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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
FRA
251
FFG Retirement Advisors
Colorado
$13.6M -$3.53M -54,239 -21%
CWM
252
Centric Wealth Management
Illinois
$13.5M -$527K -8,099 -4%
SW
253
SkyOak Wealth
Michigan
$13.5M -$76.7K -1,180 -0.6%
FTS
254
Fifth Third Securities
Ohio
$13M +$33.9K +521 +0.3%
IRC
255
Investors Research Corp
Georgia
$12.9M +$815K +12,538 +7%
GS
256
GTS Securities
New York
$12.8M +$10.1M +155,397 +445%
MERSOM
257
Municipal Employees' Retirement System of Michigan
Michigan
$12.7M -$7.54K -116 -0.1%
TCM
258
Towercrest Capital Management
Pennsylvania
$12.1M -$17.1K -263 -0.1%
MSRI
259
Michael S. Ryan Inc
New York
$12M +$572K +8,792 +5%
KNFPWM
260
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$11.8M +$2.42M +37,275 +27%
NC
261
NovaPoint Capital
Georgia
$11.6M +$1.08M +16,650 +11%
RCAG
262
Rehmann Capital Advisory Group
Michigan
$11.6M +$894K +13,748 +9%
O3W
263
Omni 360 Wealth
New Jersey
$11.5M -$70.2K -1,080 -0.6%
GG
264
GenWealth Group
New Jersey
$11.4M +$39.7K +611 +0.4%
TFG
265
Tull Financial Group
Virginia
$11.2M +$10.8M +166,398 New
AIC
266
Archer Investment Corporation
Indiana
$11.2M +$3.51M +54,018 +48%
AA
267
Axiom Advisory
California
$11M +$239K +3,668 +2%
AWM
268
Adams Wealth Management
Utah
$10.9M +$397K +6,097 +4%
CI
269
CacheTech Inc
Utah
$10.9M +$397K +6,097 +4%
Tudor Investment Corp
270
Tudor Investment Corp
Connecticut
$10.9M +$8.61M +132,334 +453%
MFS
271
McNamara Financial Services
Massachusetts
$10.9M -$49.4K -759 -0.5%
Truist Financial
272
Truist Financial
North Carolina
$10.8M -$513K -7,891 -5%
WC
273
Waterloo Capital
Texas
$10.8M +$1.38M +21,145 +15%
LIA
274
Luken Investment Analytics
Tennessee
$10.8M +$7.95M +122,280 +325%
BWG
275
Beta Wealth Group
California
$10.8M -$210K -3,235 -2%

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.