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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
AIS
501
American Investment Services
Massachusetts
$2.75M -$107K -1,639 -4%
Bank of New York Mellon
502
Bank of New York Mellon
New York
$2.75M -$1.81M -27,901 -41%
Bank of Montreal
503
Bank of Montreal
Ontario, Canada
$2.72M +$70.7K +1,087 +3%
IFPG
504
Intrepid Financial Planning Group
Indiana
$2.72M -$43.6K -670 -2%
AAS
505
Annex Advisory Services
Wisconsin
$2.68M -$138K -2,119 -5%
USCWA
506
U.S. Capital Wealth Advisors
Texas
$2.64M -$36K -554 -1%
ECM
507
Evergreen Capital Management
Washington
$2.63M +$2.54M +39,000 New
AF
508
Aldebaran Financial
$2.58M +$320K +4,917 +15%
LA
509
LexAurum Advisors
Kansas
$2.5M -$300K -4,606 -11%
WFAG
510
Worth Financial Advisory Group
North Carolina
$2.49M +$16.8K +258 +0.7%
GWP
511
Gateway Wealth Partners
Wisconsin
$2.48M +$3.84K +59 +0.2%
Citadel Advisors
512
Citadel Advisors
Florida
$2.48M +$330K +5,077 +16%
AWM
513
Arista Wealth Management
Nevada
$2.47M
RFN
514
RDA Financial Network
Iowa
$2.43M -$193K -2,965 -8%
JFA
515
JNBA Financial Advisors
Minnesota
$2.41M -$318K -4,886 -12%
AWA
516
Arkadios Wealth Advisors
Georgia
$2.4M +$546K +8,395 +31%
DAS
517
Diversify Advisory Services
Utah
$2.39M -$233K -3,580 -9%
HH
518
HWG Holdings
Texas
$2.34M -$364K -5,594 -14%
CGFA
519
Colton Groome Financial Advisors
North Carolina
$2.28M +$344K +5,286 +19%
William Blair & Company
520
William Blair & Company
Illinois
$2.27M +$524K +8,050 +31%
TWP
521
Tempus Wealth Planning
California
$2.27M +$219K +3,372 +11%
CCM
522
Condor Capital Management
New Jersey
$2.27M -$81.2K -1,249 -4%
HFO
523
Heritage Family Offices
Arizona
$2.27M -$120K -1,843 -5%
DWM
524
Dakota Wealth Management
Florida
$2.24M +$253K +3,892 +13%
SDWMA
525
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.23M

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.