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
CFS
201
Compass Financial Services
Iowa
$36.3M
RIS
202
Richmond Investment Services
Wisconsin
$36M
FA
203
Fiduciary Alliance
South Carolina
$35.8M
AllianceBernstein
204
AllianceBernstein
Tennessee
$34.9M
NRI
205
NFP Retirement Inc
California
$34.7M
IFG
206
Independent Financial Group
California
$34.6M
MHWM
207
Montz Harcus Wealth Management
Louisiana
$34.4M
RWP
208
Ridgeline Wealth Planning
Ohio
$34.3M
EIA
209
Eldridge Investment Advisors
New Hampshire
$34.3M
CSP
210
Cary Street Partners
Virginia
$34M
AAS
211
Asset Allocation Strategies
Michigan
$33.7M
HBFP
212
Henderson Brothers Financial Partners
Pennsylvania
$33.7M
PA
213
PFG Advisors
Arizona
$33.4M
MFG
214
Merit Financial Group
Georgia
$33.1M
FFA
215
Fragasso Financial Advisors
Pennsylvania
$33M
Lido Advisors
216
Lido Advisors
California
$32.6M
SP
217
Stonebrook Private
Michigan
$32.5M
MGIA
218
Moneta Group Investment Advisors
Missouri
$32.3M
KLI
219
Kelman-Lazarov Inc
Tennessee
$32.2M
LWL
220
Leo Wealth LLC
Texas
$32.1M
KFP
221
KMG Fiduciary Partners
Ohio
$31.9M
BAG
222
Bauman Advisory Group
Nevada
$31.8M
SW
223
Simplicity Wealth
New Jersey
$31.7M
VOYA Investment Management
224
VOYA Investment Management
Georgia
$31.1M
ABTD
225
Arvest Bank Trust Division
Oklahoma
$31.1M