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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
CWG
201
Crown Wealth Group
North Carolina
$37.1M
SWM
202
SFG Wealth Management
Maryland
$36.3M
CFS
203
Compass Financial Services
Iowa
$36.3M
RIS
204
Richmond Investment Services
Wisconsin
$36M
FA
205
Fiduciary Alliance
South Carolina
$35.8M
AllianceBernstein
206
AllianceBernstein
Tennessee
$34.9M
NRI
207
NFP Retirement Inc
California
$34.7M
IFG
208
Independent Financial Group
California
$34.6M
MHWM
209
Montz Harcus Wealth Management
Louisiana
$34.4M
RWP
210
Ridgeline Wealth Planning
Ohio
$34.3M
EIA
211
Eldridge Investment Advisors
New Hampshire
$34.3M
CSP
212
Cary Street Partners
Virginia
$34M
AAS
213
Asset Allocation Strategies
Michigan
$33.7M
HBFP
214
Henderson Brothers Financial Partners
Pennsylvania
$33.7M
PA
215
PFG Advisors
Arizona
$33.4M
MFG
216
Merit Financial Group
Georgia
$33.1M
FFA
217
Fragasso Financial Advisors
Pennsylvania
$33M
Lido Advisors
218
Lido Advisors
California
$32.6M
SP
219
Stonebrook Private
Michigan
$32.5M
MGIA
220
Moneta Group Investment Advisors
Missouri
$32.3M
KLI
221
Kelman-Lazarov Inc
Tennessee
$32.2M
LWL
222
Leo Wealth LLC
Texas
$32.1M
KFP
223
KMG Fiduciary Partners
Ohio
$31.9M
BAG
224
Bauman Advisory Group
Nevada
$31.8M
SW
225
Simplicity Wealth
New Jersey
$31.7M