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