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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
SWM
476
Spire Wealth Management
Virginia
$3.06M +$41.9K +645 +1%
GM
477
GeoWealth Management
Illinois
$3.06M -$51.3K -789 -2%
SFA
478
Semmax Financial Advisors
North Carolina
$3.05M -$211K -3,241 -7%
JF
479
JSF Financial
California
$3.03M +$115K +1,765 +4%
FI
480
FWG Investments
Kentucky
$3.03M +$73.6K +1,132 +3%
RFG
481
Range Financial Group
Oregon
$3.02M -$3.7M -56,886 -56%
LCWP
482
Legacy Capital Wealth Partners
Arkansas
$3.01M +$1.58M +24,363 +120%
JSW
483
Journey Strategic Wealth
New Jersey
$3.01M +$2.12M +32,593 +272%
VVP
484
Venture Visionary Partners
Ohio
$3M +$127K +1,953 +5%
CWM
485
Congress Wealth Management
Massachusetts
$2.99M -$385K -5,917 -12%
MAM
486
Madison Asset Management
Wisconsin
$2.96M +$2.85M +43,827 New
PFA
487
Pinnacle Family Advisors
Missouri
$2.95M -$155K -2,378 -5%
JWCA
488
J.W. Cole Advisors
Florida
$2.95M +$291K +4,473 +11%
AA
489
Alesco Advisors
New York
$2.94M -$35K -538 -1%
HPA
490
High Probability Advisors
New York
$2.93M +$256K +3,935 +10%
LA
491
Latitude Advisors
Florida
$2.88M +$794K +12,204 +40%
WIC
492
Woodmont Investment Counsel
Tennessee
$2.86M -$43.3K -666 -2%
GF
493
Gries Financial
Ohio
$2.85M +$1.31M +20,094 +91%
MWC
494
MBM Wealth Consultants
Missouri
$2.85M +$455 +7 +0%
TVWM
495
Tower View Wealth Management
Wisconsin
$2.85M +$721K +11,084 +36%
AWA
496
Alaska Wealth Advisors
Alaska
$2.83M -$111K -1,704 -4%
FTDI
497
First Trust Direct Indexing
Massachusetts
$2.81M +$154K +2,371 +6%
GT
498
Greenleaf Trust
Michigan
$2.77M +$260 +4 +0%
BOSSRA
499
B.O.S.S. Retirement Advisors
Utah
$2.76M +$1.24M +19,066 +87%
NWM
500
Napa Wealth Management
California
$2.76M +$27.6K +425 +1%

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.