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SPYM

State Street SPDR Portfolio S&P 500 ETF

1,054 hedge funds and large institutions have $27.2B invested in State Street SPDR Portfolio S&P 500 ETF in 2024 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 473 increasing their positions, 351 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

228% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 39

35% more repeat investments, than reductions

Existing positions increased: 473 | Existing positions reduced: 351

16% more capital invested

Capital invested by funds: $23.5B → $27.2B (+$3.74B)

15% more funds holding in top 10

Funds holding in top 10: 196225 (+29)

8% more funds holding

Funds holding: 9741,054 (+80)

9% more call options, than puts

Call options by funds: $10.7M | Put options by funds: $9.74M

1.39% less ownership

Funds ownership: 70.48%69.09% (-1.4%)

Holders
1,054
Holders Change
+80
Holders Change %
+8.21%
% of All Funds
15.22%
Holding in Top 10
225
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+14.8%
% of All Funds
3.25%
New
128
Increased
473
Reduced
351
Closed
39
Calls
$10.7M
Puts
$9.74M
Net Calls
+$919K
Net Calls Change
+$3.55M
Name Holding Trade Value Shares
Change
Change in
Stake
FGA
226
Fortis Group Advisors
New Jersey
$14.1M +$10.5M +170,436 +343%
BCI
227
Brinker Capital Investments
Pennsylvania
$14M +$1.55M +25,177 +13%
OPS
228
Orion Portfolio Solutions
Nebraska
$14M +$1.55M +25,177 +13%
IFG
229
Independent Financial Group
California
$13.9M +$4.7M +76,381 +54%
T
230
TNF
Montana
$13.8M -$7.68M -124,688 -37%
RC
231
RBF Capital
California
$13.7M
ESL
232
Endurance Services Ltd
New York
$13.4M +$12.8M +208,700 New
PSFG
233
Prairie Sky Financial Group
Illinois
$13.3M +$353K +5,736 +3%
VBFP
234
Valtinson Bruner Financial Planning
Minnesota
$13.3M -$205K -3,333 -2%
UAS
235
United Asset Strategies
New York
$13.2M -$44.9K -729 -0.4%
AA
236
Advisory Alpha
Michigan
$13.1M +$6.59M +107,051 +110%
CWM
237
Centric Wealth Management
Illinois
$13M +$9.12M +148,096 +271%
BFA
238
Brown Financial Advisors
Ohio
$12.9M +$12.4M +201,715 New
SW
239
SkyOak Wealth
Michigan
$12.9M +$100K +1,631 +0.8%
CSPAM
240
Cary Street Partners Asset Management
Virginia
$12.8M +$2.15M +34,921 +21%
FTS
241
Fifth Third Securities
Ohio
$12.3M +$10.7M +173,329 +914%
SA
242
Scarborough Advisors
Maryland
$12.2M +$3.64M +59,161 +45%
JF
243
Jump Financial
Illinois
$12.2M +$11.7M +190,613 New
MERSOM
244
Municipal Employees' Retirement System of Michigan
Michigan
$12.1M +$11.6M +188,321 New
PWPS
245
Pinnacle Wealth Planning Services
Ohio
$11.8M +$121K +1,962 +1%
CAAM
246
Cornerstone Advisors Asset Management
Pennsylvania
$11.7M +$10.2M +166,472 +1,006%
TCM
247
Towercrest Capital Management
Pennsylvania
$11.5M -$354K -5,748 -3%
IRC
248
Investors Research Corp
Georgia
$11.4M +$581K +9,431 +6%
HCM
249
Hollencrest Capital Management
California
$11.2M +$2.65K +43 +0%
O3W
250
Omni 360 Wealth
New Jersey
$11M -$556K -9,026 -5%

SPYM Hedge Fund Activity: Q2 2024 in Review

1,054 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 ETF (SPYM) for Q2 2024, worth a combined $27.2B — up 16% from $23.5B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new SPYM positions and 39 closed out — a net gain of 89 holders — while 473 added to existing stakes and 351 trimmed.

The largest buyer was Betterment LLC, adding an estimated $560M. The largest seller was Mizuho Bank, exiting entirely with an estimated $314M sold.

  • 1,054 institutional investors held State Street SPDR Portfolio S&P 500 ETF (SPYM) as of Q2 2024, up from 974 in Q1 2024.
  • Funds reported $27.2B of State Street SPDR Portfolio S&P 500 ETF stock for Q2 2024, up 16% quarter-over-quarter.
  • 128 funds opened new State Street SPDR Portfolio S&P 500 ETF positions in Q2 2024 and 39 closed out, a net change of +89 holders.
  • The largest State Street SPDR Portfolio S&P 500 ETF buyer in Q2 2024 was Betterment LLC, an estimated $560M added.
  • The largest State Street SPDR Portfolio S&P 500 ETF seller in Q2 2024 was Mizuho Bank, an estimated $314M sold.

Based on aggregated 13F filings for Q2 2024.