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