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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
TF
301
Theory Financial
Colorado
$8.1M +$2.74M +44,527 +54%
4WM
302
49 Wealth Management
Texas
$8.06M +$7.73M +125,605 New
GSEP
303
Golden State Equity Partners
California
$8.05M +$7.74M +125,747 New
MFS
304
Mattson Financial Services
Michigan
$8.02M +$7.71M +125,292 New
MOS
305
MGO One Seven
Ohio
$7.98M +$1.02M +16,525 +15%
IWN
306
Independent Wealth Network
Iowa
$7.93M -$260K -4,231 -3%
FZCM
307
Flynn Zito Capital Management
New York
$7.88M +$1.48M +24,063 +24%
TFA
308
Transamerica Financial Advisors
Florida
$7.86M
JWM
309
Jackson Wealth Management
Florida
$7.84M -$7.95M -129,125 -51%
PA
310
PFG Advisors
Arizona
$7.81M +$2.68M +43,514 +55%
CA
311
Capital Advantage
California
$7.8M +$4.04M +65,660 +122%
CAG
312
Csenge Advisory Group
Florida
$7.79M -$5.63M -91,404 -43%
ODA
313
One Degree Advisors
California
$7.79M -$324K -5,268 -4%
KAM
314
Kensington Asset Management
Texas
$7.67M -$698K -11,337 -9%
LS
315
Liquid Strategies
Georgia
$7.67M -$698K -11,337 -9%
MFA
316
Morling Financial Advisors
California
$7.55M -$190K -3,087 -3%
AWMNH
317
Arcadia Wealth Management (New Hampshire)
New Hampshire
$7.43M -$1.43M -23,248 -17%
RIM
318
Redwood Investment Management
Arizona
$7.4M -$2.92M -47,500 -29%
LWMM
319
Legacy Wealth Management (Mississippi)
Mississippi
$7.35M +$597K +9,705 +9%
IAA
320
Independent Advisor Alliance
North Carolina
$7.26M +$6.99M +113,467 New
AAS
321
Avantax Advisory Services
Texas
$7.26M +$1.46M +23,764 +27%
WWP
322
WR Wealth Planners
Missouri
$7.25M +$152K +2,464 +2%
MHB
323
Midwest Heritage Bank
Iowa
$7.24M -$358K -5,816 -5%
KWM
324
Kingsview Wealth Management
Oregon
$7.23M +$433K +7,033 +7%
AIC
325
Archer Investment Corporation
Indiana
$7.16M +$528K +8,577 +8%

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.