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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
RSA
401
River Street Advisors
Illinois
$5.01M +$442K +6,792 +10%
AQR Capital Management
402
AQR Capital Management
Connecticut
$5.01M +$1.89M +29,092 +64%
FCI
403
Financial Counselors Inc
Kansas
$4.95M -$4.88K -75 -0.1%
JGIA
404
Jackson Grant Investment Advisers
Connecticut
$4.92M -$14.8K -227 -0.3%
NGA
405
Naples Global Advisors
Florida
$4.86M +$269K +4,137 +6%
TRCT
406
Tower Research Capital (TRC)
New York
$4.84M +$2.33M +35,756 +100%
JCFM
407
JBR Co Financial Management
Oklahoma
$4.81M +$542K +8,335 +13%
BBPWM
408
Blue Bell Private Wealth Management
Pennsylvania
$4.77M +$102K +1,566 +2%
ULWM
409
Upper Left Wealth Management
Florida
$4.76M +$60.7K +933 +1%
BFA
410
Beaumont Financial Advisors
Massachusetts
$4.74M -$4.03K -62 -0.1%
MWM
411
Meridian Wealth Management
Kentucky
$4.73M +$189K +2,904 +4%
WCA
412
Westover Capital Advisors
Delaware
$4.71M +$2.26M +34,811 +99%
SA
413
Strategic Advisors
New York
$4.68M +$915K +14,064 +25%
KCM
414
Kanawha Capital Management
Virginia
$4.63M +$238K +3,655 +6%
LCGC
415
Legacy Capital Group California
California
$4.61M -$2.6K -40 -0.1%
TIM
416
Tortoise Investment Management
New York
$4.58M +$984K +15,131 +29%
CAS
417
Coppell Advisory Solutions
Texas
$4.55M +$1.24M +19,073 +39%
LCM
418
Lunt Capital Management
Utah
$4.53M +$376K +5,783 +9%
EFL
419
ERn Financial LLC
Wisconsin
$4.51M +$115K +1,775 +3%
SPWM
420
Schrum Private Wealth Management
Florida
$4.5M +$2.24M +34,383 +107%
GLR
421
Great Lakes Retirement
Ohio
$4.46M -$76.8K -1,181 -2%
UWM
422
USAdvisors Wealth Management
Minnesota
$4.33M -$1M -15,393 -19%
TCM
423
Traynor Capital Management
Pennsylvania
$4.31M +$3.32M +51,115 +400%
FSA
424
Financial Security Advisor
Virginia
$4.25M -$43.2K -664 -1%
TFG
425
Tilson Financial Group
New Jersey
$4.25M +$920K +14,150 +29%

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.