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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
GAA
351
Guardian Asset Advisors
Pennsylvania
$6.93M +$1.25M +19,182 +23%
WAM
352
Worth Asset Management
Texas
$6.89M +$4.65M +71,488 +234%
RIM
353
Redwood Investment Management
Arizona
$6.88M -$902K -13,864 -12%
EWM
354
Evermay Wealth Management
Virginia
$6.71M +$2.12M +32,593 +49%
PVI
355
Pine Valley Investments
New Jersey
$6.7M +$174K +2,676 +3%
MCWS
356
McKinley Carter Wealth Services
West Virginia
$6.64M -$44.5K -684 -0.7%
BWM
357
BlackDiamond Wealth Management
New York
$6.58M -$106K -1,636 -2%
WP
358
WealthPLAN Partners
Nebraska
$6.56M -$805K -12,382 -11%
OCM
359
One Capital Management
California
$6.56M +$163K +2,501 +3%
CWA
360
Clarus Wealth Advisors
Arizona
$6.51M +$21.3K +327 +0.3%
CF
361
Centaurus Financial
California
$6.5M +$436K +6,712 +7%
WCM
362
Wealthcare Capital Management
Virginia
$6.5M +$1.57M +24,138 +33%
RFS
363
Richardson Financial Services
Massachusetts
$6.48M
MWA
364
Merkkuri Wealth Advisors
New York
$6.41M +$699K +10,752 +13%
TWM
365
Trinity Wealth Management
Pennsylvania
$6.36M +$168K +2,582 +3%
SOS
366
Silver Oak Securities
Tennessee
$6.3M +$2.13M +32,765 +52%
DJSG
367
D.J. St. Germain
Massachusetts
$6.3M -$121K -1,854 -2%
VAF
368
Values Added Financial
District of Columbia
$6.28M +$682K +10,490 +13%
BNP Paribas Financial Markets
369
BNP Paribas Financial Markets
France
$6.23M -$4.54M -69,779 -43%
AWA
370
Authentikos Wealth Advisory
California
$6.19M +$5.96M +91,657 New
MFT
371
Moisand Fitzgerald Tamayo
Florida
$6.17M -$988K -15,197 -14%
APC
372
Aspire Private Capital
North Carolina
$6.11M +$93.9K +1,444 +2%
SWM
373
Selective Wealth Management
Virginia
$6.01M +$1.98M +30,456 +52%
SFP
374
Shepherd Financial Partners
Massachusetts
$5.98M -$47K -723 -0.8%
Cerity Partners
375
Cerity Partners
New York
$5.98M +$45.5K +700 +0.8%

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.