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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
CWA
276
Clearview Wealth Advisors
Oregon
$9.26M -$7.73M -125,502 -46%
VA
277
Valmark Advisers
Ohio
$9.25M +$981K +15,934 +12%
BWFA
278
Baltimore-Washington Financial Advisors
Maryland
$9.23M +$460K +7,468 +5%
BW
279
Bison Wealth
Georgia
$9.23M
BAM
280
Belpointe Asset Management
Nevada
$9.22M -$8.35M -135,639 -49%
SPI
281
Sutton Place Investors
New York
$9.11M -$350K -5,680 -4%
QPWM
282
Quadrant Private Wealth Management
Pennsylvania
$9.11M +$999K +16,224 +13%
Geode Capital Management
283
Geode Capital Management
Massachusetts
$9.05M
FFA
284
Fragasso Financial Advisors
Pennsylvania
$8.95M +$1.1M +17,806 +15%
WC
285
Waterloo Capital
Texas
$8.93M +$423K +6,872 +5%
Mercer Global Advisors
286
Mercer Global Advisors
Colorado
$8.91M -$9.61M -156,026 -53%
HPC
287
HM Payson & Co
Maine
$8.8M -$2.74M -44,475 -24%
KNFPWM
288
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$8.78M +$3.41M +55,459 +68%
EWA
289
Emergent Wealth Advisors
New York
$8.75M -$280K -4,544 -3%
OC
290
Oarsman Capital
Wisconsin
$8.72M +$1.87M +30,445 +29%
SSWM
291
Sheets Smith Wealth Management
North Carolina
$8.66M +$67.9K +1,103 +0.8%
BIG
292
Bush Investment Group
Georgia
$8.57M -$1.21M -19,614 -13%
MWM
293
Maripau Wealth Management
Indiana
$8.55M +$4.99K +81 +0.1%
TC
294
TownSquare Capital
Utah
$8.54M +$455K +7,393 +6%
HIP
295
HUB Investment Partners
Texas
$8.53M +$2.81M +45,631 +52%
SP
296
Stonebrook Private
Michigan
$8.42M -$1.02M -16,636 -11%
WFA
297
Wells Financial Advisors
Massachusetts
$8.34M +$2.86M +46,448 +55%
CIA
298
Concurrent Investment Advisors
Florida
$8.33M +$436K +7,085 +6%
OLVIG
299
Oliver Lagore Vanvalin Investment Group
Michigan
$8.18M +$501K +8,142 +7%
CA
300
Continuum Advisory
Idaho
$8.17M +$94.4K +1,534 +1%

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.