SPYM

State Street SPDR Portfolio S&P 500 ETF

1,561 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, 718 increasing their positions, 457 reducing their positions, and 56 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 (+$6.33B)

1.2% more ownership

Funds ownership: 70.17%71.37% (+1.2%)

50% less call options, than puts

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

Holders
1,561
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
341
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
UCFA
1026
United Capital Financial Advisors
Texas
$743K
AT
1027
Arlington Trust
Alabama
$742K
ORG
1028
Optimist Retirement Group
Washington
$740K
KA
1029
Kovack Advisors
Florida
$739K
HNW
1030
High Note Wealth
Minnesota
$738K
DC
1031
Defender Capital
North Carolina
$738K
LWANC
1032
Laurel Wealth Advisors (North Carolina)
North Carolina
$737K
SW
1033
SteelPeak Wealth
California
$736K
SFS
1034
Summit Financial Strategies
Ohio
$734K
SIA
1035
Strategic Investment Advisors
Michigan
$730K
MCCP
1036
Mission Creek Capital Partners
California
$721K
MAS
1037
Meeder Advisory Services
Ohio
$720K
SG
1038
StoneX Group
New York
$719K
CWM
1039
Cranbrook Wealth Management
Michigan
$715K
DWM
1040
Defined Wealth Management
Oregon
$715K
KIM
1041
Kestra Investment Management
Texas
$712K
BEC
1042
Blue Edge Capital
Virginia
$706K
CPA
1043
Capital Planning Advisors
California
$705K
CAM
1044
Clarity Asset Management
Iowa
$687K
ADL
1045
Asset Dedication LLC
California
$683K
AL
1046
Aspiriant LLC
California
$676K
BWG
1047
Beta Wealth Group
California
$659K
PWS
1048
Precision Wealth Strategies
Missouri
$650K
ACM
1049
Altrius Capital Management
North Carolina
$649K
KeyBank National Association
1050
KeyBank National Association
Ohio
$646K