SPYM

State Street SPDR Portfolio S&P 500 ETF

1,568 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 234 funds opening new positions, 720 increasing their positions, 459 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)

1.24% more ownership

Funds ownership: 70.21%71.46% (+1.2%)

50% less call options, than puts

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

Holders
1,568
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
AF
1226
Amara Financial
California
$331K
S
1227
SignatureFD
Georgia
$331K
SEP
1228
Signature Equity Partners
Ohio
$331K
SW
1229
Schulz Wealth
Texas
$330K
SWM
1230
Selby Wealth Management
California
$328K
CAM
1231
Concorde Asset Management
Michigan
$325K
AA
1232
Apriem Advisors
California
$324K
OCG
1233
Opus Capital Group
Ohio
$324K
FG
1234
Fiduciary Group
Georgia
$324K
WFC
1235
Western Financial Corp
California
$322K
ATC
1236
Argent Trust Co
Tennessee
$322K
SP
1237
Successful Portfolios
Florida
$321K
ZF
1238
Zhang Financial
Michigan
$320K
VPIM
1239
Vanguard Personalized Indexing Management
California
$319K
JWA
1240
JFS Wealth Advisors
Pennsylvania
$318K
HAC
1241
Harbor Advisory Corp
New Hampshire
$316K
BFP
1242
Briaud Financial Planning
Texas
$313K
SAS
1243
SMI Advisory Services
Indiana
$312K
IRP
1244
Investment Research Partners
Pennsylvania
$311K
PCS
1245
Private Client Services
Kentucky
$311K
EWM
1246
Empirical Wealth Management
Washington
$309K
EIA
1247
Edgemoor Investment Advisors
Maryland
$309K
BLFG
1248
Brian Low Financial Group
Louisiana
$308K
PWM
1249
Prosperity Wealth Management
California
$308K
MWA
1250
Meridian Wealth Advisors
Texas
$306K