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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
GF
376
Goodman Financial
Texas
$5.06M +$159K +2,584 +3%
JFG
377
JDM Financial Group
Texas
$4.88M -$15.3K -249 -0.3%
HSA
378
HBK Sorce Advisory
Pennsylvania
$4.77M -$886K -14,386 -16%
VAMG
379
Voisard Asset Management Group
Michigan
$4.75M +$609K +9,899 +15%
FWA
380
FSC Wealth Advisors
New York
$4.71M -$78K -1,267 -2%
FCI
381
Financial Counselors Inc
Kansas
$4.7M -$5.91K -96 -0.1%
JGIA
382
Jackson Grant Investment Advisers
Connecticut
$4.68M +$68.8K +1,117 +2%
EGA
383
E&G Advisors
Texas
$4.62M +$140K +2,282 +3%
WCM
384
Wealthcare Capital Management
Virginia
$4.61M +$917K +14,902 +26%
AFP
385
Alpha Financial Partners
Kentucky
$4.6M +$15.3K +249 +0.3%
CCG
386
Catalina Capital Group
California
$4.6M -$958K -15,568 -18%
AAS
387
Ameritas Advisory Services
Nebraska
$4.59M +$2.73M +44,290 +162%
ULWM
388
Upper Left Wealth Management
Florida
$4.54M +$34.4K +558 +0.8%
BFA
389
Beaumont Financial Advisors
Massachusetts
$4.5M -$11.9K -193 -0.3%
TSS
390
Two Sigma Securities
New York
$4.47M +$191K +3,097 +5%
BBPWM
391
Blue Bell Private Wealth Management
Pennsylvania
$4.43M +$363K +5,899 +9%
Bank of New York Mellon
392
Bank of New York Mellon
New York
$4.39M +$719K +11,674 +21%
LCGC
393
Legacy Capital Group California
California
$4.37M -$92.7K -1,505 -2%
NGA
394
Naples Global Advisors
Florida
$4.34M +$710K +11,534 +20%
RSA
395
River Street Advisors
Illinois
$4.32M +$330K +5,366 +9%
TWP
396
Triad Wealth Partners
Kansas
$4.31M -$104K -1,697 -2%
GLR
397
Great Lakes Retirement
Ohio
$4.31M -$311K -5,046 -7%
MWM
398
Meridian Wealth Management
Kentucky
$4.3M +$4.13M +67,122 New
WHCI
399
W.H. Cornerstone Investments
Massachusetts
$4.28M -$1.47M -23,856 -26%
EWM
400
Evermay Wealth Management
Virginia
$4.27M +$1.74M +28,236 +73%

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.