SPYM

State Street SPDR Portfolio S&P 500 ETF

1,542 hedge funds and large institutions have $68.3B invested in State Street SPDR Portfolio S&P 500 ETF in 2025 Q4 according to their latest regulatory filings, with 219 funds opening new positions, 717 increasing their positions, 454 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 capital invested

Capital invested by funds: $ → $

9% more funds holding

Funds holding: 1,4131,542 (+129)

1.1% more ownership

Funds ownership: 70.14%71.24% (+1.1%)

50% less call options, than puts

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

Holders
1,542
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
337
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
Kovitz Investment Group Partners
1201
Kovitz Investment Group Partners
Illinois
$334K
SAG
1202
SageView Advisory Group
California
$332K
TFO
1203
Tarbox Family Office
California
$332K
AF
1204
Amara Financial
California
$331K
S
1205
SignatureFD
Georgia
$331K
SEP
1206
Signature Equity Partners
Ohio
$331K
SW
1207
Schulz Wealth
Texas
$330K
SWM
1208
Selby Wealth Management
California
$328K
CAM
1209
Concorde Asset Management
Michigan
$325K
AA
1210
Apriem Advisors
California
$324K
OCG
1211
Opus Capital Group
Ohio
$324K
FG
1212
Fiduciary Group
Georgia
$324K
WFC
1213
Western Financial Corp
California
$322K
ATC
1214
Argent Trust Co
Tennessee
$322K
SP
1215
Successful Portfolios
Florida
$321K
ZF
1216
Zhang Financial
Michigan
$320K
VPIM
1217
Vanguard Personalized Indexing Management
California
$319K
JWA
1218
JFS Wealth Advisors
Pennsylvania
$318K
HAC
1219
Harbor Advisory Corp
New Hampshire
$316K
BFP
1220
Briaud Financial Planning
Texas
$313K
SAS
1221
SMI Advisory Services
Indiana
$312K
IRP
1222
Investment Research Partners
Pennsylvania
$311K
PCS
1223
Private Client Services
Kentucky
$311K
EWM
1224
Empirical Wealth Management
Washington
$309K
EIA
1225
Edgemoor Investment Advisors
Maryland
$309K