SPYM

State Street SPDR Portfolio S&P 500 ETF

1,571 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 236 funds opening new positions, 720 increasing their positions, 460 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)

1.25% more ownership

Funds ownership: 70.22%71.46% (+1.2%)

50% less call options, than puts

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

Holders
1,571
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
FEM
901
Fulcrum Equity Management
Texas
$1.18M
TI
902
tru Independence
Oregon
$1.18M
FWM
903
Fingerlakes Wealth Management
New York
$1.18M
TCPG
904
Trivant Custom Portfolio Group
California
$1.18M
RCA
905
Runnymede Capital Advisors
Ohio
$1.18M
TF
906
TLWM Financial
Texas
$1.18M
VAMG
907
Voisard Asset Management Group
Michigan
$1.17M
LAM
908
LOM Asset Management
$1.16M
KPWS
909
Kestra Private Wealth Services
Texas
$1.16M
WF
910
Whelan Financial
California
$1.16M
WFS
911
WealthGarden F.S.
California
$1.16M
FMN
912
Financial Management Network
California
$1.16M
BCM
913
BluePath Capital Management
Georgia
$1.15M
Citigroup
914
Citigroup
New York
$1.13M
4A
915
4Wealth Advisors
Illinois
$1.13M
KFG
916
Kingdom Financial Group
Arizona
$1.13M
EFG
917
Embree Financial Group
Illinois
$1.11M
CWMK
918
Caliber Wealth Management (Kansas)
Kansas
$1.11M
MWM
919
MGB Wealth Management
Texas
$1.1M
Deutsche Bank
920
Deutsche Bank
Germany
$1.1M
LBC
921
Leigh Baldwin & Co
New York
$1.1M
MWM
922
MBE Wealth Management
Wisconsin
$1.09M
CPA
923
Cardiff Park Advisors
California
$1.09M
RPCONE
924
Retirement Planning Company of New England
Rhode Island
$1.09M
WIM
925
WealthPlan Investment Management
Nebraska
$1.07M