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
TCA
651
Transcend Capital Advisors
New Jersey
$3.5M
FA
652
Fiduciary Alliance
South Carolina
$3.5M
EPM
653
Elm Partners Management
Pennsylvania
$3.45M
CFD
654
Creative Financial Designs
Indiana
$3.42M
MWA
655
MN Wealth Advisors
Kansas
$3.42M
SHWA
656
Safe Harbor Wealth Advisors
Ohio
$3.4M
WCA
657
Westover Capital Advisors
Delaware
$3.38M
NIWA
658
New Insight Wealth Advisors
California
$3.38M
FDW
659
Fourth Dimension Wealth
Ohio
$3.38M
IPWA
660
International Private Wealth Advisors
California
$3.37M
XPN
661
XY Planning Network
Montana
$3.35M
IA
662
Insight Advisors
Pennsylvania
$3.35M
AWA
663
Asempa Wealth Advisors
Louisiana
$3.34M
GF
664
Goodman Financial
Texas
$3.32M
LGA
665
Lebenthal Global Advisors
New York
$3.31M
GC
666
Gilbert & Cook
Iowa
$3.3M
AC
667
Apella Capital
Connecticut
$3.29M
CFO
668
Cambient Family Office
Michigan
$3.28M
IIM
669
IFC & Insurance Marketing
California
$3.28M
SA
670
Sovran Advisors
California
$3.27M
JFG
671
JDM Financial Group
Texas
$3.27M
WS
672
Wedbush Securities
California
$3.26M
JF
673
JSF Financial
California
$3.23M
UWM
674
USAdvisors Wealth Management
Minnesota
$3.22M
TAM
675
Titleist Asset Management
Texas
$3.22M