SPYM

State Street SPDR Portfolio S&P 500 ETF

1,561 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, 718 increasing their positions, 457 reducing their positions, and 56 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 (+$6.33B)

1.2% more ownership

Funds ownership: 70.17%71.37% (+1.2%)

50% less call options, than puts

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

Holders
1,561
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
341
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
GIA
151
Gladstone Institutional Advisory
Florida
$49.2M
BCM
152
Brookstone Capital Management
Illinois
$48.6M
PA
153
PSI Advisors
Florida
$48.5M
CWM
154
Cornerstone Wealth Management
Missouri
$48.3M
LSWP
155
Liberty Square Wealth Partners
Pennsylvania
$48.2M
AAG
156
Armstrong Advisory Group
Massachusetts
$47.9M
Principal Financial Group
157
Principal Financial Group
Iowa
$47.8M
SFP
158
Strategic Financial Partners
Oregon
$47.6M
EH
159
Equitable Holdings
New York
$46.8M
OWA
160
One Wealth Advisors
California
$46.6M
FHC
161
First Heartland Consultants
Missouri
$46.6M
CIA
162
Compass Ion Advisors
Pennsylvania
$46.4M
WA
163
Waverly Advisors
Alabama
$46.3M
SFA
164
Sequoia Financial Advisors
Ohio
$44.8M
PBF
165
Petix & Botte Financial
California
$44.8M
GWM
166
Geneos Wealth Management
Colorado
$44.3M
IA
167
IFP Advisors
Florida
$44.2M
RIM
168
Rockbridge Investment Management
New York
$43.4M
FHA
169
Flagship Harbor Advisors
Massachusetts
$43.4M
C1AG
170
Client 1st Advisory Group
Florida
$42.7M
JWM
171
Jackson Wealth Management
Florida
$42.6M
IPA
172
Investment Planning Advisors
Georgia
$42M
KFGK
173
Keystone Financial Group (Kentucky)
Kentucky
$42M
MA
174
MONECO Advisors
Connecticut
$41.9M
SCM
175
SOL Capital Management
Maryland
$41.6M