SPYM

State Street SPDR Portfolio S&P 500 ETF

1,571 hedge funds and large institutions have $68.5B invested in State Street SPDR Portfolio S&P 500 ETF in 2025 Q4 according to their latest regulatory filings, with 236 funds opening new positions, 720 increasing their positions, 460 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 → $68.5B (+$6.37B)

1.25% more ownership

Funds ownership: 70.22%71.46% (+1.2%)

50% less call options, than puts

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

Holders
1,571
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
344
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
SAG
1226
SageView Advisory Group
California
$332K
TFO
1227
Tarbox Family Office
California
$332K
AF
1228
Amara Financial
California
$331K
S
1229
SignatureFD
Georgia
$331K
SEP
1230
Signature Equity Partners
Ohio
$331K
SW
1231
Schulz Wealth
Texas
$330K
SWM
1232
Selby Wealth Management
California
$328K
CAM
1233
Concorde Asset Management
Michigan
$325K
AA
1234
Apriem Advisors
California
$324K
OCG
1235
Opus Capital Group
Ohio
$324K
FG
1236
Fiduciary Group
Georgia
$324K
WFC
1237
Western Financial Corp
California
$322K
ATC
1238
Argent Trust Co
Tennessee
$322K
SP
1239
Successful Portfolios
Florida
$321K
ZF
1240
Zhang Financial
Michigan
$320K
VPIM
1241
Vanguard Personalized Indexing Management
California
$319K
JWA
1242
JFS Wealth Advisors
Pennsylvania
$318K
HAC
1243
Harbor Advisory Corp
New Hampshire
$316K
BFP
1244
Briaud Financial Planning
Texas
$313K
SAS
1245
SMI Advisory Services
Indiana
$312K
IRP
1246
Investment Research Partners
Pennsylvania
$311K
PCS
1247
Private Client Services
Kentucky
$311K
EWM
1248
Empirical Wealth Management
Washington
$309K
EIA
1249
Edgemoor Investment Advisors
Maryland
$309K
BLFG
1250
Brian Low Financial Group
Louisiana
$308K