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SPYM

State Street SPDR Portfolio S&P 500 ETF

1,252 hedge funds and large institutions have $38.7B invested in State Street SPDR Portfolio S&P 500 ETF in 2024 Q4 according to their latest regulatory filings, with 225 funds opening new positions, 552 increasing their positions, 371 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 225 | Existing positions closed: 52

49% more repeat investments, than reductions

Existing positions increased: 552 | Existing positions reduced: 371

24% more funds holding in top 10

Funds holding in top 10: 230285 (+55)

23% more capital invested

Capital invested by funds: $31.6B → $38.7B (+$7.12B)

14% more funds holding

Funds holding: 1,0961,252 (+156)

0.77% more ownership

Funds ownership: 68.18%68.95% (+0.77%)

58% less call options, than puts

Call options by funds: $21.7M | Put options by funds: $51.2M

Holders
1,252
Holders Change
+156
Holders Change %
+14.23%
% of All Funds
16.49%
Holding in Top 10
285
Holding in Top 10 Change
+55
Holding in Top 10 Change %
+23.91%
% of All Funds
3.75%
New
225
Increased
552
Reduced
371
Closed
52
Calls
$21.7M
Puts
$51.2M
Net Calls
-$29.5M
Net Calls Change
-$35.4M
Name Holding Trade Value Shares
Change
Change in
Stake
AWMS
26
Advocacy Wealth Management Services
Georgia
$296M -$32.1M -462,930 -10%
PAG
27
Private Advisor Group
New Jersey
$280M +$12M +173,333 +4%
GAG
28
GM Advisory Group
New York
$279M +$39.5M +569,953 +16%
Raymond James Financial
29
Raymond James Financial
Florida
$270M +$271M +3,914,161 New
TPCW
30
TD Private Client Wealth
New York
$249M +$28.3M +408,543 +13%
WAP
31
Wealthcare Advisory Partners
Pennsylvania
$249M +$14.6M +209,983 +6%
CAL
32
Capital Analysts LLC
Pennsylvania
$244M +$657K +9,477 +0.3%
HighTower Advisors
33
HighTower Advisors
Illinois
$242M +$88.7M +1,280,113 +58%
Two Sigma Investments
34
Two Sigma Investments
New York
$237M +$148M +2,137,200 +164%
NP
35
NorthRock Partners
Minnesota
$222M +$223M +3,216,429 +113,095%
Natixis Advisors
36
Natixis Advisors
Massachusetts
$219M +$147M +2,121,179 +200%
AssetMark Inc
37
AssetMark Inc
California
$217M -$20.1M -290,409 -8%
IAA
38
Independent Advisor Alliance
North Carolina
$211M +$203M +2,922,219 +2,019%
Wells Fargo
39
Wells Fargo
California
$187M +$10.7M +155,004 +6%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$184M +$20.2M +291,028 +12%
PWA
41
Peterson Wealth Advisors
Utah
$165M -$2.42M -34,925 -1%
Mariner
42
Mariner
Kansas
$163M -$1.34M -19,398 -0.8%
AWM
43
AE Wealth Management
Kansas
$162M -$8.24M -118,874 -5%
GRP
44
Global Retirement Partners
California
$161M +$6.65M +95,929 +4%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$152M +$7.64M +110,191 +5%
NA
46
NewEdge Advisors
Louisiana
$145M +$25.2M +363,339 +21%
NB
47
Norinchukin Bank
Japan
$143M +$144M +2,076,790 New
TVAMP
48
Tennessee Valley Asset Management Partners
Tennessee
$130M -$1.67M -24,146 -1%
APW
49
Austin Private Wealth
Texas
$127M +$267K +3,848 +0.2%
ST
50
Spinnaker Trust
Maine
$125M +$69.9M +1,008,858 +126%

SPYM Hedge Fund Activity: Q4 2024 in Review

1,252 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 ETF (SPYM) for Q4 2024, worth a combined $38.7B — up 23% from $31.6B a quarter earlier.

Buyers outnumbered sellers: 225 funds opened new SPYM positions and 52 closed out — a net gain of 173 holders — while 552 added to existing stakes and 371 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $1.07B. The largest seller was Allianz Asset Management, cutting an estimated $103M.

  • 1,252 institutional investors held State Street SPDR Portfolio S&P 500 ETF (SPYM) as of Q4 2024, up from 1,096 in Q3 2024.
  • Funds reported $38.7B of State Street SPDR Portfolio S&P 500 ETF stock for Q4 2024, up 23% quarter-over-quarter.
  • 225 funds opened new State Street SPDR Portfolio S&P 500 ETF positions in Q4 2024 and 52 closed out, a net change of +173 holders.
  • The largest State Street SPDR Portfolio S&P 500 ETF buyer in Q4 2024 was Jones Financial Companies, an estimated $1.07B added.
  • The largest State Street SPDR Portfolio S&P 500 ETF seller in Q4 2024 was Allianz Asset Management, an estimated $103M sold.

Based on aggregated 13F filings for Q4 2024.