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
IFPG
676
Intrepid Financial Planning Group
Indiana
$3.22M
BIG
677
Brookwood Investment Group
Arizona
$3.21M
RWB
678
RMR Wealth Builders
New Jersey
$3.2M
CAG
679
Csenge Advisory Group
Florida
$3.18M
PWM
680
Parkway Wealth Management
Texas
$3.18M
AA
681
Armis Advisers
Georgia
$3.17M
CG
682
Corundum Group
Colorado
$3.14M
PPWM
683
Premier Private Wealth Management
Florida
$3.13M
AWA
684
A4 Wealth Advisors
North Carolina
$3.08M
AAS
685
Annex Advisory Services
Wisconsin
$3.07M
FFO
686
Fortitude Family Office
Arizona
$3.02M
CIA
687
Cape Investment Advisory
Georgia
$3.01M
AWM
688
Arista Wealth Management
Nevada
$2.99M
QAM
689
Q3 Asset Management
Michigan
$2.98M
RB
690
Renasant Bank
Mississippi
$2.93M
AIM
691
Advyzon Investment Management
Illinois
$2.92M
NA
692
Novus Advisors
South Carolina
$2.9M
HA
693
Hofer & Associates
California
$2.9M
RPGK
694
Retirement Planning Group (Kansas)
Kansas
$2.89M
VWM
695
Vivid Wealth Management
Iowa
$2.88M
WFAG
696
Worth Financial Advisory Group
North Carolina
$2.85M
AFG
697
Atomi Financial Group
New York
$2.85M
SFC
698
Strategic Financial Concepts
Texas
$2.84M
AFA
699
American Financial Advisors
Georgia
$2.82M
SIM
700
Stratos Investment Management
Ohio
$2.82M