SPYM

State Street SPDR Portfolio S&P 500 ETF

1,565 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, 720 increasing their positions, 458 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 → $68.4B (+$6.34B)

1.21% more ownership

Funds ownership: 70.21%71.42% (+1.2%)

50% less call options, than puts

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

Holders
1,565
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
342
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
SW
1226
Schulz Wealth
Texas
$330K
SWM
1227
Selby Wealth Management
California
$328K
CAM
1228
Concorde Asset Management
Michigan
$325K
AA
1229
Apriem Advisors
California
$324K
OCG
1230
Opus Capital Group
Ohio
$324K
FG
1231
Fiduciary Group
Georgia
$324K
WFC
1232
Western Financial Corp
California
$322K
ATC
1233
Argent Trust Co
Tennessee
$322K
SP
1234
Successful Portfolios
Florida
$321K
ZF
1235
Zhang Financial
Michigan
$320K
VPIM
1236
Vanguard Personalized Indexing Management
California
$319K
JWA
1237
JFS Wealth Advisors
Pennsylvania
$318K
HAC
1238
Harbor Advisory Corp
New Hampshire
$316K
BFP
1239
Briaud Financial Planning
Texas
$313K
SAS
1240
SMI Advisory Services
Indiana
$312K
IRP
1241
Investment Research Partners
Pennsylvania
$311K
PCS
1242
Private Client Services
Kentucky
$311K
EWM
1243
Empirical Wealth Management
Washington
$309K
EIA
1244
Edgemoor Investment Advisors
Maryland
$309K
BLFG
1245
Brian Low Financial Group
Louisiana
$308K
PWM
1246
Prosperity Wealth Management
California
$308K
MWA
1247
Meridian Wealth Advisors
Texas
$306K
VDC
1248
Van Diest Capital
Iowa
$305K
CAM
1249
Chesapeake Asset Management
New York
$304K
FA
1250
FF Advisors
California
$303K