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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
BFG
426
Beacon Financial Group
Texas
$3.4M -$30.6K -497 -0.9%
TCA
427
Transcend Capital Advisors
New Jersey
$3.39M -$116K -1,878 -3%
TIM
428
Tortoise Investment Management
New York
$3.37M +$634K +10,302 +24%
BFA
429
Bluestem Financial Advisors
Illinois
$3.37M -$265K -4,307 -8%
MA
430
MKT Advisors
California
$3.34M +$378K +6,147 +14%
CTFG
431
Capstone Triton Financial Group
Oklahoma
$3.27M +$84.9K +1,379 +3%
FW
432
FullCircle Wealth
Texas
$3.26M +$3.15M +51,237 New
BL
433
Balentine LLC
Georgia
$3.25M +$341K +5,547 +12%
AA
434
ACT Advisors
North Carolina
$3.23M -$3.39K -55 -0.1%
HAG
435
HF Advisory Group
Maryland
$3.22M +$83.2K +1,352 +3%
CWM
436
Congress Wealth Management
Massachusetts
$3.21M +$3.09M +50,220 New
CCM
437
Ciovacco Capital Management
Georgia
$3.21M -$68.6K -1,115 -2%
VIA
438
Vickerman Investment Advisors
Washington
$3.18M -$97.1K -1,577 -3%
CPW
439
Catalyst Private Wealth
California
$3.16M -$123 -2 -0%
FWM
440
Fonville Wealth Management
Virginia
$3.15M -$126K -2,052 -4%
TFG
441
Tilson Financial Group
New Jersey
$3.12M +$978K +15,884 +48%
CAS
442
Coppell Advisory Solutions
Texas
$3.11M +$2.99M +48,644 New
ASN
443
Advisory Services Network
Georgia
$3.07M +$129K +2,093 +5%
VC
444
Vicus Capital
Pennsylvania
$3.05M -$36.9K -599 -1%
BCMO
445
Buckingham Capital Management (Ohio)
Ohio
$3.04M -$346K -5,620 -11%
BW
446
BIP Wealth
Georgia
$2.99M +$182K +2,950 +7%
SFA
447
Semmax Financial Advisors
North Carolina
$2.98M -$21.2K -344 -0.7%
Rockefeller Capital Management
448
Rockefeller Capital Management
New York
$2.96M -$6.71M -108,955 -70%
GM
449
GeoWealth Management
Illinois
$2.95M +$87.1K +1,415 +3%
PFA
450
Pinnacle Family Advisors
Missouri
$2.95M -$878K -14,267 -24%

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.