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
NEAM
926
New England Asset Management
Connecticut
$1.07M
EC
927
Estate Counselors
Wisconsin
$1.06M
CWS
928
Confluence Wealth Services
Pennsylvania
$1.06M
AFWM
929
AMJ Financial Wealth Management
Virginia
$1.05M
JSA
930
Jacobson & Schmitt Advisors
Wisconsin
$1.04M
SFC
931
Summit Financial Consulting
Michigan
$1.04M
CB
932
Community Bank
New York
$1.04M
MIAS
933
Mason Investment Advisory Services
Virginia
$1.04M
AWM
934
Accurate Wealth Management
Florida
$1.04M
LWM
935
Liberty Wealth Management
California
$1.03M
LCWP
936
Legacy Capital Wealth Partners
Arkansas
$1.03M
VWM
937
VCI Wealth Management
Missouri
$1.02M
AWM
938
Avior Wealth Management
Nebraska
$1.02M
EA
939
Emerald Advisors
Washington
$1.01M
AWM
940
Athena Wealth Management
Nevada
$998K
FFG
941
Fiduciary Financial Group
California
$991K
CA
942
Clearstead Advisors
Ohio
$989K
TWC
943
TD Waterhouse Canada
Ontario, Canada
$987K
OAS
944
Optivise Advisory Services
Tennessee
$983K
TVM
945
True Vision MN
Minnesota
$982K
AOWM
946
Asset One Wealth Management
Washington
$979K
MMM
947
Mendel Money Management
Illinois
$976K
CAL
948
Capital Advisors Ltd
Ohio
$975K
T
949
Transce3nd
Texas
$973K
GFA
950
Gallagher Fiduciary Advisors
Illinois
$972K