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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
AssetMark Inc
26
AssetMark Inc
California
$233M +$6.2M +95,329 +3%
WAP
27
Wealthcare Advisory Partners
Pennsylvania
$229M +$4.22M +64,849 +2%
GI
28
Gradient Investments
Minnesota
$222M +$3.43M +52,724 +2%
TPCW
29
TD Private Client Wealth
New York
$216M +$24.5M +376,674 +13%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$181M -$2.45M -37,708 -1%
Wells Fargo
31
Wells Fargo
California
$173M -$15.3M -235,226 -8%
AWM
32
AE Wealth Management
Kansas
$166M -$1.17M -17,922 -0.7%
PWA
33
Peterson Wealth Advisors
Utah
$162M +$3.3M +50,765 +2%
Mariner
34
Mariner
Kansas
$161M -$6.37M -97,948 -4%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$160M +$5.51M +84,773 +4%
GRP
36
Global Retirement Partners
California
$152M +$11.4M +175,462 +8%
HighTower Advisors
37
HighTower Advisors
Illinois
$150M +$18.7M +287,960 +15%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$141M +$115M +1,764,337 +535%
TVAMP
39
Tennessee Valley Asset Management Partners
Tennessee
$129M +$4.19M +64,371 +3%
APW
40
Austin Private Wealth
Texas
$124M -$1.49M -22,857 -1%
NA
41
NewEdge Advisors
Louisiana
$117M +$4.67M +71,850 +4%
SHGA
42
Sand Hill Global Advisors
California
$112M +$1.77M +27,194 +2%
ACM
43
AlphaStar Capital Management
North Carolina
$111M +$8.55M +131,403 +9%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$111M -$15.8M -242,923 -13%
Goldman Sachs
45
Goldman Sachs
New York
$105M +$4.38M +67,414 +5%
TLIC
46
Taiyo Life Insurance Company
Japan
$104M
IWC
47
Integrated Wealth Concepts
Massachusetts
$104M -$24.4M -374,584 -20%
GLA
48
Good Life Advisors
Pennsylvania
$103M +$4.01M +61,626 +4%
APTFM
49
AGUR Provident & Training Funds Management
Israel
$98.7M +$2.9M +44,600 +3%
Wealth Enhancement Advisory Services
50
Wealth Enhancement Advisory Services
Minnesota
$96.3M -$4.83M -74,244 -5%

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.