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
IIA
1251
Integrity Investment Advisors
Colorado
$302K
AllianceBernstein
1252
AllianceBernstein
Tennessee
$302K
MWA
1253
Monograph Wealth Advisors
California
$301K
FCH
1254
Freestone Capital Holdings
Washington
$300K
PCM
1255
Presidio Capital Management
California
$300K
FA
1256
Fountainhead AM
New Jersey
$300K
PRP
1257
Peak Retirement Planning
Ohio
$296K
BWP
1258
Balboa Wealth Partners
Arizona
$296K
CIM
1259
Cambria Investment Management
California
$294K
EFP
1260
Elser Financial Planning
Indiana
$292K
FFA
1261
Founders Financial Alliance
North Carolina
$290K
PGF
1262
Plan Group Financial
Oklahoma
$289K
JJBC
1263
James J. Burns & Company
New York
$287K
ACGA
1264
Atlanta Consulting Group Advisors
Georgia
$286K
CAM
1265
Cresset Asset Management
Illinois
$282K
SWM
1266
SHP Wealth Management
Massachusetts
$282K
TRIA
1267
Trail Ridge Investment Advisors
Colorado
$281K
ML
1268
McAdam LLC
Pennsylvania
$280K
SW
1269
SlateStone Wealth
Florida
$280K
BWA
1270
Boulder Wealth Advisors
Colorado
$280K
RF
1271
Rossby Financial
Florida
$276K
PMG
1272
ProVise Management Group
Florida
$275K
CF
1273
Claris Financial
Virginia
$274K
GWMIA
1274
Global Wealth Management Investment Advisory
Florida
$273K
PNAA
1275
Pictet North America Advisors
Switzerland
$270K