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
UAS
351
United Asset Strategies
New York
$14.6M
MCC
352
Money Concepts Capital
Florida
$14.6M
HWM
353
Hobbs Wealth Management
Indiana
$14.5M
AF
354
Abound Financial
California
$14.5M
KFSN
355
Keystone Financial Services (Nebraska)
Nebraska
$14.4M
National Bank of Canada
356
National Bank of Canada
Quebec, Canada
$14.4M
SSWM
357
Sheets Smith Wealth Management
North Carolina
$14.3M
CAG
358
Crestwood Advisors Group
Massachusetts
$14.3M
VA
359
Valmark Advisers
Ohio
$14.1M
LCC
360
Lincoln Capital Corp
Rhode Island
$14.1M
T
361
Tidemark
California
$14M
FIA
362
Foundations Investment Advisors
Arizona
$14M
ASN
363
Advisory Services Network
Georgia
$14M
WC
364
Westwind Capital
New Mexico
$14M
PWA
365
PCG Wealth Advisors
Kansas
$14M
LWMM
366
Legacy Wealth Management (Mississippi)
Mississippi
$13.9M
William Blair & Company
367
William Blair & Company
Illinois
$13.9M
O3W
368
Omni 360 Wealth
New Jersey
$13.9M
VA
369
VestGen Advisors
Illinois
$13.7M
RFW
370
Rainier Family Wealth
Washington
$13.7M
WCM
371
WealthTrak Capital Management
Virginia
$13.6M
FI
372
Fosun International
China
$13.6M
TCM
373
Towercrest Capital Management
Pennsylvania
$13.6M
TIM
374
Tortoise Investment Management
New York
$13.4M
FF
375
Financial Futures
New Jersey
$13.3M