SPYM

State Street SPDR Portfolio S&P 500 ETF

1,561 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, 718 increasing their positions, 457 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 funds holding

Funds holding:

10% more capital invested

Capital invested by funds: $62.1B → $68.4B (+$6.33B)

1.2% more ownership

Funds ownership: 70.17%71.37% (+1.2%)

50% less call options, than puts

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

Holders
1,561
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
341
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
AA
1226
Apriem Advisors
California
$324K
OCG
1227
Opus Capital Group
Ohio
$324K
FG
1228
Fiduciary Group
Georgia
$324K
WFC
1229
Western Financial Corp
California
$322K
ATC
1230
Argent Trust Co
Tennessee
$322K
SP
1231
Successful Portfolios
Florida
$321K
ZF
1232
Zhang Financial
Michigan
$320K
VPIM
1233
Vanguard Personalized Indexing Management
California
$319K
JWA
1234
JFS Wealth Advisors
Pennsylvania
$318K
HAC
1235
Harbor Advisory Corp
New Hampshire
$316K
BFP
1236
Briaud Financial Planning
Texas
$313K
SAS
1237
SMI Advisory Services
Indiana
$312K
IRP
1238
Investment Research Partners
Pennsylvania
$311K
PCS
1239
Private Client Services
Kentucky
$311K
EWM
1240
Empirical Wealth Management
Washington
$309K
EIA
1241
Edgemoor Investment Advisors
Maryland
$309K
BLFG
1242
Brian Low Financial Group
Louisiana
$308K
MWA
1243
Meridian Wealth Advisors
Texas
$306K
VDC
1244
Van Diest Capital
Iowa
$305K
CAM
1245
Chesapeake Asset Management
New York
$304K
FA
1246
FF Advisors
California
$303K
IIA
1247
Integrity Investment Advisors
Colorado
$302K
AllianceBernstein
1248
AllianceBernstein
Tennessee
$302K
MWA
1249
Monograph Wealth Advisors
California
$301K
FCH
1250
Freestone Capital Holdings
Washington
$300K