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
BWMG
776
Barnes Wealth Management Group
California
$2.03M
AFS
777
Access Financial Services
Minnesota
$2.01M
IW
778
Imprint Wealth
South Carolina
$1.97M
SPA
779
Sentinel Pension Advisors
Massachusetts
$1.96M
TCFP
780
Treasure Coast Financial Planning
Florida
$1.96M
PIA
781
Pinion Investment Advisors
Kansas
$1.95M
HAM
782
Harmony Asset Management
Arizona
$1.95M
MWM
783
MFG Wealth Management
Indiana
$1.95M
EWA
784
Exencial Wealth Advisors
Oklahoma
$1.95M
MWP
785
Momentum Wealth Planning
Florida
$1.93M
SFGP
786
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$1.93M
SB
787
SIG Brokerage
New York
$1.93M
IWA
788
Integrity Wealth Advisors
California
$1.92M
CA
789
CGN Advisors
Kansas
$1.92M
NG
790
Norden Group
Utah
$1.91M
FF
791
Foronjy Financial
California
$1.91M
RFN
792
Redwood Financial Network
Ohio
$1.91M
RFP
793
Root Financial Partners
California
$1.91M
SAM
794
Secure Asset Management
Michigan
$1.9M
SPC
795
Sigma Planning Corp
Michigan
$1.88M
SPC
796
Spirepoint Private Client
Florida
$1.88M
EWA
797
EverSource Wealth Advisors
Alabama
$1.86M
NAG
798
Northstar Advisory Group
New Jersey
$1.84M
OCM
799
One Capital Management
California
$1.83M
FA
800
Fermata Advisors
California
$1.83M