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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
Geode Capital Management
301
Geode Capital Management
Massachusetts
$9.57M
AFAS
302
Acorn Financial Advisory Services
Virginia
$9.55M -$291K -4,468 -3%
CAG
303
Csenge Advisory Group
Florida
$9.48M +$1.12M +17,235 +14%
PFGIA
304
Patriot Financial Group Insurance Agency
Massachusetts
$9.31M -$789K -12,138 -8%
SPI
305
Sutton Place Investors
New York
$9.27M -$329K -5,060 -4%
SFS
306
Sowell Financial Services
Arkansas
$9.18M +$1.59M +24,455 +22%
LS
307
Liquid Strategies
Georgia
$9.17M +$1.04M +16,041 +13%
CA
308
Continuum Advisory
Idaho
$9.04M +$125K +1,924 +2%
SSWM
309
Sheets Smith Wealth Management
North Carolina
$8.98M -$149K -2,297 -2%
SW
310
Simplicity Wealth
New Jersey
$8.96M -$1.72M -26,424 -17%
PA
311
PFG Advisors
Arizona
$8.91M +$654K +10,058 +8%
MCC
312
Money Concepts Capital
Florida
$8.89M +$2.76M +42,442 +48%
WCP
313
Welch Capital Partners
New York
$8.79M +$3.25M +50,035 +62%
OLVIG
314
Oliver Lagore Vanvalin Investment Group
Michigan
$8.78M +$139K +2,139 +2%
MOS
315
MGO One Seven
Ohio
$8.48M +$60.3K +927 +0.7%
LWMM
316
Legacy Wealth Management (Mississippi)
Mississippi
$8.41M +$634K +9,752 +8%
FZCM
317
Flynn Zito Capital Management
New York
$8.4M +$84.9K +1,305 +1%
AAS
318
Avantax Advisory Services
Texas
$8.35M +$671K +10,320 +9%
BIG
319
Bush Investment Group
Georgia
$8.33M -$686K -10,551 -8%
CPIG
320
Chicago Partners Investment Group
Illinois
$8.29M +$1.29M +19,799 +19%
MIS
321
Morningstar Investment Services
Illinois
$8.21M +$2.08M +31,946 +35%
TF
322
Theory Financial
Colorado
$8.2M -$256K -3,933 -3%
CIA
323
Concurrent Investment Advisors
Florida
$8.18M -$591K -9,089 -7%
ODA
324
One Degree Advisors
California
$8.18M -$9.82K -151 -0.1%
SP
325
Stonebrook Private
Michigan
$8.07M -$782K -12,026 -9%

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.