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SPYM

State Street SPDR Portfolio S&P 500 ETF

1,054 hedge funds and large institutions have $27.2B invested in State Street SPDR Portfolio S&P 500 ETF in 2024 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 473 increasing their positions, 351 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

228% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 39

35% more repeat investments, than reductions

Existing positions increased: 473 | Existing positions reduced: 351

16% more capital invested

Capital invested by funds: $23.5B → $27.2B (+$3.74B)

15% more funds holding in top 10

Funds holding in top 10: 196225 (+29)

8% more funds holding

Funds holding: 9741,054 (+80)

9% more call options, than puts

Call options by funds: $10.7M | Put options by funds: $9.74M

1.39% less ownership

Funds ownership: 70.48%69.09% (-1.4%)

Holders
1,054
Holders Change
+80
Holders Change %
+8.21%
% of All Funds
15.22%
Holding in Top 10
225
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+14.8%
% of All Funds
3.25%
New
128
Increased
473
Reduced
351
Closed
39
Calls
$10.7M
Puts
$9.74M
Net Calls
+$919K
Net Calls Change
+$3.55M
Name Holding Trade Value Shares
Change
Change in
Stake
WCA
501
Westover Capital Advisors
Delaware
$2.24M +$1.72K +28 +0.1%
GS
502
GTS Securities
New York
$2.23M -$3.5M -56,834 -62%
NWMG
503
National Wealth Management Group
Ohio
$2.23M -$19.7K -320 -0.9%
CCM
504
Condor Capital Management
New Jersey
$2.23M -$74.1K -1,203 -3%
FTUS
505
Flow Traders U.S.
New York
$2.2M -$2.55M -41,399 -55%
HSG
506
Helen Stephens Group
Texas
$2.13M -$33.1K -538 -2%
AF
507
Aldebaran Financial
$2.13M +$219K +3,551 +12%
PFG
508
PAX Financial Group
Texas
$2.13M -$481K -7,812 -19%
SDWMA
509
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.11M
WT
510
Whittier Trust
California
$2.11M -$2.46K -40 -0.1%
FEM
511
Fulcrum Equity Management
Texas
$2.1M +$1.69M +27,400 +508%
AFG
512
Atomi Financial Group
New York
$2.09M +$65.7K +1,067 +3%
Marshall Wace
513
Marshall Wace
United Kingdom
$2.08M +$2M +32,534 New
SPWM
514
Schrum Private Wealth Management
Florida
$2.06M -$5.36K -87 -0.3%
BCFS
515
Butensky & Cohen Financial Security
Florida
$2.04M -$27.6K -448 -1%
TFA
516
Teamwork Financial Advisors
Texas
$2.03M -$8.9M -144,589 -82%
Citadel Advisors
517
Citadel Advisors
Florida
$2.03M -$2.32M -37,753 -54%
AC
518
Apella Capital
Connecticut
$2.01M -$57.7K -938 -3%
CCM
519
Coldstream Capital Management
Washington
$2M -$36K -584 -2%
PTC
520
Private Trust Company
Ohio
$2M -$203K -3,291 -10%
TVWM
521
Tower View Wealth Management
Wisconsin
$1.99M +$1.62M +26,362 +555%
FA
522
Fermata Advisors
California
$1.99M +$50.4K +818 +3%
Comerica Bank
523
Comerica Bank
Texas
$1.98M +$149K +2,425 +9%
SF
524
Safeguard Financial
Wisconsin
$1.97M +$429K +6,969 +29%
MPCL
525
My Personal CFO LLC
Washington
$1.97M +$46K +748 +2%

SPYM Hedge Fund Activity: Q2 2024 in Review

1,054 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 ETF (SPYM) for Q2 2024, worth a combined $27.2B — up 16% from $23.5B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new SPYM positions and 39 closed out — a net gain of 89 holders — while 473 added to existing stakes and 351 trimmed.

The largest buyer was Betterment LLC, adding an estimated $560M. The largest seller was Mizuho Bank, exiting entirely with an estimated $314M sold.

  • 1,054 institutional investors held State Street SPDR Portfolio S&P 500 ETF (SPYM) as of Q2 2024, up from 974 in Q1 2024.
  • Funds reported $27.2B of State Street SPDR Portfolio S&P 500 ETF stock for Q2 2024, up 16% quarter-over-quarter.
  • 128 funds opened new State Street SPDR Portfolio S&P 500 ETF positions in Q2 2024 and 39 closed out, a net change of +89 holders.
  • The largest State Street SPDR Portfolio S&P 500 ETF buyer in Q2 2024 was Betterment LLC, an estimated $560M added.
  • The largest State Street SPDR Portfolio S&P 500 ETF seller in Q2 2024 was Mizuho Bank, an estimated $314M sold.

Based on aggregated 13F filings for Q2 2024.