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SPYM

State Street SPDR Portfolio S&P 500 ETF

1,597 hedge funds and large institutions have $85.1B invested in State Street SPDR Portfolio S&P 500 ETF in 2026 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 817 increasing their positions, 462 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more repeat investments, than reductions

Existing positions increased: 817 | Existing positions reduced: 462

39% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 98

24% more capital invested

Capital invested by funds: $68.6B → $85.1B (+$16.6B)

3% more funds holding in top 10

Funds holding in top 10: 346358 (+12)

2.3% more ownership

Funds ownership: 71.58%73.88% (+2.3%)

1% more funds holding

Funds holding: 1,5891,597 (+8)

37% less call options, than puts

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

Holders
1,597
Holders Change
+8
Holders Change %
+0.5%
% of All Funds
19.63%
Holding in Top 10
358
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+3.47%
% of All Funds
4.4%
New
136
Increased
817
Reduced
462
Closed
98
Calls
$72.3M
Puts
$115M
Net Calls
-$42.6M
Net Calls Change
+$36.2M
Name Holding Trade Value Shares
Change
Change in
Stake
VF
576
Vestment Financial
Minnesota
$5.29M +$314K +3,923 +7%
AF
577
Aldebaran Financial
$5.26M +$278K +3,473 +5%
CSPIA
578
Cary Street Partners Investment Advisory
Virginia
$5.18M +$748K +9,354 +16%
TWP
579
Tempus Wealth Planning
California
$5.18M +$1.26M +15,785 +30%
PWM
580
Perigon Wealth Management
California
$5.17M +$265K +3,314 +5%
WP
581
WealthPLAN Partners
Nebraska
$5.14M +$1.28M +16,051 +31%
AAG
582
Armstrong Advisory Group
Massachusetts
$5.13M -$42.4M -529,914 -89%
OIM
583
Opus Investment Management
Massachusetts
$5.12M +$5.35M +66,878 New
OSNBOA
584
Old Second National Bank of Aurora
Illinois
$5.1M +$695K +8,693 +15%
AWA
585
Alaska Wealth Advisors
Alaska
$5.08M +$1.02M +12,814 +24%
HCM
586
Hengehold Capital Management
Ohio
$5.06M +$1.03M +12,865 +24%
PPW
587
Parcion Private Wealth
Washington
$5.03M +$307K +3,844 +6%
CWM
588
Copia Wealth Management
Oregon
$5.02M -$1.45M -18,114 -22%
CWM
589
Curtis Wealth Management
Nevada
$5.01M +$1.02M +12,799 +24%
PSCM
590
Per Stirling Capital Management
Texas
$5M -$57.9K -724 -1%
ML
591
MLP3 LLC
New Jersey
$5M +$227K +2,841 +5%
FSA
592
Financial Security Advisor
Virginia
$4.97M +$39K +487 +0.8%
QCM
593
Quantinno Capital Management
New York
$4.96M +$1.01M +12,609 +24%
SPW
594
Stillwater Private Wealth
Pennsylvania
$4.93M +$5.15M +64,433 New
CCP
595
Cushing Capital Partners
Wisconsin
$4.88M -$698K -8,728 -12%
MWM
596
Maridea Wealth Management
New York
$4.88M -$72.3K -904 -1%
LCGC
597
Legacy Capital Group California
California
$4.87M -$614K -7,672 -11%
AFP
598
Alpha Financial Partners
Kentucky
$4.8M +$1.2K +15 +0%
AA
599
Armis Advisers
Georgia
$4.78M +$1.06M +13,193 +32%
NL
600
NVWM LLC
Pennsylvania
$4.75M +$3.27M +40,937 +194%

SPYM Hedge Fund Activity: Q1 2026 in Review

1,597 of the 8,135 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 ETF (SPYM) for Q1 2026, worth a combined $85.1B — up 24% from $68.6B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new SPYM positions and 98 closed out — a net gain of 38 holders — while 817 added to existing stakes and 462 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $4.86B. The largest seller was Bank of America, cutting an estimated $1.41B.

  • 1,597 institutional investors held State Street SPDR Portfolio S&P 500 ETF (SPYM) as of Q1 2026, up from 1,589 in Q4 2025.
  • Funds reported $85.1B of State Street SPDR Portfolio S&P 500 ETF stock for Q1 2026, up 24% quarter-over-quarter.
  • 136 funds opened new State Street SPDR Portfolio S&P 500 ETF positions in Q1 2026 and 98 closed out, a net change of +38 holders.
  • The largest State Street SPDR Portfolio S&P 500 ETF buyer in Q1 2026 was JP Morgan Chase, an estimated $4.86B added.
  • The largest State Street SPDR Portfolio S&P 500 ETF seller in Q1 2026 was Bank of America, an estimated $1.41B sold.

Based on aggregated 13F filings for Q1 2026.