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
FFWA
176
Forthright Family Wealth Advisory
Texas
$43.6M
WWG
177
West Wealth Group
California
$43M
CIA
178
Compass Ion Advisors
Pennsylvania
$42.6M
EMAM
179
Encompass More Asset Management
California
$42.5M
RF
180
RetireMitten Financial
Michigan
$42.4M
HFA
181
Highland Financial Advisors
New Jersey
$42M
WMN
182
Wealth Management Nebraska
Nebraska
$41.7M
IA
183
IFP Advisors
Florida
$41.3M
QFPS
184
Quantum Financial Planning Services
Washington
$41.3M
JWM
185
Jackson Wealth Management
Florida
$41.2M
WCFA
186
Walkner Condon Financial Advisors
Wisconsin
$41.2M
FI
187
Financial Insights
Washington
$41M
AQR Capital Management
188
AQR Capital Management
Connecticut
$40.7M
LFAS
189
Level Four Advisory Services
Texas
$40.5M
BC
190
Bricktown Capital
Michigan
$40.3M
CCFM
191
Clear Creek Financial Management
Washington
$39.9M
FFA
192
Farther Finance Advisors
California
$39.7M
MSWMA
193
Market Street Wealth Management Advisors
Indiana
$39.5M
SFA
194
Sequoia Financial Advisors
Ohio
$39M
CIA
195
Concurrent Investment Advisors
Florida
$38.7M
MFG
196
Macco Financial Group
Wisconsin
$38.4M
BWS
197
Broadway Wealth Solutions
Texas
$37.9M
TAP
198
TSG Advice Partners
Ohio
$37.1M
CWG
199
Crown Wealth Group
North Carolina
$37.1M
SWM
200
SFG Wealth Management
Maryland
$36.3M