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
GW
1101
Graetz Wealth
Michigan
$524K
RZH
1102
Relyea Zuckerberg Hanson
Connecticut
$523K
FCM
1103
Fourpath Capital Management
Oklahoma
$519K
FNBOO
1104
First National Bank of Omaha
Nebraska
$518K
TAP
1105
TSG Advice Partners
Ohio
$516K
LFG
1106
Leverty Financial Group
Wisconsin
$511K
CCP
1107
Carmel Capital Partners
California
$510K
VH
1108
Visionary Horizons
Tennessee
$508K
MWM
1109
MY Wealth Management
Maryland
$505K
MPW
1110
Magnolia Private Wealth
Pennsylvania
$505K
WWM
1111
Waterway Wealth Management
Texas
$504K
JAA
1112
Joel Adams & Associates
North Carolina
$503K
DWM
1113
Diversify Wealth Management
Utah
$500K
DWP
1114
Destiny Wealth Partners
Florida
$500K
IAN
1115
Integrated Advisors Network
Texas
$500K
MAMG
1116
Milestone Asset Management Group
Connecticut
$499K
GTAM
1117
Global Trust Asset Management
Florida
$498K
NG
1118
Northstar Group
New York
$495K
FCA
1119
FLC Capital Advisors
California
$493K
LWA
1120
Lantern Wealth Advisors
New York
$491K
CPC
1121
Consolidated Planning Corp
Georgia
$490K
IF
1122
Ironwood Financial
Arizona
$489K
FCC
1123
Flower City Capital
New York
$489K
TCOTS
1124
Trust Company of the South
North Carolina
$488K
PAW
1125
Plan A Wealth
Nebraska
$487K