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
BI
951
Beckerman Institutional
New Jersey
$959K
FPW
952
Flagship Private Wealth
Massachusetts
$956K
RWM
953
Rockwood Wealth Management
Pennsylvania
$953K
TWM
954
Troutman Wealth Management
Pennsylvania
$948K
TIAA Trust, National Association
955
TIAA Trust, National Association
North Carolina
$945K
BTWM
956
Baker Tilly Wealth Management
Wisconsin
$945K
GEM
957
Global Endowment Management
North Carolina
$941K
DCM
958
Donaldson Capital Management
Indiana
$940K
DRS
959
Deane Retirement Strategies
Louisiana
$936K
TFCP
960
Twin Focus Capital Partners
Massachusetts
$935K
VIP
961
Vantage Investment Partners
Missouri
$934K
NLWP
962
Next Level Wealth Planning
Idaho
$934K
PIAS
963
PCA Investment Advisory Services
Ohio
$932K
GSC
964
G&S Capital
Colorado
$924K
AF
965
Allworth Financial
California
$923K
SCP
966
Stevens Capital Partners
Nebraska
$920K
I
967
INVST
Indiana
$919K
GWM
968
GK Wealth Management
Nevada
$915K
LWM
969
LongView Wealth Management
Georgia
$908K
LAA
970
Liberty Atlantic Advisors
Texas
$904K
CWM
971
Chemistry Wealth Management
New York
$901K
PWA
972
Perspective Wealth Advisors
Colorado
$900K
FOA
973
Five Oceans Advisors
California
$897K
SRS
974
Strong Retirement Solutions
Washington
$896K
FL
975
FreeGulliver LLC
Louisiana
$893K