At Holdings Channel, we have reviewed the latest batch of the 55 most recent 13F filings for the 06/30/2026 reporting period, and noticed that SPDR Series Trust - State Street SPDR Portfolio S&P 500 ETF (Symbol: SPYM) was held by 23 of these funds. When hedge fund managers appear to be thinking alike, we find it is a good idea to take a closer look.
Before we proceed, it is important to point out that 13F filings do not tell the whole story, because these funds are only required to disclose their long positions with the SEC, but are not required to disclose their short positions. A fund making a bearish bet against a stock by shorting calls, for example, might also be long some amount of stock as they trade around their overall bearish position. This long component could show up in a 13F filing and everyone might assume the fund is bullish, but this tells only part of the story because the bearish/short side of the position is not seen.
Having given that caveat, we believe that looking at groups of 13F filings can be revealing, especially when comparing one holding period to another. Below, let's take a look at the change in SPYM positions, for this latest batch of 13F filers:
In terms of shares owned, we count 10 of the above funds having increased existing SPYM positions from 03/31/2026 to 06/30/2026, with 1 having decreased their position and 11 new positions.
Looking beyond these particular funds in this one batch of most recent filers, we tallied up the SPYM share count in the aggregate among all of the funds which held SPYM at the 06/30/2026 reporting period (out of the 898 we looked at in total). We then compared that number to the sum total of SPYM shares those same funds held back at the 03/31/2026 period, to see how the aggregate share count held by hedge funds has moved for SPYM. We found that between these two periods, funds increased their holdings by 2,780,709 shares in the aggregate, from 27,006,097 up to 29,786,806 for a share count increase of approximately 10.30%. The overall top three funds holding SPYM on 06/30/2026 were:
| » | Fund | Shares of SPYM Held |
|---|---|---|
| 1. | Gradient Investments LLC | 4,474,804 |
| 2. | Wealthcare Advisory Partners LLC | 4,391,034 |
| 3. | Ocean Park Asset Management LLC | 1,989,605 |
| 4-10 | Find out the full Top 10 Hedge Funds Holding SPYM | » |
We'll keep following the latest 13F filings by hedge fund managers and bring you interesting stories derived from a look at the aggregate information across groups of managers between filing periods. While looking at individual 13F filings can sometimes be misleading due to the long-only nature of the information, the sum total across groups of funds from one reporting period to another can be a lot more revealing and relevant, providing interesting stock ideas that merit further research, like SPDR Series Trust - State Street SPDR Portfolio S&P 500 ETF (Symbol: SPYM).
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
