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
EGA
501
E&G Advisors
Texas
$7.18M
SFP
502
Shepherd Financial Partners
Massachusetts
$7.07M
LOWM
503
Laurel Oak Wealth Management
New Jersey
$7.04M
FWP
504
Firethorn Wealth Partners
Georgia
$6.94M
TIP
505
Tandem Investment Partners
New Jersey
$6.89M
TFM
506
Trademark Financial Management
Minnesota
$6.87M
CFS
507
Commonwealth Financial Services
West Virginia
$6.78M
CWM
508
Copia Wealth Management
Oregon
$6.72M
OSAM
509
O'Shaughnessy Asset Management
Connecticut
$6.69M
JFA
510
JNBA Financial Advisors
Minnesota
$6.67M
FGG
511
Financial Guidance Group
Florida
$6.64M
PCIA
512
Prime Capital Investment Advisors
Kansas
$6.61M
MAM
513
Madison Asset Management
Wisconsin
$6.52M
CWA
514
Clearview Wealth Advisors
Oregon
$6.5M
AWM
515
Axxcess Wealth Management
California
$6.48M
BNP Paribas Financial Markets
516
BNP Paribas Financial Markets
France
$6.44M
SWMG
517
Sanchez Wealth Management Group
Florida
$6.35M
BF
518
Brogan Financial
Tennessee
$6.33M
CA
519
Continuum Advisory
Idaho
$6.32M
CWM
520
Compass Wealth Management
Connecticut
$6.29M
TCG
521
Transcendent Capital Group
Oklahoma
$6.25M
HWM
522
Horizon Wealth Management
Illinois
$6.22M
NWMG
523
National Wealth Management Group
Ohio
$6.19M
CAG
524
Carroll Advisory Group
Texas
$6.15M
CCM
525
Ciovacco Capital Management
Georgia
$6.07M