SPYM

State Street SPDR Portfolio S&P 500 ETF

1,574 hedge funds and large institutions have $84.8B invested in State Street SPDR Portfolio S&P 500 ETF in 2026 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 803 increasing their positions, 458 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

2.07% more ownership

Funds ownership: 71.58%73.65% (+2.1%)

1% less funds holding

Funds holding: 1,5841,574 (-10)

37% less call options, than puts

Call options by funds: $72.3M | Put options by funds: $115M

Holders
1,574
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
355
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$72.3M
Puts
$115M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWA
126
Lifelong Wealth Advisors
Minnesota
$61.3M
AI
127
Auour Investments
Massachusetts
$60.8M
PWM
128
Penobscot Wealth Management
Maine
$60.8M
DWM
129
Denver Wealth Management
Colorado
$59.1M
ODFS
130
O'Donnell Financial Services
California
$58.6M
PWG
131
Private Wealth Group
Florida
$58.4M
PA
132
Procyon Advisors
Connecticut
$58.1M
WANY
133
Wealthspire Advisors (New York)
New York
$57.5M
Fifth Third Bancorp
134
Fifth Third Bancorp
Ohio
$57.4M
CWM
135
CCG Wealth Management
California
$57.1M
HI
136
Harbour Investments
Wisconsin
$56.8M
CWM
137
Cahaba Wealth Management
Georgia
$56.7M
NPI
138
New Perspectives Inc
Mississippi
$55.9M
WWM
139
Western Wealth Management
Colorado
$54.9M
WA
140
WBH Advisory
Maryland
$54.8M
SCA
141
Snowden Capital Advisors
New York
$54.8M
KFGK
142
Keystone Financial Group (Kentucky)
Kentucky
$54.7M
NA
143
NewEdge Advisors
Louisiana
$54.3M
GWM
144
Geneos Wealth Management
Colorado
$53.8M
Thrivent Financial for Lutherans
145
Thrivent Financial for Lutherans
Minnesota
$53.6M
GWP
146
Gateway Wealth Partners
Wisconsin
$53.2M
TFG
147
Tull Financial Group
Virginia
$52.8M
BlackRock
148
BlackRock
New York
$52.7M
OWA
149
One Wealth Advisors
California
$52.3M
EH
150
Equitable Holdings
New York
$52M