We are live on ! Find out more
SPYM

State Street SPDR Portfolio S&P 500 ETF

1,592 hedge funds and large institutions have $85.1B invested in State Street SPDR Portfolio S&P 500 ETF in 2026 Q1 according to their latest regulatory filings, with 134 funds opening new positions, 814 increasing their positions, 462 reducing their positions, and 98 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:

2.29% more ownership

Funds ownership: 71.58%73.87% (+2.3%)

0% more funds holding

Funds holding: 1,5891,592 (+3)

37% less call options, than puts

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

Holders
1,592
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
357
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
IPA
176
Investment Planning Advisors
Georgia
$44.3M
FHA
177
Flagship Harbor Advisors
Massachusetts
$43.8M
FFWA
178
Forthright Family Wealth Advisory
Texas
$43.6M
WWG
179
West Wealth Group
California
$43M
CIA
180
Compass Ion Advisors
Pennsylvania
$42.6M
EMAM
181
Encompass More Asset Management
California
$42.5M
RF
182
RetireMitten Financial
Michigan
$42.4M
HFA
183
Highland Financial Advisors
New Jersey
$42M
WMN
184
Wealth Management Nebraska
Nebraska
$41.7M
IA
185
IFP Advisors
Florida
$41.3M
QFPS
186
Quantum Financial Planning Services
Washington
$41.3M
JWM
187
Jackson Wealth Management
Florida
$41.2M
WCFA
188
Walkner Condon Financial Advisors
Wisconsin
$41.2M
FI
189
Financial Insights
Washington
$41M
AQR Capital Management
190
AQR Capital Management
Connecticut
$40.7M
LFAS
191
Level Four Advisory Services
Texas
$40.5M
BC
192
Bricktown Capital
Michigan
$40.3M
CCFM
193
Clear Creek Financial Management
Washington
$39.9M
FFA
194
Farther Finance Advisors
California
$39.7M
MSWMA
195
Market Street Wealth Management Advisors
Indiana
$39.5M
SFA
196
Sequoia Financial Advisors
Ohio
$39M
CIA
197
Concurrent Investment Advisors
Florida
$38.7M
MFG
198
Macco Financial Group
Wisconsin
$38.4M
BWS
199
Broadway Wealth Solutions
Texas
$37.9M
TAP
200
TSG Advice Partners
Ohio
$37.1M