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
SF
451
Summit Financial
New Jersey
$9.05M
HP
452
Holistic Planning
Texas
$9.03M
IWAO
453
Independence Wealth Advisors (Ohio)
Ohio
$8.99M
HBS
454
Howard Bailey Securities
Indiana
$8.93M
TWP
455
Triad Wealth Partners
Kansas
$8.91M
CCA
456
Cooper Capital Advisors
California
$8.9M
MFA
457
Morling Financial Advisors
California
$8.8M
AWA
458
ARQ Wealth Advisors
Arizona
$8.77M
ECM
459
Evergreen Capital Management
Washington
$8.69M
AWM
460
Adams Wealth Management
Utah
$8.52M
CI
461
CacheTech Inc
Utah
$8.52M
NFG
462
Nations Financial Group
Iowa
$8.46M
HI
463
HBK Investments
Texas
$8.45M
P
464
&Partners
Tennessee
$8.3M
BWM
465
BlackDiamond Wealth Management
New York
$8.26M
MAM
466
MMA Asset Management
Pennsylvania
$8.25M
EMAM
467
Encompass More Asset Management
California
$8.18M
CF
468
Convergence Financial
Missouri
$8.16M
RIA
469
Regal Investment Advisors
Michigan
$8.14M
MIH
470
Meitav Investment House
Israel
$8.14M
RFS
471
Richardson Financial Services
Massachusetts
$8.14M
AWM
472
Apollon Wealth Management
South Carolina
$8.12M
PA
473
Perennial Advisors
New York
$8.08M
VT
474
Vise Technologies
New York
$8.07M
TWM
475
Trinity Wealth Management
Pennsylvania
$8.04M