SPYM

State Street SPDR Portfolio S&P 500 ETF

1,561 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, 718 increasing their positions, 457 reducing their positions, and 56 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 (+$6.33B)

1.2% more ownership

Funds ownership: 70.17%71.37% (+1.2%)

50% less call options, than puts

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

Holders
1,561
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
341
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
CAG
676
Csenge Advisory Group
Florida
$3.18M
PWM
677
Parkway Wealth Management
Texas
$3.18M
CG
678
Corundum Group
Colorado
$3.14M
PPWM
679
Premier Private Wealth Management
Florida
$3.13M
AWA
680
A4 Wealth Advisors
North Carolina
$3.08M
AAS
681
Annex Advisory Services
Wisconsin
$3.07M
FFO
682
Fortitude Family Office
Arizona
$3.02M
CIA
683
Cape Investment Advisory
Georgia
$3.01M
AWM
684
Arista Wealth Management
Nevada
$2.99M
QAM
685
Q3 Asset Management
Michigan
$2.98M
RB
686
Renasant Bank
Mississippi
$2.93M
AIM
687
Advyzon Investment Management
Illinois
$2.92M
NA
688
Novus Advisors
South Carolina
$2.9M
HA
689
Hofer & Associates
California
$2.9M
RPGK
690
Retirement Planning Group (Kansas)
Kansas
$2.89M
VWM
691
Vivid Wealth Management
Iowa
$2.88M
WFAG
692
Worth Financial Advisory Group
North Carolina
$2.85M
AFG
693
Atomi Financial Group
New York
$2.85M
SFC
694
Strategic Financial Concepts
Texas
$2.84M
AFA
695
American Financial Advisors
Georgia
$2.82M
SIM
696
Stratos Investment Management
Ohio
$2.82M
SDWMA
697
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.79M
CWM
698
Connecticut Wealth Management
Connecticut
$2.79M
DWA
699
Delta Wealth Advisors
Indiana
$2.78M
ES
700
ETF Store
Kansas
$2.77M