SPYM

State Street SPDR Portfolio S&P 500 ETF

1,565 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, 720 increasing their positions, 458 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 → $68.4B (+$6.34B)

1.21% more ownership

Funds ownership: 70.21%71.42% (+1.2%)

50% less call options, than puts

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

Holders
1,565
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
342
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
MHWM
201
Montz Harcus Wealth Management
Louisiana
$35.3M
LA
202
LVW Advisors
New York
$34.8M
MGIA
203
Moneta Group Investment Advisors
Missouri
$34.4M
HGWM
204
Horst & Graben Wealth Management
Oregon
$34M
PWA
205
Physician Wealth Advisors
Utah
$33.4M
NRI
206
NFP Retirement Inc
California
$33.2M
LWL
207
Leo Wealth LLC
Texas
$33.2M
CIC
208
Carnegie Investment Counsel
Ohio
$33.1M
HBT
209
Hills Bank & Trust
Iowa
$33M
MFG
210
Macco Financial Group
Wisconsin
$32.9M
KLI
211
Kelman-Lazarov Inc
Tennessee
$32.9M
EIA
212
Eldridge Investment Advisors
New Hampshire
$32.7M
VOYA Investment Management
213
VOYA Investment Management
Georgia
$32.6M
SA
214
Scarborough Advisors
Maryland
$32M
American Century Companies
215
American Century Companies
Missouri
$31.7M
Bank of Nova Scotia
216
Bank of Nova Scotia
Ontario, Canada
$30.8M
BCI
217
Brinker Capital Investments
Pennsylvania
$30.6M
SWM
218
Segment Wealth Management
Texas
$29.9M
AFP
219
Ausdal Financial Partners
Iowa
$29.5M
CWS
220
Cypress Wealth Services
California
$29.5M
LGW
221
Leslie Global Wealth
Illinois
$29.2M
Cerity Partners
222
Cerity Partners
New York
$29.2M
KWA
223
Kingswood Wealth Advisors
California
$29.1M
LFAS
224
Level Four Advisory Services
Texas
$29.1M
Bank of Montreal
225
Bank of Montreal
Ontario, Canada
$28.9M