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
PEWA
1001
Pacific Excel Wealth Advisors
California
$830K
IFPL
1002
Investments & Financial Planning LLC
Kentucky
$829K
SFA
1003
Souders Financial Advisors
Ohio
$829K
BF
1004
Brooklyn FI
New York
$828K
PFS
1005
Prospera Financial Services
Texas
$827K
AUB
1006
Atlantic Union Bankshares
Virginia
$823K
MFG
1007
Magnus Financial Group
New York
$821K
JIC
1008
Johnson Investment Counsel
Ohio
$818K
EFA
1009
Evernest Financial Advisors
Indiana
$817K
FMWA
1010
Forvis Mazars Wealth Advisors
Missouri
$814K
RAM
1011
Riggs Asset Management
Pennsylvania
$812K
SHJ
1012
Sharkey, Howes & Javer
Colorado
$810K
HTHT
1013
Hemenway Trust Hemenway Trust
New Hampshire
$809K
AMM
1014
American Money Management
California
$803K
CCM
1015
Cutler Capital Management
Massachusetts
$802K
KFI
1016
Key Financial Inc
Pennsylvania
$801K
CFS
1017
Coordinated Financial Services
Colorado
$800K
BFG
1018
Berger Financial Group
Minnesota
$797K
CA
1019
Corrado Advisors
New Jersey
$790K
PFPG
1020
Pinnacle Financial Partners (Georgia)
Georgia
$783K
CB
1021
Chris Bulman
California
$780K
TC
1022
Trilogy Capital
California
$778K
CIG
1023
Cullen Investment Group
Louisiana
$776K
AIA
1024
AssuredPartners Investment Advisors
Florida
$772K
HFS
1025
Hughes Financial Services
Virginia
$770K