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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
PWA
401
PCG Wealth Advisors
Kansas
$4.25M +$3.21M +52,207 +368%
BPA
402
Beacon Pointe Advisors
California
$4.24M -$43.2K -702 -1%
AWM
403
Aspire Wealth Management
Massachusetts
$4.17M -$438K -7,120 -10%
EFL
404
ERn Financial LLC
Wisconsin
$4.16M +$544K +8,841 +16%
KCM
405
Kanawha Capital Management
Virginia
$4.15M +$114K +1,849 +3%
FSA
406
Financial Security Advisor
Virginia
$4.07M +$13.2K +215 +0.3%
SOS
407
Silver Oak Securities
Tennessee
$4.05M +$272K +4,410 +7%
WA
408
Win Advisors
Florida
$4.05M -$6.91M -112,264 -64%
PG
409
Prostatis Group
Maryland
$4.05M -$2.68M -43,462 -41%
JCFM
410
JBR Co Financial Management
Oklahoma
$4.03M +$1.61M +26,193 +71%
CWM
411
Compass Wealth Management
Connecticut
$3.96M +$144K +2,342 +4%
LCM
412
Lunt Capital Management
Utah
$3.93M +$415K +6,743 +12%
SPA
413
Sentinel Pension Advisors
Massachusetts
$3.87M +$69.1K +1,122 +2%
GKWIM
414
Gerber Kawasaki Wealth & Investment Management
California
$3.85M +$783K +12,721 +27%
SWM
415
Selective Wealth Management
Virginia
$3.84M +$337K +5,482 +10%
T
416
TrueFG
Texas
$3.79M +$192K +3,118 +6%
BFA
417
Beacon Financial Advisory
Ohio
$3.78M +$267K +4,345 +8%
PSCM
418
Per Stirling Capital Management
Texas
$3.77M +$155K +2,524 +4%
FIA
419
Foundations Investment Advisors
Arizona
$3.62M +$562K +9,125 +19%
SA
420
Strategic Advisors
New York
$3.54M +$1.88M +30,522 +123%
MFG
421
MidWestOne Financial Group
Iowa
$3.48M +$1.31M +21,305 +64%
WFAG
422
Wescott Financial Advisory Group
Pennsylvania
$3.47M -$191K -3,108 -5%
MF
423
Meridian Financial
Massachusetts
$3.43M +$106K +1,725 +3%
FDCDDQ
424
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.42M +$275K +4,473 +9%
CFGF
425
Compass Financial Group (Florida)
Florida
$3.4M -$103K -1,675 -3%

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.