SPYM

State Street SPDR Portfolio S&P 500 ETF

1,568 hedge funds and large institutions have $68.5B invested in State Street SPDR Portfolio S&P 500 ETF in 2025 Q4 according to their latest regulatory filings, with 234 funds opening new positions, 720 increasing their positions, 459 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 → $68.5B (+$6.37B)

1.24% more ownership

Funds ownership: 70.21%71.46% (+1.2%)

50% less call options, than puts

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

Holders
1,568
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
344
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
BFA
601
Beacon Financial Advisory
Ohio
$4.21M
HAG
602
HF Advisory Group
Maryland
$4.21M
IWMO
603
Integrated Wealth Management (Ohio)
Ohio
$4.21M
CGFA
604
Colton Groome Financial Advisors
North Carolina
$4.2M
QCM
605
Quantinno Capital Management
New York
$4.18M
CIAS
606
Capital Investment Advisory Services
North Carolina
$4.18M
TF
607
Trek Financial
Arizona
$4.18M
CFGF
608
Compass Financial Group (Florida)
Florida
$4.17M
NAM
609
NorthCrest Asset Manangement
Minnesota
$4.17M
TWP
610
Tempus Wealth Planning
California
$4.16M
SIM
611
Synergy Investment Management
Florida
$4.12M
PHWM
612
Palatine Hill Wealth Management
Michigan
$4.11M
BL
613
Balentine LLC
Georgia
$4.11M
GC
614
Grimes & Company
Massachusetts
$4.11M
WP
615
WealthPLAN Partners
Nebraska
$4.1M
AA
616
ACT Advisors
North Carolina
$4.09M
IWM
617
IMG Wealth Management
Florida
$4.08M
LA
618
Latitude Advisors
Florida
$4.07M
SPWM
619
Schrum Private Wealth Management
Florida
$4.07M
Cohen & Steers
620
Cohen & Steers
New York
$4.05M
EWA
621
Emergent Wealth Advisors
New York
$4.05M
MWM
622
Mission Wealth Management
California
$4.03M
MFS
623
McNamara Financial Services
Massachusetts
$4M
BFA
624
Bluestem Financial Advisors
Illinois
$4M
CPW
625
Catalyst Private Wealth
California
$3.97M