SPYM

State Street SPDR Portfolio S&P 500 ETF

1,575 hedge funds and large institutions have $84.8B invested in State Street SPDR Portfolio S&P 500 ETF in 2026 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 804 increasing their positions, 458 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

2.09% more ownership

Funds ownership: 71.58%73.67% (+2.1%)

1% less funds holding

Funds holding: 1,5841,575 (-9)

37% less call options, than puts

Call options by funds: $72.3M | Put options by funds: $115M

Holders
1,575
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
355
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$72.3M
Puts
$115M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SA
976
Stewardship Advisors
Pennsylvania
$934K
OWM
977
Orgel Wealth Management
Wisconsin
$933K
CWS
978
Confluence Wealth Services
Pennsylvania
$933K
AWM
979
Athena Wealth Management
Nevada
$932K
GSC
980
G&S Capital
Colorado
$926K
FP
981
Fiduciary Planning
Florida
$924K
FOA
982
Five Oceans Advisors
California
$917K
I
983
INVST
Indiana
$915K
BI
984
Beckerman Institutional
New Jersey
$915K
MWM
985
McMill Wealth Management
Nebraska
$905K
BTWM
986
Baker Tilly Wealth Management
Wisconsin
$903K
SAM
987
Smith Asset Management
Florida
$903K
CA
988
Clearstead Advisors
Ohio
$901K
NLWP
989
Next Level Wealth Planning
Idaho
$895K
RWM
990
Rockwood Wealth Management
Pennsylvania
$895K
TFCP
991
Twin Focus Capital Partners
Massachusetts
$892K
VIP
992
Vantage Investment Partners
Missouri
$891K
PF
993
PlanVest Financial
Maryland
$884K
TWC
994
TD Waterhouse Canada
Ontario, Canada
$879K
PEWA
995
Pacific Excel Wealth Advisors
California
$877K
T
996
Transce3nd
Texas
$871K
TWM
997
Troutman Wealth Management
Pennsylvania
$867K
CCP
998
Carmel Capital Partners
California
$866K
AWM
999
Avior Wealth Management
Nebraska
$865K
SL
1000
SFM LLC
New Hampshire
$861K