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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
HAG
451
HF Advisory Group
Maryland
$3.45M +$50.5K +776 +2%
FEG
452
Financial Enhancement Group
Indiana
$3.45M -$40.7M -626,045 -90%
BFA
453
Bluestem Financial Advisors
Illinois
$3.43M -$116K -1,786 -3%
BFG
454
Beacon Financial Group
Texas
$3.41M -$169K -2,604 -5%
MCA
455
MSH Capital Advisors
Arizona
$3.41M +$799K +12,285 +32%
AWA
456
Arete Wealth Advisors
Illinois
$3.4M -$6.98M -107,403 -68%
CCM
457
Ciovacco Capital Management
Georgia
$3.39M +$6.7K +103 +0.2%
MA
458
MKT Advisors
California
$3.39M -$31.4K -483 -0.9%
JFG
459
JDM Financial Group
Texas
$3.37M -$1.72M -26,414 -35%
CPW
460
Catalyst Private Wealth
California
$3.33M
AA
461
ACT Advisors
North Carolina
$3.31M -$84.7K -1,303 -3%
PWM
462
Perigon Wealth Management
California
$3.31M +$220K +3,384 +7%
VIA
463
Vickerman Investment Advisors
Washington
$3.29M -$66K -1,015 -2%
NAM
464
NorthCrest Asset Manangement
Minnesota
$3.28M +$3.16M +48,589 New
FWM
465
Fonville Wealth Management
Virginia
$3.25M -$65.2K -1,002 -2%
BCMO
466
Buckingham Capital Management (Ohio)
Ohio
$3.24M +$30.5K +469 +1%
VC
467
Vicus Capital
Pennsylvania
$3.21M -$2.6K -40 -0.1%
CIC
468
Cutler Investment Counsel
Oregon
$3.21M +$3.09M +47,502 New
ATPW
469
Ashton Thomas Private Wealth
Arizona
$3.19M +$366K +5,623 +14%
SPA
470
Sentinel Pension Advisors
Massachusetts
$3.13M -$921K -14,163 -23%
FW
471
FullCircle Wealth
Texas
$3.12M -$359K -5,521 -11%
CFS
472
Commonwealth Financial Services
West Virginia
$3.1M +$267K +4,108 +10%
APP
473
Avantax Planning Partners
Iowa
$3.09M +$2.86K +44 +0.1%
ASN
474
Advisory Services Network
Georgia
$3.07M
FPAS
475
Focus Partners Advisor Solutions
Missouri
$3.06M +$360K +5,534 +14%

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.