital
Texas
$13.9M
JWM
374
JPL Wealth Management
Colorado
$13.9M
MA
375
Mutual Advisors
Nebraska
$13.8M