SPYM

State Street SPDR Portfolio S&P 500 ETF

1,574 hedge funds and large institutions have $84.8B invested in State Street SPDR Portfolio S&P 500 ETF in 2026 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 803 increasing their positions, 458 reducing their positions, and 97 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:

2.07% more ownership

Funds ownership: 71.58%73.65% (+2.1%)

1% less funds holding

Funds holding: 1,5841,574 (-10)

37% less call options, than puts

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

Holders
1,574
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
355
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
CF
401
Convergence Financial
Missouri
$11.7M
SAI
402
Savvy Advisors Inc
New York
$11.7M
HP
403
Holistic Planning
Texas
$11.6M
AIM
404
Advyzon Investment Management
Illinois
$11.6M
DC
405
Davenport & Co
Virginia
$11.6M
AWMNH
406
Arcadia Wealth Management (New Hampshire)
New Hampshire
$11.6M
WCP
407
Wealthcare Capital Partners
Pennsylvania
$11.5M
RW
408
Ridgeline Wealth
Arizona
$11.5M
BSG
409
Black Swift Group
Colorado
$11.4M
RFW
410
Rainier Family Wealth
Washington
$11.3M
AWM
411
Apollon Wealth Management
South Carolina
$11.2M
Pathstone Holdings
412
Pathstone Holdings
New Jersey
$11.2M
CIC
413
Cutler Investment Counsel
Oregon
$11.2M
Renaissance Technologies
414
Renaissance Technologies
New York
$11.1M
TWM
415
Tradition Wealth Management
Minnesota
$11M
IAS
416
Integrity Advisory Solutions
Texas
$10.9M
JCFM
417
JBR Co Financial Management
Oklahoma
$10.9M
ODA
418
One Degree Advisors
California
$10.8M
GCM
419
Gambit Capital Management
Tennessee
$10.8M
JFA
420
JNBA Financial Advisors
Minnesota
$10.7M
BBPWM
421
Blue Bell Private Wealth Management
Pennsylvania
$10.7M
SF
422
Summit Financial
New Jersey
$10.7M
CRW
423
Clarity Retirement & Wealth
Massachusetts
$10.6M
SWTS
424
Stonehaven Wealth & Tax Solutions
Wisconsin
$10.5M
AA
425
Alesco Advisors
New York
$10.5M