We are live on ! Find out more
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
SFS
326
Sowell Financial Services
Arkansas
$7.14M -$76.2K -1,238 -1%
CF
327
Convergence Financial
Missouri
$7.04M +$1.56M +25,347 +30%
WP
328
WealthPLAN Partners
Nebraska
$7.01M -$1.15M -18,662 -15%
ACP
329
Aveo Capital Partners
Colorado
$6.88M -$517K -8,402 -7%
CC
330
Courier Capital
New York
$6.88M -$59.2K -961 -0.9%
MFT
331
Moisand Fitzgerald Tamayo
Florida
$6.82M -$1.24M -20,088 -16%
CFD
332
Creative Financial Designs
Indiana
$6.74M -$1.92M -31,250 -23%
MA
333
MONECO Advisors
Connecticut
$6.57M +$4.02M +65,349 +175%
Fidelity Investments
334
Fidelity Investments
Massachusetts
$6.51M +$2.27M +36,839 +57%
CPIG
335
Chicago Partners Investment Group
Illinois
$6.51M +$493K +8,007 +9%
RFG
336
Range Financial Group
Oregon
$6.5M -$19.3K -314 -0.3%
RFS
337
Richardson Financial Services
Massachusetts
$6.48M -$1.25M -20,371 -17%
AWA
338
ARQ Wealth Advisors
Arizona
$6.45M +$140K +2,266 +2%
CWA
339
Clarus Wealth Advisors
Arizona
$6.41M +$157K +2,552 +3%
MCWS
340
McKinley Carter Wealth Services
West Virginia
$6.34M -$399K -6,474 -6%
CAG
341
Curtis Advisory Group
California
$6.27M +$4.52M +73,386 +299%
Mirae Asset Global Investments
342
Mirae Asset Global Investments
South Korea
$6.25M +$4.9M +79,570 +448%
VRM
343
Vectors Research Management
New York
$6.22M +$73.3K +1,191 +1%
PVI
344
Pine Valley Investments
New Jersey
$6.18M +$250K +4,058 +4%
DJSG
345
D.J. St. Germain
Massachusetts
$6.09M -$174K -2,831 -3%
MAM
346
MMA Asset Management
Pennsylvania
$6.07M +$1.92M +31,120 +49%
OCM
347
One Capital Management
California
$6.06M +$117K +1,908 +2%
WC
348
Westwind Capital
New Mexico
$5.96M +$24.6K +399 New
BWM
349
BlackDiamond Wealth Management
New York
$5.96M +$768K +12,475 +15%
CAPTRUST Financial Advisors
350
CAPTRUST Financial Advisors
North Carolina
$5.89M +$894K +14,526 +19%

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.