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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
BFA
601
Beaumont Financial Advisors
Massachusetts
$4.73M
CC
602
Courier Capital
New York
$4.7M -$784K -9,803 -14%
MWM
603
Modera Wealth Management
New Jersey
$4.65M -$384K -4,800 -7%
BNP Paribas Financial Markets
604
BNP Paribas Financial Markets
France
$4.63M -$1.58M -19,750 -25%
RWM
605
Ritholtz Wealth Management
New York
$4.61M +$943K +11,788 +24%
NAM
606
NorthCrest Asset Manangement
Minnesota
$4.61M +$656K +8,201 +16%
AWM
607
Aureum Wealth Management
Florida
$4.59M +$935K +11,689 +24%
FWM
608
Fonville Wealth Management
Virginia
$4.59M +$38.2K +478 +0.8%
TW
609
Trajan Wealth
Arizona
$4.56M +$4.76M +59,558 New
LA
610
Lifeworks Advisors
Michigan
$4.55M -$348K -4,347 -7%
MWAM
611
Manhattan West Asset Management
California
$4.54M -$117K -1,468 -2%
XPN
612
XY Planning Network
Montana
$4.54M +$1.37M +17,074 +41%
BFA
613
Beacon Financial Advisory
Ohio
$4.52M +$523K +6,533 +12%
LCM
614
Lunt Capital Management
Utah
$4.52M +$66.4K +830 +1%
LOWM
615
Laurel Oak Wealth Management
New Jersey
$4.48M -$2.34M -29,271 -33%
PG
616
Prostatis Group
Maryland
$4.46M -$187K -2,340 -4%
SWASL
617
Spartan Wealth Advisory Services LLC
Michigan
$4.43M +$4.63M +57,868 New
DKCM
618
Davidson Kempner Capital Management
New York
$4.43M +$2.3M +28,776 +99%
CIAS
619
Capital Investment Advisory Services
North Carolina
$4.41M +$438K +5,473 +10%
NJBEST
620
New Jersey Better Educational Savings Trust
New Jersey
$4.4M +$4.59M +57,427 New
BA
621
Bluesphere Advisors
Pennsylvania
$4.39M +$3.34M +41,733 +268%
UA
622
URS Advisory
Florida
$4.39M -$125K -1,561 -3%
SOS
623
Silver Oak Securities
Tennessee
$4.32M -$2.66M -33,272 -37%
HNB
624
Huntington National Bank
Ohio
$4.28M
IWM
625
IMG Wealth Management
Florida
$4.27M +$395K +4,938 +10%

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.