SPYM

State Street SPDR Portfolio S&P 500 ETF

1,574 hedge funds and large institutions have $84.8B invested in State Street SPDR Portfolio S&P 500 ETF in 2026 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 803 increasing their positions, 458 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

2.07% more ownership

Funds ownership: 71.58%73.65% (+2.1%)

1% less funds holding

Funds holding: 1,5841,574 (-10)

37% less call options, than puts

Call options by funds: $72.3M | Put options by funds: $115M

Holders
1,574
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
355
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$72.3M
Puts
$115M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JCM
1101
Jacobi Capital Management
Pennsylvania
$606K
PWS
1102
Precision Wealth Strategies
Missouri
$606K
MPW
1103
Magnolia Private Wealth
Pennsylvania
$601K
AWC
1104
Abundance Wealth Counselors
Pennsylvania
$593K
SFG
1105
Sovereign Financial Group
Connecticut
$587K
AL
1106
Aspiriant LLC
California
$585K
PL
1107
Protective Life
Alabama
$585K
UFA
1108
Unify Financial Advisors
Florida
$585K
CFP
1109
Cypress Financial Planning
New Jersey
$579K
LWP
1110
Laurel Wealth Planning
Minnesota
$579K
OFG
1111
Opulen Financial Group
Virginia
$577K
WWM
1112
Waterway Wealth Management
Texas
$572K
JFG
1113
Jefferies Financial Group
New York
$570K
LC
1114
Lavaca Capital
Texas
$565K
PPWM
1115
PFG Private Wealth Management
Florida
$565K
MWM
1116
Manske Wealth Management
Texas
$562K
CA
1117
Claro Advisors
Massachusetts
$562K
Legacy Financial Group (Iowa)
1118
Legacy Financial Group (Iowa)
Iowa
$562K
KA
1119
Kovack Advisors
Florida
$561K
AI
1120
Accredited Investors
Minnesota
$560K
PFA
1121
Presper Financial Architects
Ohio
$547K
NF
1122
Nikulski Financial
Iowa
$544K
BDPWM
1123
Barnes Dennig Private Wealth Management
Ohio
$542K
TF
1124
Threadgill Financial
Texas
$542K
Fisher Asset Management
1125
Fisher Asset Management
Washington
$540K