SPYM

State Street SPDR Portfolio S&P 500 ETF

1,574 hedge funds and large institutions have $84.8B invested in State Street SPDR Portfolio S&P 500 ETF in 2026 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 803 increasing their positions, 458 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

2.07% more ownership

Funds ownership: 71.58%73.65% (+2.1%)

1% less funds holding

Funds holding: 1,5841,574 (-10)

37% less call options, than puts

Call options by funds: $72.3M | Put options by funds: $115M

Holders
1,574
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
355
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$72.3M
Puts
$115M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
526
Compass Wealth Management
Connecticut
$6.72M
SFP
527
Shepherd Financial Partners
Massachusetts
$6.7M
CWM
528
Cordatus Wealth Management
Pennsylvania
$6.66M
AFG
529
Atomi Financial Group
New York
$6.65M
MHB
530
Midwest Heritage Bank
Iowa
$6.6M
CCM
531
Condor Capital Management
New Jersey
$6.45M
SPIA
532
Steward Partners Investment Advisory
New York
$6.42M
TF
533
Theory Financial
Colorado
$6.39M
BMWM
534
Brown Miller Wealth Management
Virginia
$6.3M
SAM
535
Smartleaf Asset Management
Massachusetts
$6.21M
NL
536
NWAM LLC
Washington
$6.18M
HSA
537
HBK Sorce Advisory
Pennsylvania
$6.11M
EWA
538
Etesian Wealth Advisors
Oregon
$6.1M
KCM
539
Kanawha Capital Management
Virginia
$6.06M
DWM
540
Diversify Wealth Management
Utah
$6.05M
BF
541
Brogan Financial
Tennessee
$6.05M
TCG
542
Transcendent Capital Group
Oklahoma
$5.98M
HWM
543
Horizon Wealth Management
Illinois
$5.93M
UWP
544
Uniting Wealth Partners
Kansas
$5.84M
AFP
545
ATX Financial Planning
Texas
$5.84M
DP
546
Dearborn Partners
Illinois
$5.84M
CA
547
Continuum Advisory
Idaho
$5.83M
HSWS
548
Higgins & Schmidt Wealth Strategies
Colorado
$5.8M
CWM
549
Clearview Wealth Management
California
$5.74M
SPAS
550
Spectrum Planning & Advisory Services
California
$5.73M