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
JWCA
551
J.W. Cole Advisors
Florida
$5.72M
MF
552
Meridian Financial
Massachusetts
$5.68M
GSWM
553
Golden State Wealth Management
California
$5.66M
BCI
554
Blue Capital Inc
Nebraska
$5.64M
CCG
555
Catalina Capital Group
California
$5.62M
MT
556
Midwest Trust
Kansas
$5.61M
TWM
557
Timmons Wealth Management
Massachusetts
$5.6M
GM
558
GeoWealth Management
Illinois
$5.6M
T
559
TrueFG
Texas
$5.57M
MFT
560
Moisand Fitzgerald Tamayo
Florida
$5.57M
CAG
561
Carroll Advisory Group
Texas
$5.56M
TFG
562
Tilson Financial Group
New Jersey
$5.55M
JGIA
563
Jackson Grant Investment Advisers
Connecticut
$5.5M
SPWG
564
Syntegra Private Wealth Group
Missouri
$5.46M
WF
565
WealthPoint Financial
North Carolina
$5.46M
IWMO
566
Integrated Wealth Management (Ohio)
Ohio
$5.42M
DF
567
Downshift Financial
Colorado
$5.35M
PA
568
Parallel Advisors
California
$5.32M
VF
569
Vestment Financial
Minnesota
$5.29M
AF
570
Aldebaran Financial
$5.26M
CSPIA
571
Cary Street Partners Investment Advisory
Virginia
$5.18M
TWP
572
Tempus Wealth Planning
California
$5.18M
PWM
573
Perigon Wealth Management
California
$5.17M
WP
574
WealthPLAN Partners
Nebraska
$5.14M
AAG
575
Armstrong Advisory Group
Massachusetts
$5.13M