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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
HPA
626
High Probability Advisors
New York
$4.24M +$126K +1,576 +3%
GKWIM
627
Gerber Kawasaki Wealth & Investment Management
California
$4.19M -$556K -6,955 -11%
BWA
628
Bestgate Wealth Advisors
Maryland
$4.18M +$43K +538 +1%
CFGF
629
Compass Financial Group (Florida)
Florida
$4.17M +$200K +2,506 +5%
TCM
630
Traynor Capital Management
Pennsylvania
$4.16M +$50.9K +636 +1%
MG
631
Mather Group
Illinois
$4.15M +$4M +49,987 +1,164%
CGFA
632
Colton Groome Financial Advisors
North Carolina
$4.12M +$124K +1,555 +3%
C
633
Certuity
Florida
$4.12M +$449K +5,608 +12%
SB
634
Semitam Bonam
New York
$4.08M +$12.7K +159 +0.3%
LGA
635
Lebenthal Global Advisors
New York
$4.07M +$948K +11,848 +29%
YIA
636
YHB Investment Advisors
Connecticut
$4.03M +$618K +7,725 +17%
LA
637
Latitude Advisors
Florida
$4.02M +$143K +1,790 +4%
SPWM
638
Schrum Private Wealth Management
Florida
$4.02M +$151K +1,889 +4%
RSWM
639
Robertson Stephens Wealth Management
California
$4.02M -$213K -2,657 -5%
MG
640
McHugh Group
Ohio
$4.02M +$371K +4,639 +10%
FDCDDQ
641
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.02M +$409K +5,113 +11%
HAG
642
HF Advisory Group
Maryland
$4.02M -$5.68K -71 -0.1%
EWA
643
Emergent Wealth Advisors
New York
$3.94M +$76.4K +955 +2%
MWA
644
MN Wealth Advisors
Kansas
$3.93M +$698K +8,726 +20%
AFAS
645
Acorn Financial Advisory Services
Virginia
$3.92M -$3.24M -40,488 -44%
PHWM
646
Palatine Hill Wealth Management
Michigan
$3.91M -$13.6K -170 -0.3%
BL
647
Balentine LLC
Georgia
$3.91M -$14.8K -185 -0.4%
TF
648
Trek Financial
Arizona
$3.9M -$91.4K -1,143 -2%
TCA
649
Transcend Capital Advisors
New Jersey
$3.9M +$585K +7,310 +17%
SCP
650
Stevens Capital Partners
Nebraska
$3.9M +$3.16M +39,497 +345%

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.