SPYM

State Street SPDR Portfolio S&P 500 ETF

1,561 hedge funds and large institutions have $68.4B invested in State Street SPDR Portfolio S&P 500 ETF in 2025 Q4 according to their latest regulatory filings, with 232 funds opening new positions, 718 increasing their positions, 457 reducing their positions, and 56 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 → $68.4B (+$6.33B)

1.2% more ownership

Funds ownership: 70.17%71.37% (+1.2%)

50% less call options, than puts

Call options by funds: $79M | Put options by funds: $158M

Holders
1,561
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
341
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
IWM
601
Integrated Wealth Management
Ohio
$4.21M
CGFA
602
Colton Groome Financial Advisors
North Carolina
$4.2M
QCM
603
Quantinno Capital Management
New York
$4.18M
CIAS
604
Capital Investment Advisory Services
North Carolina
$4.18M
TF
605
Trek Financial
Arizona
$4.18M
CFGF
606
Compass Financial Group (Florida)
Florida
$4.17M
NAM
607
NorthCrest Asset Manangement
Minnesota
$4.17M
TWP
608
Tempus Wealth Planning
California
$4.16M
SIM
609
Synergy Investment Management
Florida
$4.12M
PHWM
610
Palatine Hill Wealth Management
Michigan
$4.11M
BL
611
Balentine LLC
Georgia
$4.11M
GC
612
Grimes & Company
Massachusetts
$4.11M
WP
613
WealthPLAN Partners
Nebraska
$4.1M
AA
614
ACT Advisors
North Carolina
$4.09M
IWM
615
IMG Wealth Management
Florida
$4.08M
LA
616
Latitude Advisors
Florida
$4.07M
SPWM
617
Schrum Private Wealth Management
Florida
$4.07M
Cohen & Steers
618
Cohen & Steers
New York
$4.05M
EWA
619
Emergent Wealth Advisors
New York
$4.05M
MWM
620
Mission Wealth Management
California
$4.03M
MFS
621
McNamara Financial Services
Massachusetts
$4M
BFA
622
Bluestem Financial Advisors
Illinois
$4M
CPW
623
Catalyst Private Wealth
California
$3.97M
RWM
624
Ritholtz Wealth Management
New York
$3.89M
AWM
625
Aureum Wealth Management
Florida
$3.87M