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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
GWANC
376
Guardian Wealth Advisors (North Carolina)
North Carolina
$5.94M -$121K -1,868 -2%
LCC
377
Lincoln Capital Corp
Rhode Island
$5.92M +$56.1K +862 +1%
CFD
378
Creative Financial Designs
Indiana
$5.9M -$1.17M -18,000 -17%
TWP
379
Triad Wealth Partners
Kansas
$5.88M +$1.28M +19,696 +29%
MSAM
380
Moloney Securities Asset Management
Missouri
$5.84M -$97K -1,491 -2%
CC
381
Courier Capital
New York
$5.81M -$1.39M -21,348 -20%
MWAM
382
Manhattan West Asset Management
California
$5.79M +$254K +3,899 +5%
AAS
383
Ameritas Advisory Services
Nebraska
$5.78M +$903K +13,886 +19%
VAMG
384
Voisard Asset Management Group
Michigan
$5.72M +$682K +10,491 +14%
LA
385
Lifeworks Advisors
Michigan
$5.65M +$2.63M +40,466 +94%
CAG
386
Curtis Advisory Group
California
$5.56M -$1.02M -15,633 -16%
MWM
387
Modera Wealth Management
New Jersey
$5.54M -$383K -5,882 -7%
Northern Trust
388
Northern Trust
Illinois
$5.54M -$3.77K -58 -0.1%
SPWG
389
Syntegra Private Wealth Group
Missouri
$5.51M -$285K -4,378 -5%
EWA
390
Emergent Wealth Advisors
New York
$5.5M -$3.59M -55,199 -40%
SGI
391
Summit Global Investments
Utah
$5.49M -$319K -4,907 -6%
PWA
392
PCG Wealth Advisors
Kansas
$5.41M +$895K +13,766 +21%
TCG
393
Transcendent Capital Group
Oklahoma
$5.32M +$4.93M +75,755 +2,475%
WWP
394
WR Wealth Planners
Missouri
$5.32M -$2.24M -34,498 -30%
GF
395
Goodman Financial
Texas
$5.2M -$134K -2,066 -3%
VRM
396
Vectors Research Management
New York
$5.13M -$1.38M -21,196 -22%
GKWIM
397
Gerber Kawasaki Wealth & Investment Management
California
$5.1M +$1.01M +15,496 +26%
EGA
398
E&G Advisors
Texas
$5.06M +$180K +2,764 +4%
FWA
399
FSC Wealth Advisors
New York
$5.03M +$52.9K +814 +1%
HSA
400
HBK Sorce Advisory
Pennsylvania
$5.02M -$10.3K -159 -0.2%

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.