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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
Truist Financial
251
Truist Financial
North Carolina
$10.8M -$760K -12,349 -7%
MSRI
252
Michael S. Ryan Inc
New York
$10.8M +$887K +14,403 +9%
WIA
253
World Investment Advisors
California
$10.8M +$9.81M +159,348 +1,817%
GG
254
GenWealth Group
New Jersey
$10.8M +$65K +1,056 +0.6%
FWP
255
Firethorn Wealth Partners
Georgia
$10.5M -$2.75M -44,643 -21%
AF
256
Apollon Financial
South Carolina
$10.5M -$857K -13,922 -8%
BWG
257
Beta Wealth Group
California
$10.4M +$372K +6,044 +4%
MFS
258
McNamara Financial Services
Massachusetts
$10.4M +$908K +14,754 +10%
BNP Paribas Financial Markets
259
BNP Paribas Financial Markets
France
$10.4M +$3.01M +48,827 +43%
SW
260
Simplicity Wealth
New Jersey
$10.2M +$834K +13,553 +9%
Pathstone Holdings
261
Pathstone Holdings
New Jersey
$10.2M -$950K -15,434 -9%
AA
262
Axiom Advisory
California
$10.2M +$10.2M +165,108 New
AWA
263
Arete Wealth Advisors
Illinois
$10.1M +$257K +4,179 +3%
RCAG
264
Rehmann Capital Advisory Group
Michigan
$10.1M +$1.58M +25,623 +19%
FAIM
265
Financial Advocates Investment Management
Washington
$10M +$249K +4,047 +3%
BOC
266
Bull Oak Capital
California
$9.99M -$1.31M -21,303 -12%
NC
267
NovaPoint Capital
Georgia
$9.97M +$63.7K +1,034 +0.7%
AWM
268
Adams Wealth Management
Utah
$9.97M +$1.18M +19,110 +14%
CI
269
CacheTech Inc
Utah
$9.97M +$9.59M +155,824 New
AWMG
270
Alliance Wealth Management Group
New Jersey
$9.82M -$323K -5,253 -3%
MSA
271
Marathon Strategic Advisors
Pennsylvania
$9.81M -$340K -5,521 -3%
Kovitz Investment Group Partners
272
Kovitz Investment Group Partners
Illinois
$9.65M +$298K +4,833 +3%
PFGIA
273
Patriot Financial Group Insurance Agency
Massachusetts
$9.61M -$278K -4,511 -3%
FPWM
274
FSB Premier Wealth Management
Iowa
$9.42M +$44.1K +716 +0.5%
AFAS
275
Acorn Financial Advisory Services
Virginia
$9.34M -$240K -3,893 -3%

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.