SPYM

State Street SPDR Portfolio S&P 500 ETF

1,568 hedge funds and large institutions have $68.5B invested in State Street SPDR Portfolio S&P 500 ETF in 2025 Q4 according to their latest regulatory filings, with 234 funds opening new positions, 720 increasing their positions, 459 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 → $68.5B (+$6.37B)

1.24% more ownership

Funds ownership: 70.21%71.46% (+1.2%)

50% less call options, than puts

Call options by funds: $79M | Put options by funds: $158M

Holders
1,568
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
344
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
Empower Advisory Group
451
Empower Advisory Group
Colorado
$9.21M
BPA
452
Beacon Pointe Advisors
California
$9.1M
SF
453
Summit Financial
New Jersey
$9.05M
HP
454
Holistic Planning
Texas
$9.03M
IWAO
455
Independence Wealth Advisors (Ohio)
Ohio
$8.99M
HBS
456
Howard Bailey Securities
Indiana
$8.93M
TWP
457
Triad Wealth Partners
Kansas
$8.91M
CCA
458
Cooper Capital Advisors
California
$8.9M
MFA
459
Morling Financial Advisors
California
$8.8M
AWA
460
ARQ Wealth Advisors
Arizona
$8.77M
ECM
461
Evergreen Capital Management
Washington
$8.69M
AWM
462
Adams Wealth Management
Utah
$8.52M
CI
463
CacheTech Inc
Utah
$8.52M
NFG
464
Nations Financial Group
Iowa
$8.46M
HI
465
HBK Investments
Texas
$8.45M
P
466
&Partners
Tennessee
$8.3M
BWM
467
BlackDiamond Wealth Management
New York
$8.26M
MAM
468
MMA Asset Management
Pennsylvania
$8.25M
EMAM
469
Encompass More Asset Management
California
$8.18M
CF
470
Convergence Financial
Missouri
$8.16M
RIA
471
Regal Investment Advisors
Michigan
$8.14M
MIH
472
Meitav Investment House
Israel
$8.14M
RFS
473
Richardson Financial Services
Massachusetts
$8.14M
AWM
474
Apollon Wealth Management
South Carolina
$8.12M
PA
475
Perennial Advisors
New York
$8.08M