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
SG
1026
Sankala Group
Colorado
$750K
IA
1027
Inspire Advisors
Idaho
$743K
EAM
1028
Empirical Asset Management
Massachusetts
$743K
UCFA
1029
United Capital Financial Advisors
Texas
$743K
AT
1030
Arlington Trust
Alabama
$742K
ORG
1031
Optimist Retirement Group
Washington
$740K
KA
1032
Kovack Advisors
Florida
$739K
HNW
1033
High Note Wealth
Minnesota
$738K
DC
1034
Defender Capital
North Carolina
$738K
LWANC
1035
Laurel Wealth Advisors (North Carolina)
North Carolina
$737K
SW
1036
SteelPeak Wealth
California
$736K
SFS
1037
Summit Financial Strategies
Ohio
$734K
SIA
1038
Strategic Investment Advisors
Michigan
$730K
MCCP
1039
Mission Creek Capital Partners
California
$721K
MAS
1040
Meeder Advisory Services
Ohio
$720K
SG
1041
StoneX Group
New York
$719K
CWM
1042
Cranbrook Wealth Management
Michigan
$715K
DWM
1043
Defined Wealth Management
Oregon
$715K
KIM
1044
Kestra Investment Management
Texas
$712K
BEC
1045
Blue Edge Capital
Virginia
$706K
CPA
1046
Capital Planning Advisors
California
$705K
CAM
1047
Clarity Asset Management
Iowa
$687K
ADL
1048
Asset Dedication LLC
California
$683K
AL
1049
Aspiriant LLC
California
$676K
BWG
1050
Beta Wealth Group
California
$659K