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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
MWC
676
MBM Wealth Consultants
Missouri
$3.59M +$74.5K +931 +2%
AC
677
Apella Capital
Connecticut
$3.58M +$142K +1,775 +4%
OAM
678
Oppenheimer Asset Management
New York
$3.55M +$1.08M +13,527 +41%
AWA
679
Asempa Wealth Advisors
Louisiana
$3.54M +$338K +4,227 +10%
AP
680
Americana Partners
Texas
$3.51M -$55M -687,625 -94%
IWA
681
Integrity Wealth Advisors
California
$3.51M +$1.78M +22,219 +94%
CTFG
682
Capstone Triton Financial Group
Oklahoma
$3.5M +$1.79M +22,372 +101%
BFA
683
Bluestem Financial Advisors
Illinois
$3.49M -$340K -4,248 -9%
TCM
684
TD Capital Management
Tennessee
$3.49M +$2.29M +28,594 +169%
AAS
685
Ameritas Advisory Services
Nebraska
$3.48M +$118K +1,479 +3%
NW
686
NewEdge Wealth
Pennsylvania
$3.47M +$1.27M +15,926 +54%
CA
687
Centennial Advisors
Texas
$3.46M -$11.1K -139 -0.3%
CM
688
Cercano Management
Washington
$3.46M
GC
689
Gilbert & Cook
Iowa
$3.43M +$286K +3,572 +9%
VIA
690
Vickerman Investment Advisors
Washington
$3.42M +$37K +463 +1%
IA
691
Insight Advisors
Pennsylvania
$3.42M +$241K +3,012 +7%
FWWM
692
Fiscal Wisdom Wealth Management
Connecticut
$3.38M -$148K -1,849 -4%
CIA
693
Cape Investment Advisory
Georgia
$3.37M +$521K +6,513 +17%
CF
694
Clarity Financial
Texas
$3.37M -$142K -1,777 -4%
NIWA
695
New Insight Wealth Advisors
California
$3.32M +$95.7K +1,197 +3%
SSCM
696
Spectrum Strategic Capital Management
Oregon
$3.3M -$143K -1,784 -4%
WW
697
Wright Wealth
Georgia
$3.25M +$684K +8,550 +25%
RF
698
Rossby Financial
Florida
$3.15M +$2.99M +37,430 +1,087%
CPL
699
CAP Partners LLC
Tennessee
$3.15M +$680K +8,497 +26%
JF
700
JSF Financial
California
$3.14M +$60.4K +755 +2%

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.