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SPYM

State Street SPDR Portfolio S&P 500 ETF

1,589 hedge funds and large institutions have $68.6B invested in State Street SPDR Portfolio S&P 500 ETF in 2025 Q4 according to their latest regulatory filings, with 247 funds opening new positions, 721 increasing their positions, 465 reducing their positions, and 57 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 → $68.6B (+$6.45B)

1.32% more ownership

Funds ownership: 70.26%71.58% (+1.3%)

50% less call options, than puts

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

Holders
1,589
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
346
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
CWM
601
Curtis Wealth Management
Nevada
$4.29M
HCM
602
Hengehold Capital Management
Ohio
$4.27M
SB
603
Semitam Bonam
New York
$4.26M
BFA
604
Beacon Financial Advisory
Ohio
$4.21M
HAG
605
HF Advisory Group
Maryland
$4.21M
IWMO
606
Integrated Wealth Management (Ohio)
Ohio
$4.21M
CGFA
607
Colton Groome Financial Advisors
North Carolina
$4.2M
QCM
608
Quantinno Capital Management
New York
$4.18M
CIAS
609
Capital Investment Advisory Services
North Carolina
$4.18M
TF
610
Trek Financial
Arizona
$4.18M
CFGF
611
Compass Financial Group (Florida)
Florida
$4.17M
NAM
612
NorthCrest Asset Manangement
Minnesota
$4.17M
TWP
613
Tempus Wealth Planning
California
$4.16M
SIM
614
Synergy Investment Management
Florida
$4.12M
PHWM
615
Palatine Hill Wealth Management
Michigan
$4.11M
BL
616
Balentine LLC
Georgia
$4.11M
GC
617
Grimes & Company
Massachusetts
$4.11M
WP
618
WealthPLAN Partners
Nebraska
$4.1M
AA
619
ACT Advisors
North Carolina
$4.09M
IWM
620
IMG Wealth Management
Florida
$4.08M
LA
621
Latitude Advisors
Florida
$4.07M
SPWM
622
Schrum Private Wealth Management
Florida
$4.07M
Cohen & Steers
623
Cohen & Steers
New York
$4.05M
EWA
624
Emergent Wealth Advisors
New York
$4.05M
MWM
625
Mission Wealth Management
California
$4.03M