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SPYM

State Street SPDR Portfolio S&P 500 ETF

1,589 hedge funds and large institutions have $68.6B invested in State Street SPDR Portfolio S&P 500 ETF in 2025 Q4 according to their latest regulatory filings, with 247 funds opening new positions, 721 increasing their positions, 465 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 247 | Existing positions closed: 57

55% more repeat investments, than reductions

Existing positions increased: 721 | Existing positions reduced: 465

15% more funds holding in top 10

Funds holding in top 10: 301346 (+45)

12% more funds holding

Funds holding: 1,4231,589 (+166)

10% more capital invested

Capital invested by funds: $62.1B → $68.6B (+$6.45B)

1.32% more ownership

Funds ownership: 70.26%71.58% (+1.3%)

50% less call options, than puts

Call options by funds: $79M | Put options by funds: $158M

Holders
1,589
Holders Change
+166
Holders Change %
+11.67%
% of All Funds
19.34%
Holding in Top 10
346
Holding in Top 10 Change
+45
Holding in Top 10 Change %
+14.95%
% of All Funds
4.21%
New
247
Increased
721
Reduced
465
Closed
57
Calls
$79M
Puts
$158M
Net Calls
-$78.8M
Net Calls Change
-$33M
Name Holding Trade Value Shares
Change
Change in
Stake
FI
826
FWG Investments
Kentucky
$1.72M +$96.8K +1,217 +6%
CF
827
Collier Financial
Colorado
$1.7M +$32.5K +409 +2%
LIA
828
LBMC Investment Advisors
Tennessee
$1.7M +$557 +7 +0%
NL
829
NVWM LLC
Pennsylvania
$1.69M +$1.68M +21,063 New
IP
830
Indivisible Partners
Florida
$1.68M +$1.67M +20,982 New
CCM
831
Coldstream Capital Management
Washington
$1.68M -$95.9K -1,206 -5%
RAG
832
RIA Advisory Group
Iowa
$1.67M -$35.6K -448 -2%
BTD
833
BankPlus Trust Department
Mississippi
$1.67M -$338K -4,247 -17%
AWA
834
Acorn Wealth Advisors
Michigan
$1.66M +$28.6K +359 +2%
Luther King Capital Management (LKCM)
835
Luther King Capital Management (LKCM)
Texas
$1.65M
ISFAN
836
Investor's Fiduciary Advisor Network
Washington
$1.65M +$85.5K +1,075 +6%
PFG
837
Prosperity Financial Group
California
$1.63M +$73.2K +920 +5%
FPN
838
Financial Planning Navigators
Minnesota
$1.62M +$1.61M +20,223 New
GA
839
GoalVest Advisory
New York
$1.61M
WMWM
840
Wilkins Miller Wealth Management
Alabama
$1.61M -$14.2K -179 -0.9%
CAMV
841
Concord Asset Management (Virginia)
Virginia
$1.61M +$93.6K +1,177 +6%
EV
842
EJMK Ventures
Illinois
$1.59M +$1.57M +19,793 New
RWPA
843
Richard W. Paul & Associates
Michigan
$1.59M -$160K -2,010 -9%
FFS
844
Founders Financial Securities
Maryland
$1.58M +$1.57M +19,688 New
SI
845
Stirlingshire Investments
New York
$1.58M +$1.56M +19,676 New
UAG
846
United Advisor Group
Ohio
$1.58M +$193K +2,423 +14%
ZI
847
ZEGA Investments
Florida
$1.57M +$369K +4,637 +31%
CJ
848
Caitlin John
Michigan
$1.57M -$40.9K -514 -3%
OWM
849
Omnitrust Wealth Management
Florida
$1.56M +$1.55M +19,432 New
TWG
850
The Wealth Group
Minnesota
$1.55M +$2.54K +32 +0.2%