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
EC
926
Estate Counselors
Wisconsin
$1.06M
CWS
927
Confluence Wealth Services
Pennsylvania
$1.06M
AFWM
928
AMJ Financial Wealth Management
Virginia
$1.05M
JSA
929
Jacobson & Schmitt Advisors
Wisconsin
$1.04M
SFC
930
Summit Financial Consulting
Michigan
$1.04M
CB
931
Community Bank
New York
$1.04M
MIAS
932
Mason Investment Advisory Services
Virginia
$1.04M
AWM
933
Accurate Wealth Management
Florida
$1.04M
LWM
934
Liberty Wealth Management
California
$1.03M
LCWP
935
Legacy Capital Wealth Partners
Arkansas
$1.03M
VWM
936
VCI Wealth Management
Missouri
$1.02M
AWM
937
Avior Wealth Management
Nebraska
$1.02M
EA
938
Emerald Advisors
Washington
$1.01M
FFG
939
Fiduciary Financial Group
California
$991K
CA
940
Clearstead Advisors
Ohio
$989K
TWC
941
TD Waterhouse Canada
Ontario, Canada
$987K
OAS
942
Optivise Advisory Services
Tennessee
$983K
TVM
943
True Vision MN
Minnesota
$982K
AOWM
944
Asset One Wealth Management
Washington
$979K
MMM
945
Mendel Money Management
Illinois
$976K
CAL
946
Capital Advisors Ltd
Ohio
$975K
T
947
Transce3nd
Texas
$973K
GFA
948
Gallagher Fiduciary Advisors
Illinois
$972K
FP
949
Fiduciary Planning
Florida
$967K
SWM
950
Spire Wealth Management
Virginia
$964K