SPYM

State Street SPDR Portfolio S&P 500 ETF

1,561 hedge funds and large institutions have $68.4B invested in State Street SPDR Portfolio S&P 500 ETF in 2025 Q4 according to their latest regulatory filings, with 232 funds opening new positions, 718 increasing their positions, 457 reducing their positions, and 56 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 → $68.4B (+$6.33B)

1.2% more ownership

Funds ownership: 70.17%71.37% (+1.2%)

50% less call options, than puts

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

Holders
1,561
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
341
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
CB
926
Community Bank
New York
$1.04M
MIAS
927
Mason Investment Advisory Services
Virginia
$1.04M
AWM
928
Accurate Wealth Management
Florida
$1.04M
LWM
929
Liberty Wealth Management
California
$1.03M
LCWP
930
Legacy Capital Wealth Partners
Arkansas
$1.03M
VWM
931
VCI Wealth Management
Missouri
$1.02M
AWM
932
Avior Wealth Management
Nebraska
$1.02M
EA
933
Emerald Advisors
Washington
$1.01M
FFG
934
Fiduciary Financial Group
California
$991K
CA
935
Clearstead Advisors
Ohio
$989K
TWC
936
TD Waterhouse Canada
Ontario, Canada
$987K
OAS
937
Optivise Advisory Services
Tennessee
$983K
TVM
938
True Vision MN
Minnesota
$982K
AOWM
939
Asset One Wealth Management
Washington
$979K
MMM
940
Mendel Money Management
Illinois
$976K
CAL
941
Capital Advisors Ltd
Ohio
$975K
T
942
Transce3nd
Texas
$973K
GFA
943
Gallagher Fiduciary Advisors
Illinois
$972K
FP
944
Fiduciary Planning
Florida
$967K
SWM
945
Spire Wealth Management
Virginia
$964K
BI
946
Beckerman Institutional
New Jersey
$959K
FPW
947
Flagship Private Wealth
Massachusetts
$956K
RWM
948
Rockwood Wealth Management
Pennsylvania
$953K
TWM
949
Troutman Wealth Management
Pennsylvania
$948K
TIAA Trust, National Association
950
TIAA Trust, National Association
North Carolina
$945K