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
PWM
1251
Prosperity Wealth Management
California
$308K
MWA
1252
Meridian Wealth Advisors
Texas
$306K
VDC
1253
Van Diest Capital
Iowa
$305K
CAM
1254
Chesapeake Asset Management
New York
$304K
FA
1255
FF Advisors
California
$303K
IIA
1256
Integrity Investment Advisors
Colorado
$302K
AllianceBernstein
1257
AllianceBernstein
Tennessee
$302K
MWA
1258
Monograph Wealth Advisors
California
$301K
FCH
1259
Freestone Capital Holdings
Washington
$300K
PCM
1260
Presidio Capital Management
California
$300K
FA
1261
Fountainhead AM
New Jersey
$300K
PRP
1262
Peak Retirement Planning
Ohio
$296K
BWP
1263
Balboa Wealth Partners
Arizona
$296K
CIM
1264
Cambria Investment Management
California
$294K
EFP
1265
Elser Financial Planning
Indiana
$292K
FFA
1266
Founders Financial Alliance
North Carolina
$290K
PGF
1267
Plan Group Financial
Oklahoma
$289K
JJBC
1268
James J. Burns & Company
New York
$287K
ACGA
1269
Atlanta Consulting Group Advisors
Georgia
$286K
CAM
1270
Cresset Asset Management
Illinois
$282K
SWM
1271
SHP Wealth Management
Massachusetts
$282K
TRIA
1272
Trail Ridge Investment Advisors
Colorado
$281K
ML
1273
McAdam LLC
Pennsylvania
$280K
SW
1274
SlateStone Wealth
Florida
$280K
BWA
1275
Boulder Wealth Advisors
Colorado
$280K