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
JCM
1076
Jacobi Capital Management
Pennsylvania
$589K
LC
1077
Lavaca Capital
Texas
$585K
MAM
1078
McLaughlin Asset Management
Illinois
$584K
JFG
1079
Jefferies Financial Group
New York
$581K
CFP
1080
Cypress Financial Planning
New Jersey
$579K
BWA
1081
BlueChip Wealth Advisors
Georgia
$579K
CWM
1082
Centric Wealth Management
Illinois
$577K
Legacy Financial Group (Iowa)
1083
Legacy Financial Group (Iowa)
Iowa
$576K
AG
1084
AlTi Global
New York
$572K
TF
1085
Threadgill Financial
Texas
$566K
CFMC
1086
Curbstone Financial Management Corp
New Hampshire
$562K
PAG
1087
Paladin Advisory Group
Iowa
$561K
PFA
1088
Portland Financial Advisors
New York
$559K
OWM
1089
Orgel Wealth Management
Wisconsin
$559K
WSFG
1090
Wall Street Financial Group
Illinois
$557K
BFM
1091
Boothbay Fund Management
New York
$554K
KFAA
1092
Klaas Financial Asset Advisors
Illinois
$548K
TPA
1093
Trivium Point Advisory
Connecticut
$544K
PWM
1094
Provident Wealth Management
Tennessee
$543K
SEP
1095
Southland Equity Partners
Missouri
$542K
FWM
1096
FSR Wealth Management
Illinois
$532K
ACM
1097
Advisors Capital Management
New Jersey
$531K
M&T Bank
1098
M&T Bank
New York
$531K
WF
1099
Wayfinding Financial
Washington
$529K
HAS
1100
HBW Advisory Services
California
$525K