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
SDWMA
701
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.79M
CWM
702
Connecticut Wealth Management
Connecticut
$2.79M
DWA
703
Delta Wealth Advisors
Indiana
$2.78M
ES
704
ETF Store
Kansas
$2.77M
PCL
705
PCB Capital LLC
New Jersey
$2.76M
PTC
706
Private Trust Company
Ohio
$2.72M
WW
707
Wright Wealth
Georgia
$2.72M
FWI
708
Facet Wealth Inc
Maryland
$2.67M
AIS
709
American Investment Services
Massachusetts
$2.65M
OAM
710
Oppenheimer Asset Management
New York
$2.63M
PGWM
711
Pitti Group Wealth Management
New York
$2.63M
MCM
712
Maple Capital Management
Vermont
$2.63M
CPL
713
CAP Partners LLC
Tennessee
$2.62M
W
714
WorthPointe
California
$2.61M
TCM
715
Triumph Capital Management
Colorado
$2.6M
KCFA
716
Key Client Fiduciary Advisors
New Jersey
$2.55M
EWM
717
Elevation Wealth Management
Minnesota
$2.52M
IC
718
IEQ Capital
California
$2.51M
BCFS
719
Butensky & Cohen Financial Security
Florida
$2.5M
EP
720
Edgestream Partners
New Jersey
$2.48M
PWM
721
Puff Wealth Management
New Jersey
$2.48M
HFO
722
Heritage Family Offices
Arizona
$2.48M
SFWA
723
Summit Financial Wealth Advisors
Louisiana
$2.46M
RWP
724
RWA Wealth Partners
Massachusetts
$2.46M
TPWA
725
Twin Peaks Wealth Advisors
California
$2.45M