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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
IWN
326
Independent Wealth Network
Iowa
$8.02M -$327K -5,022 -4%
KAM
327
Kensington Asset Management
Texas
$8.02M +$4.88K +75 +0.1%
AWMNH
328
Arcadia Wealth Management (New Hampshire)
New Hampshire
$8M +$176K +2,714 +2%
Mercer Global Advisors
329
Mercer Global Advisors
Colorado
$8M -$1.28M -19,624 -14%
MFS
330
Mattson Financial Services
Michigan
$7.97M -$47.3K -727 -0.6%
MFA
331
Morling Financial Advisors
California
$7.93M -$35.1K -540 -0.5%
TFA
332
Transamerica Financial Advisors
Florida
$7.88M -$400K -6,155 -5%
KWM
333
Kingsview Wealth Management
Oregon
$7.78M +$156K +2,404 +2%
ACP
334
Aveo Capital Partners
Colorado
$7.75M +$477K +7,334 +7%
RSWM
335
Robertson Stephens Wealth Management
California
$7.71M +$6.55M +100,730 +744%
Fidelity Investments
336
Fidelity Investments
Massachusetts
$7.71M +$810K +12,457 +12%
MHB
337
Midwest Heritage Bank
Iowa
$7.64M +$3.32K +51 +0%
AWA
338
ARQ Wealth Advisors
Arizona
$7.62M +$921K +14,165 +14%
CF
339
Convergence Financial
Missouri
$7.6M +$164K +2,528 +2%
MLA
340
My Legacy Advisors
Oregon
$7.58M -$7.89M -121,307 -52%
SWM
341
StoneCrest Wealth Management
Arizona
$7.3M +$1.3M +20,036 +23%
Jones Financial Companies
342
Jones Financial Companies
Missouri
$7.26M +$5.52M +84,842 +367%
WC
343
Westwind Capital
New Mexico
$7.21M +$6.92M +106,350 +26,654%
BAM
344
Belpointe Asset Management
Nevada
$7.2M -$2.43M -37,341 -26%
Rockefeller Capital Management
345
Rockefeller Capital Management
New York
$7.15M +$3.87M +59,582 +129%
OC
346
Oarsman Capital
Wisconsin
$7.12M -$2M -30,722 -23%
NL
347
NWAM LLC
Washington
$7.06M +$6.8M +104,598 New
CAPTRUST Financial Advisors
348
CAPTRUST Financial Advisors
North Carolina
$7.01M +$772K +11,878 +13%
PW
349
Paladin Wealth
Minnesota
$7M +$6.74M +103,664 New
EFG
350
Elios Financial Group
Ohio
$6.99M +$6.73M +103,472 New

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.