SPYM

State Street SPDR Portfolio S&P 500 ETF

1,585 hedge funds and large institutions have $68.6B invested in State Street SPDR Portfolio S&P 500 ETF in 2025 Q4 according to their latest regulatory filings, with 245 funds opening new positions, 720 increasing their positions, 465 reducing their positions, and 57 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 → $68.6B (+$6.45B)

1.32% more ownership

Funds ownership: 70.26%71.58% (+1.3%)

50% less call options, than puts

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

Holders
1,585
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
346
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
BAG
201
Bauman Advisory Group
Nevada
$35.8M
MHWM
202
Montz Harcus Wealth Management
Louisiana
$35.3M
LA
203
LVW Advisors
New York
$34.8M
MGIA
204
Moneta Group Investment Advisors
Missouri
$34.4M
HGWM
205
Horst & Graben Wealth Management
Oregon
$34M
PWA
206
Physician Wealth Advisors
Utah
$33.4M
NRI
207
NFP Retirement Inc
California
$33.2M
LWL
208
Leo Wealth LLC
Texas
$33.2M
CIC
209
Carnegie Investment Counsel
Ohio
$33.1M
HBT
210
Hills Bank & Trust
Iowa
$33M
MFG
211
Macco Financial Group
Wisconsin
$32.9M
KLI
212
Kelman-Lazarov Inc
Tennessee
$32.9M
IFG
213
Independent Financial Group
California
$32.7M
EIA
214
Eldridge Investment Advisors
New Hampshire
$32.7M
VOYA Investment Management
215
VOYA Investment Management
Georgia
$32.6M
SA
216
Scarborough Advisors
Maryland
$32M
American Century Companies
217
American Century Companies
Missouri
$31.7M
CIM
218
Capital Investment Management
Missouri
$31M
Bank of Nova Scotia
219
Bank of Nova Scotia
Ontario, Canada
$30.8M
BCI
220
Brinker Capital Investments
Pennsylvania
$30.6M
SWM
221
Segment Wealth Management
Texas
$29.9M
AFP
222
Ausdal Financial Partners
Iowa
$29.5M
CWS
223
Cypress Wealth Services
California
$29.5M
LGW
224
Leslie Global Wealth
Illinois
$29.2M
Cerity Partners
225
Cerity Partners
New York
$29.2M