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
SGWM
101
Sterling Group Wealth Management
California
$82.6M
ODIJL
102
One Day In July LLC
Vermont
$81.1M
AWE
103
Avidian Wealth Enterprises
Texas
$80.4M
OFS
104
OneAscent Financial Services
Alabama
$77.4M
IA
105
Integrity Alliance
Iowa
$77.2M
SAW
106
Signal Advisors Wealth
Michigan
$76.8M
SFS
107
Solitude Financial Services
Virginia
$75M
TA
108
Tectonic Advisors
Texas
$74.7M
IF
109
Intrua Financial
Texas
$74.2M
VPP
110
Vertex Planning Partners
Illinois
$72.7M
NEWAS
111
N.E.W. Advisory Services
Wisconsin
$72.3M
ES
112
Eagle Strategies
New York
$71.7M
LEFP
113
Leading Edge Financial Planning
Tennessee
$70M
Mercer Global Advisors
114
Mercer Global Advisors
Colorado
$68.2M
DA
115
Detalus Advisors
Missouri
$67.1M
Janus Henderson Group
116
Janus Henderson Group
United Kingdom
$66.8M
PS
117
Principal Securities
Iowa
$66.3M
TLIC
118
Taiyo Life Insurance Company
Japan
$65.5M
SAM
119
Standpoint Asset Management
Arizona
$65.4M
DAS
120
Dynamic Advisor Solutions
Arizona
$65.2M
Bank of New York Mellon
121
Bank of New York Mellon
New York
$64.8M
IWP
122
IAG Wealth Partners
Wisconsin
$64.8M
KV
123
Kickstand Ventures
New York
$63.4M
CPA
124
Capital Performance Advisors
California
$61.5M
PCM
125
Penserra Capital Management
California
$61.5M