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
SA
426
Strategic Advisors
New York
$9.9M
FZCM
427
Flynn Zito Capital Management
New York
$9.85M
TPBG
428
Turning Point Benefit Group
Maryland
$9.79M
OC
429
Optima Capital
Oregon
$9.78M
JF
430
Jump Financial
Illinois
$9.76M
MFWP
431
Mosaic Family Wealth Partners
Missouri
$9.74M
BWFA
432
Baltimore-Washington Financial Advisors
Maryland
$9.66M
ULWM
433
Upper Left Wealth Management
Florida
$9.66M
EWA
434
EP Wealth Advisors
California
$9.66M
CWA
435
Clarus Wealth Advisors
Arizona
$9.63M
GWANC
436
Guardian Wealth Advisors (North Carolina)
North Carolina
$9.63M
AA
437
Alesco Advisors
New York
$9.58M
CRFG
438
Columbia River Financial Group
Washington
$9.57M
AF
439
Apollon Financial
South Carolina
$9.57M
WCM
440
Wealthcare Capital Management
Virginia
$9.54M
TVWM
441
Tower View Wealth Management
Wisconsin
$9.53M
BOC
442
Bull Oak Capital
California
$9.49M
AWMNH
443
Arcadia Wealth Management (New Hampshire)
New Hampshire
$9.41M
CAM
444
Cobblestone Asset Management
Virginia
$9.38M
GSWM
445
Golden State Wealth Management
California
$9.35M
WAM
446
Worth Asset Management
Texas
$9.28M
TFA
447
Transamerica Financial Advisors
Florida
$9.28M
TWM
448
Tradition Wealth Management
Minnesota
$9.26M
Empower Advisory Group
449
Empower Advisory Group
Colorado
$9.21M
BPA
450
Beacon Pointe Advisors
California
$9.1M