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
BPA
451
Beacon Pointe Advisors
California
$9.1M
SF
452
Summit Financial
New Jersey
$9.05M
HP
453
Holistic Planning
Texas
$9.03M
IWAO
454
Independence Wealth Advisors (Ohio)
Ohio
$8.99M
HBS
455
Howard Bailey Securities
Indiana
$8.93M
TWP
456
Triad Wealth Partners
Kansas
$8.91M
CCA
457
Cooper Capital Advisors
California
$8.9M
MFA
458
Morling Financial Advisors
California
$8.8M
AWA
459
ARQ Wealth Advisors
Arizona
$8.77M
ECM
460
Evergreen Capital Management
Washington
$8.69M
AWM
461
Adams Wealth Management
Utah
$8.52M
CI
462
CacheTech Inc
Utah
$8.52M
NFG
463
Nations Financial Group
Iowa
$8.46M
HI
464
HBK Investments
Texas
$8.45M
P
465
&Partners
Tennessee
$8.3M
BWM
466
BlackDiamond Wealth Management
New York
$8.26M
MAM
467
MMA Asset Management
Pennsylvania
$8.25M
EMAM
468
Encompass More Asset Management
California
$8.18M
CF
469
Convergence Financial
Missouri
$8.16M
RIA
470
Regal Investment Advisors
Michigan
$8.14M
MIH
471
Meitav Investment House
Israel
$8.14M
RFS
472
Richardson Financial Services
Massachusetts
$8.14M
AWM
473
Apollon Wealth Management
South Carolina
$8.12M
PA
474
Perennial Advisors
New York
$8.08M
VT
475
Vise Technologies
New York
$8.07M