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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
WFAG
701
Wescott Financial Advisory Group
Pennsylvania
$3.13M -$265K -3,313 -7%
CFO
702
Cambient Family Office
Michigan
$3.13M
RB
703
Renasant Bank
Mississippi
$3.13M +$347K +4,342 +12%
JFG
704
JDM Financial Group
Texas
$3.11M -$4.24K -53 -0.1%
IW
705
Imprint Wealth
South Carolina
$3.1M +$1.28M +16,004 +65%
RWB
706
RMR Wealth Builders
New Jersey
$3.07M +$15.1K +189 +0.5%
IFPG
707
Intrepid Financial Planning Group
Indiana
$3.04M -$29.3K -366 -0.9%
CWM
708
Connecticut Wealth Management
Connecticut
$3.04M +$392K +4,903 +14%
TAM
709
Titleist Asset Management
Texas
$3.02M -$48.5K -606 -2%
ES
710
ETF Store
Kansas
$3.01M +$379K +4,736 +14%
WWMP
711
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$2.97M +$1.05M +13,130 +51%
CAG
712
Csenge Advisory Group
Florida
$2.95M -$89.9K -1,124 -3%
UCFA
713
United Capital Financial Advisors
Texas
$2.94M +$2.33M +29,145 +315%
PC
714
PCB Capital
New Jersey
$2.92M +$308K +3,855 +11%
UWM
715
USAdvisors Wealth Management
Minnesota
$2.92M -$74.8K -935 -2%
MCM
716
Maple Capital Management
Vermont
$2.92M +$427K +5,337 +16%
SEI Investments
717
SEI Investments
Pennsylvania
$2.9M +$980K +12,256 +48%
FFO
718
Fortitude Family Office
Arizona
$2.86M -$21K -262 -0.7%
WCA
719
Westover Capital Advisors
Delaware
$2.85M -$398K -4,971 -12%
NA
720
Novus Advisors
South Carolina
$2.85M +$82.1K +1,027 +3%
IIM
721
IFC & Insurance Marketing
California
$2.85M -$298K -3,722 -9%
AFA
722
American Financial Advisors
Georgia
$2.83M +$136K +1,704 +5%
VWM
723
Vivid Wealth Management
Iowa
$2.82M +$70.6K +883 +2%
HG
724
Harbor Group
New Hampshire
$2.82M +$1.42M +17,805 +94%
MB
725
MidFirst Bank
Oklahoma
$2.8M -$9.67M -120,885 -77%

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.