SPYM

State Street SPDR Portfolio S&P 500 ETF

1,571 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 236 funds opening new positions, 720 increasing their positions, 460 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)

1.25% more ownership

Funds ownership: 70.22%71.46% (+1.2%)

50% less call options, than puts

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

Holders
1,571
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
AIA
1026
AssuredPartners Investment Advisors
Florida
$772K
HFS
1027
Hughes Financial Services
Virginia
$770K
CIBC World Market
1028
CIBC World Market
Ontario, Canada
$760K
RW
1029
Regimen Wealth
Georgia
$752K
SG
1030
Sankala Group
Colorado
$750K
IA
1031
Inspire Advisors
Idaho
$743K
EAM
1032
Empirical Asset Management
Massachusetts
$743K
UCFA
1033
United Capital Financial Advisors
Texas
$743K
AT
1034
Arlington Trust
Alabama
$742K
ORG
1035
Optimist Retirement Group
Washington
$740K
KA
1036
Kovack Advisors
Florida
$739K
HNW
1037
High Note Wealth
Minnesota
$738K
DC
1038
Defender Capital
North Carolina
$738K
LWANC
1039
Laurel Wealth Advisors (North Carolina)
North Carolina
$737K
SW
1040
SteelPeak Wealth
California
$736K
SFS
1041
Summit Financial Strategies
Ohio
$734K
SIA
1042
Strategic Investment Advisors
Michigan
$730K
MCCP
1043
Mission Creek Capital Partners
California
$721K
MAS
1044
Meeder Advisory Services
Ohio
$720K
SG
1045
StoneX Group
New York
$719K
CWM
1046
Cranbrook Wealth Management
Michigan
$715K
DWM
1047
Defined Wealth Management
Oregon
$715K
KIM
1048
Kestra Investment Management
Texas
$712K
BEC
1049
Blue Edge Capital
Virginia
$706K
CPA
1050
Capital Planning Advisors
California
$705K