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
BBPWM
426
Blue Bell Private Wealth Management
Pennsylvania
$9.96M
SA
427
Strategic Advisors
New York
$9.9M
FZCM
428
Flynn Zito Capital Management
New York
$9.85M
TPBG
429
Turning Point Benefit Group
Maryland
$9.79M
OC
430
Optima Capital
Oregon
$9.78M
JF
431
Jump Financial
Illinois
$9.76M
MFWP
432
Mosaic Family Wealth Partners
Missouri
$9.74M
BWFA
433
Baltimore-Washington Financial Advisors
Maryland
$9.66M
ULWM
434
Upper Left Wealth Management
Florida
$9.66M
EWA
435
EP Wealth Advisors
California
$9.66M
CWA
436
Clarus Wealth Advisors
Arizona
$9.63M
GWANC
437
Guardian Wealth Advisors (North Carolina)
North Carolina
$9.63M
AA
438
Alesco Advisors
New York
$9.58M
CRFG
439
Columbia River Financial Group
Washington
$9.57M
AF
440
Apollon Financial
South Carolina
$9.57M
WCM
441
Wealthcare Capital Management
Virginia
$9.54M
TVWM
442
Tower View Wealth Management
Wisconsin
$9.53M
BOC
443
Bull Oak Capital
California
$9.49M
AWMNH
444
Arcadia Wealth Management (New Hampshire)
New Hampshire
$9.41M
CAM
445
Cobblestone Asset Management
Virginia
$9.38M
GSWM
446
Golden State Wealth Management
California
$9.35M
WAM
447
Worth Asset Management
Texas
$9.28M
TFA
448
Transamerica Financial Advisors
Florida
$9.28M
TWM
449
Tradition Wealth Management
Minnesota
$9.26M
Empower Advisory Group
450
Empower Advisory Group
Colorado
$9.21M