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
SFA
1001
Souders Financial Advisors
Ohio
$829K
BF
1002
Brooklyn FI
New York
$828K
PFS
1003
Prospera Financial Services
Texas
$827K
AUB
1004
Atlantic Union Bankshares
Virginia
$823K
MFG
1005
Magnus Financial Group
New York
$821K
JIC
1006
Johnson Investment Counsel
Ohio
$818K
EFA
1007
Evernest Financial Advisors
Indiana
$817K
FMWA
1008
Forvis Mazars Wealth Advisors
Missouri
$814K
RAM
1009
Riggs Asset Management
Pennsylvania
$812K
SHJ
1010
Sharkey, Howes & Javer
Colorado
$810K
HTHT
1011
Hemenway Trust Hemenway Trust
New Hampshire
$809K
AMM
1012
American Money Management
California
$803K
CCM
1013
Cutler Capital Management
Massachusetts
$802K
KFI
1014
Key Financial Inc
Pennsylvania
$801K
CFS
1015
Coordinated Financial Services
Colorado
$800K
BFG
1016
Berger Financial Group
Minnesota
$797K
CA
1017
Corrado Advisors
New Jersey
$790K
PFPG
1018
Pinnacle Financial Partners (Georgia)
Georgia
$783K
CB
1019
Chris Bulman
California
$780K
TC
1020
Trilogy Capital
California
$778K
CIG
1021
Cullen Investment Group
Louisiana
$776K
AIA
1022
AssuredPartners Investment Advisors
Florida
$772K
HFS
1023
Hughes Financial Services
Virginia
$770K
CIBC World Market
1024
CIBC World Market
Ontario, Canada
$760K
RW
1025
Regimen Wealth
Georgia
$752K