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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
SI
901
Seeds Investor
New York
$1.22M +$279K +3,514 +30%
SWA
902
Serenus Wealth Advisors
California
$1.22M +$21.6K +271 +2%
QWM
903
Quadcap Wealth Management
Texas
$1.21M -$7.4K -93 -0.6%
VCM
904
Virtue Capital Management
Tennessee
$1.2M +$148K +1,861 +14%
GAM
905
Gotham Asset Management
New York
$1.2M +$350K +4,395 +42%
WIP
906
WealthCare Investment Partners
Rhode Island
$1.19M -$27K -339 -2%
OBWG
907
Onyx Bridge Wealth Group
New York
$1.19M -$36.4K -458 -3%
RFA
908
Resurgent Financial Advisors
Georgia
$1.19M +$104K +1,306 +10%
SFM
909
Signet Financial Management
New Jersey
$1.19M
FEM
910
Fulcrum Equity Management
Texas
$1.18M -$21K -264 -2%
TI
911
tru Independence
Oregon
$1.18M -$69.5K -874 -6%
FWM
912
Fingerlakes Wealth Management
New York
$1.18M -$1.03K -13 -0.1%
TCPG
913
Trivant Custom Portfolio Group
California
$1.18M +$40.6K +511 +4%
RCA
914
Runnymede Capital Advisors
Ohio
$1.18M +$1.17M +14,711 New
TF
915
TLWM Financial
Texas
$1.18M +$38.9K +489 +3%
VAMG
916
Voisard Asset Management Group
Michigan
$1.17M -$79.2K -996 -6%
LAM
917
LOM Asset Management
$1.16M +$517K +6,500 +81%
KPWS
918
Kestra Private Wealth Services
Texas
$1.16M -$182K -2,290 -14%
WF
919
Whelan Financial
California
$1.16M
WFS
920
WealthGarden F.S.
California
$1.16M +$76.9K +967 +7%
FMN
921
Financial Management Network
California
$1.16M -$35.2K -442 -3%
BCM
922
BluePath Capital Management
Georgia
$1.15M +$1.14M +14,397 New
Citigroup
923
Citigroup
New York
$1.13M -$1.87M -23,553 -62%
4A
924
4Wealth Advisors
Illinois
$1.13M +$19.1K +240 +2%
KFG
925
Kingdom Financial Group
Arizona
$1.13M +$486K +6,105 +77%