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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
PG
426
Prostatis Group
Maryland
$4.19M -$43.2K -664 -1%
AP
427
Advisors Preferred
Maryland
$4.19M +$1.49M +22,900 +58%
CWM
428
Compass Wealth Management
Connecticut
$4.18M -$975 -15 -0%
CCG
429
Catalina Capital Group
California
$4.08M -$743K -11,418 -16%
CA
430
Calton & Associates
Florida
$4.07M +$2.63M +40,452 +204%
PSCM
431
Per Stirling Capital Management
Texas
$4.06M +$74.7K +1,149 +2%
BPA
432
Beacon Pointe Advisors
California
$4.03M -$418K -6,424 -10%
AWM
433
Aspire Wealth Management
Massachusetts
$3.97M -$413K -6,343 -10%
FFA
434
Farther Finance Advisors
California
$3.96M +$1.28M +19,755 +51%
T
435
TrueFG
Texas
$3.93M -$65.5K -1,007 -2%
DADC
436
D.A. Davidson & Co
Montana
$3.82M +$3.38M +51,988 +1,121%
FIA
437
Foundations Investment Advisors
Arizona
$3.81M -$2.28K -35 -0.1%
TCA
438
Transcend Capital Advisors
New Jersey
$3.79M +$209K +3,220 +6%
MF
439
Meridian Financial
Massachusetts
$3.77M +$150K +2,311 +4%
BFA
440
Beacon Financial Advisory
Ohio
$3.74M -$241K -3,712 -6%
CTFG
441
Capstone Triton Financial Group
Oklahoma
$3.71M +$254K +3,913 +8%
D
442
Dentgroup
Louisiana
$3.64M -$2.19M -33,717 -38%
BL
443
Balentine LLC
Georgia
$3.64M +$197K +3,030 +6%
BRWA
444
B. Riley Wealth Advisors
Florida
$3.62M +$1.15M +17,689 +49%
WFAG
445
Wescott Financial Advisory Group
Pennsylvania
$3.57M -$89K -1,369 -3%
BW
446
BIP Wealth
Georgia
$3.51M +$341K +5,236 +11%
CFGF
447
Compass Financial Group (Florida)
Florida
$3.49M -$33.9K -521 -1%
FDCDDQ
448
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.47M -$128K -1,970 -4%
SL
449
SWMG LLC
Texas
$3.45M +$668K +10,274 +26%
HBT
450
Hills Bank & Trust
Iowa
$3.45M +$741K +11,394 +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.