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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
TWM
351
Trinity Wealth Management
Pennsylvania
$5.87M -$141K -2,285 -2%
MIS
352
Morningstar Investment Services
Illinois
$5.8M +$1.79M +29,076 +48%
GWANC
353
Guardian Wealth Advisors (North Carolina)
North Carolina
$5.75M -$41.7K -678 -0.7%
CF
354
Centaurus Financial
California
$5.73M +$12.2K +198 +0.2%
SFP
355
Shepherd Financial Partners
Massachusetts
$5.72M -$3.82K -62 -0.1%
MCC
356
Money Concepts Capital
Florida
$5.71M +$2.34M +37,928 +74%
APC
357
Aspire Private Capital
North Carolina
$5.7M +$345K +5,602 +7%
SWM
358
StoneCrest Wealth Management
Arizona
$5.64M +$14.4K +234 +0.3%
MSAM
359
Moloney Securities Asset Management
Missouri
$5.64M +$66.2K +1,076 +1%
MWM
360
Modera Wealth Management
New Jersey
$5.63M -$50.4K -818 -0.9%
Cerity Partners
361
Cerity Partners
New York
$5.62M +$49.9K +810 +0.9%
D
362
Dentgroup
Louisiana
$5.61M -$3.43M -55,753 -39%
LCC
363
Lincoln Capital Corp
Rhode Island
$5.56M +$5.35M +86,889 New
SGI
364
Summit Global Investments
Utah
$5.52M +$11K +179 +0.2%
SPWG
365
Syntegra Private Wealth Group
Missouri
$5.5M -$229K -3,712 -4%
MWA
366
Merkkuri Wealth Advisors
New York
$5.39M +$5.18M +84,170 New
GAA
367
Guardian Asset Advisors
Pennsylvania
$5.34M +$1.28M +20,860 +33%
VAF
368
Values Added Financial
District of Columbia
$5.28M +$945K +15,346 +23%
Northern Trust
369
Northern Trust
Illinois
$5.25M +$72.7K +1,181 +1%
MWAM
370
Manhattan West Asset Management
California
$5.24M +$5.04M +81,939 New
TI
371
Tidal Investments
Wisconsin
$5.23M -$430K -6,986 -8%
SFC
372
Strategic Financial Concepts
Texas
$5.16M +$64.8M +1,052,416 +1,359%
WCP
373
Welch Capital Partners
New York
$5.13M +$4.02M +65,359 +442%
ECA
374
Elevated Capital Advisors
Utah
$5.12M +$3.53M +57,358 +254%
UWM
375
USAdvisors Wealth Management
Minnesota
$5.1M -$1.07M -17,392 -18%

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.