SPYM

State Street SPDR Portfolio S&P 500 ETF

1,565 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, 720 increasing their positions, 458 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 → $68.4B (+$6.34B)

1.21% more ownership

Funds ownership: 70.21%71.42% (+1.2%)

50% less call options, than puts

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

Holders
1,565
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
342
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
HAG
601
HF Advisory Group
Maryland
$4.21M
IWMO
602
Integrated Wealth Management (Ohio)
Ohio
$4.21M
CGFA
603
Colton Groome Financial Advisors
North Carolina
$4.2M
QCM
604
Quantinno Capital Management
New York
$4.18M
CIAS
605
Capital Investment Advisory Services
North Carolina
$4.18M
TF
606
Trek Financial
Arizona
$4.18M
CFGF
607
Compass Financial Group (Florida)
Florida
$4.17M
NAM
608
NorthCrest Asset Manangement
Minnesota
$4.17M
TWP
609
Tempus Wealth Planning
California
$4.16M
SIM
610
Synergy Investment Management
Florida
$4.12M
PHWM
611
Palatine Hill Wealth Management
Michigan
$4.11M
BL
612
Balentine LLC
Georgia
$4.11M
GC
613
Grimes & Company
Massachusetts
$4.11M
WP
614
WealthPLAN Partners
Nebraska
$4.1M
AA
615
ACT Advisors
North Carolina
$4.09M
IWM
616
IMG Wealth Management
Florida
$4.08M
LA
617
Latitude Advisors
Florida
$4.07M
SPWM
618
Schrum Private Wealth Management
Florida
$4.07M
Cohen & Steers
619
Cohen & Steers
New York
$4.05M
EWA
620
Emergent Wealth Advisors
New York
$4.05M
MWM
621
Mission Wealth Management
California
$4.03M
MFS
622
McNamara Financial Services
Massachusetts
$4M
BFA
623
Bluestem Financial Advisors
Illinois
$4M
CPW
624
Catalyst Private Wealth
California
$3.97M
RWM
625
Ritholtz Wealth Management
New York
$3.89M