We are live on ! Find out more
SPYM

State Street SPDR Portfolio S&P 500 ETF

1,096 hedge funds and large institutions have $31.6B invested in State Street SPDR Portfolio S&P 500 ETF in 2024 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 477 increasing their positions, 403 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 57

52% more call options, than puts

Call options by funds: $17.3M | Put options by funds: $11.4M

18% more repeat investments, than reductions

Existing positions increased: 477 | Existing positions reduced: 403

16% more capital invested

Capital invested by funds: $27.2B → $31.6B (+$4.35B)

4% more funds holding

Funds holding: 1,0541,096 (+42)

2% more funds holding in top 10

Funds holding in top 10: 225230 (+5)

0.91% less ownership

Funds ownership: 69.09%68.18% (-0.91%)

Holders
1,096
Holders Change
+42
Holders Change %
+3.98%
% of All Funds
15.74%
Holding in Top 10
230
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+2.22%
% of All Funds
3.3%
New
106
Increased
477
Reduced
403
Closed
57
Calls
$17.3M
Puts
$11.4M
Net Calls
+$5.91M
Net Calls Change
+$4.99M
Name Holding Trade Value Shares
Change
Change in
Stake
AIA
226
Accelerate Investment Advisors
California
$16.2M +$15.6M +239,546 New
9WM
227
9258 Wealth Management
Ohio
$16.1M -$232K -3,571 -1%
CA
228
CoreCap Advisors
Michigan
$16M +$1.03M +15,908 +7%
RIM
229
Rockbridge Investment Management
New York
$15.9M +$15.3M +235,928 New
AR
230
Apeiron RIA
Texas
$15.8M -$1.81M -27,831 -11%
FF
231
Financial Futures
New Jersey
$15.8M +$534K +8,212 +4%
NRA
232
NSI Retail Advisors
Pennsylvania
$15.7M
KBFS
233
Kohmann Bosshard Financial Services
Ohio
$15.7M -$5.33K -82 -0%
TWM
234
Tradition Wealth Management
Minnesota
$15.6M -$2.35M -36,060 -13%
Corient Private Wealth
235
Corient Private Wealth
Florida
$15.4M +$518K +7,959 +4%
SRSA
236
S.R. Schill & Associates
Washington
$15.4M -$473K -7,266 -3%
T
237
Tidemark
California
$15.2M -$3.43M -52,795 -19%
MA
238
Mutual Advisors
Nebraska
$15M -$201K -3,088 -1%
PSFG
239
Prairie Sky Financial Group
Illinois
$15M +$905K +13,913 +7%
BCI
240
Brinker Capital Investments
Pennsylvania
$14.8M +$55K +846 +0.4%
OPS
241
Orion Portfolio Solutions
Nebraska
$14.8M +$55K +846 +0.4%
WIA
242
World Investment Advisors
California
$14.6M +$3.15M +48,491 +29%
RC
243
RBF Capital
California
$14.5M
T
244
TNF
Montana
$14.5M -$299K -4,594 -2%
BFA
245
Brown Financial Advisors
Ohio
$14.3M +$681K +10,471 +5%
Kovitz Investment Group Partners
246
Kovitz Investment Group Partners
Illinois
$14.2M +$3.94M +60,510 +40%
ESL
247
Endurance Services Ltd
New York
$14.1M
VBFP
248
Valtinson Bruner Financial Planning
Minnesota
$13.9M -$83.1K -1,278 -0.6%
UAS
249
United Asset Strategies
New York
$13.8M -$113K -1,730 -0.8%
AA
250
Advisory Alpha
Michigan
$13.7M -$112K -1,716 -0.8%

SPYM Hedge Fund Activity: Q3 2024 in Review

1,096 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 ETF (SPYM) for Q3 2024, worth a combined $31.6B — up 16% from $27.2B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new SPYM positions and 57 closed out — a net gain of 49 holders — while 477 added to existing stakes and 403 trimmed.

The largest buyer was Invesco, adding an estimated $859M. The largest seller was Strategic Financial Concepts, cutting an estimated $72.4M.

  • 1,096 institutional investors held State Street SPDR Portfolio S&P 500 ETF (SPYM) as of Q3 2024, up from 1,054 in Q2 2024.
  • Funds reported $31.6B of State Street SPDR Portfolio S&P 500 ETF stock for Q3 2024, up 16% quarter-over-quarter.
  • 106 funds opened new State Street SPDR Portfolio S&P 500 ETF positions in Q3 2024 and 57 closed out, a net change of +49 holders.
  • The largest State Street SPDR Portfolio S&P 500 ETF buyer in Q3 2024 was Invesco, an estimated $859M added.
  • The largest State Street SPDR Portfolio S&P 500 ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $72.4M sold.

Based on aggregated 13F filings for Q3 2024.