SPYM

State Street SPDR Portfolio S&P 500 ETF

1,565 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, 720 increasing their positions, 458 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 → $68.4B (+$6.34B)

1.21% more ownership

Funds ownership: 70.21%71.42% (+1.2%)

50% less call options, than puts

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

Holders
1,565
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
342
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
AFWM
926
AMJ Financial Wealth Management
Virginia
$1.05M
JSA
927
Jacobson & Schmitt Advisors
Wisconsin
$1.04M
SFC
928
Summit Financial Consulting
Michigan
$1.04M
CB
929
Community Bank
New York
$1.04M
MIAS
930
Mason Investment Advisory Services
Virginia
$1.04M
AWM
931
Accurate Wealth Management
Florida
$1.04M
LWM
932
Liberty Wealth Management
California
$1.03M
LCWP
933
Legacy Capital Wealth Partners
Arkansas
$1.03M
VWM
934
VCI Wealth Management
Missouri
$1.02M
AWM
935
Avior Wealth Management
Nebraska
$1.02M
EA
936
Emerald Advisors
Washington
$1.01M
FFG
937
Fiduciary Financial Group
California
$991K
CA
938
Clearstead Advisors
Ohio
$989K
TWC
939
TD Waterhouse Canada
Ontario, Canada
$987K
OAS
940
Optivise Advisory Services
Tennessee
$983K
TVM
941
True Vision MN
Minnesota
$982K
AOWM
942
Asset One Wealth Management
Washington
$979K
MMM
943
Mendel Money Management
Illinois
$976K
CAL
944
Capital Advisors Ltd
Ohio
$975K
T
945
Transce3nd
Texas
$973K
GFA
946
Gallagher Fiduciary Advisors
Illinois
$972K
FP
947
Fiduciary Planning
Florida
$967K
SWM
948
Spire Wealth Management
Virginia
$964K
BI
949
Beckerman Institutional
New Jersey
$959K
FPW
950
Flagship Private Wealth
Massachusetts
$956K