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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
CPA
526
Capital Planning Advisors
California
$1.96M +$67.7K +1,100 +4%
KCPG
527
Kavar Capital Partners Group
Kansas
$1.96M -$61.6K -1,000 -3%
WAM
528
Worth Asset Management
Texas
$1.95M +$401K +6,506 +27%
SF
529
Slagle Financial
Illinois
$1.95M +$221K +3,594 +13%
LA
530
Latitude Advisors
Florida
$1.95M +$480K +7,801 +34%
TWP
531
Tempus Wealth Planning
California
$1.94M +$936K +15,200 +101%
FWI
532
Facet Wealth Inc
Maryland
$1.93M -$27.4K -445 -1%
BTWM
533
Brass Tax Wealth Management
Ohio
$1.93M +$1.86M +30,223 New
Qube Research & Technologies (QRT)
534
Qube Research & Technologies (QRT)
United Kingdom
$1.93M +$1.53M +24,813 +468%
SWMG
535
Sanchez Wealth Management Group
Florida
$1.92M +$167K +2,706 +10%
IWS
536
Integrity Wealth Solutions
Colorado
$1.9M -$17.2K -279 -0.9%
DWM
537
Dakota Wealth Management
Florida
$1.88M -$62.8K -1,020 -3%
CFG
538
Cooper Financial Group
California
$1.87M -$61.4K -998 -3%
Tudor Investment Corp
539
Tudor Investment Corp
Connecticut
$1.87M +$1.8M +29,194 New
FAP
540
Financial Advisory Partners
Florida
$1.86M -$23.1K -375 -1%
WFS
541
WealthGarden F.S.
California
$1.83M +$1.76M +28,659 New
PIA
542
Pinion Investment Advisors
Kansas
$1.83M -$58.4K -948 -3%
CGFA
543
Colton Groome Financial Advisors
North Carolina
$1.82M +$65.8K +1,068 +4%
VIP
544
Vantage Investment Partners
Missouri
$1.81M
RMAM
545
Raab & Moskowitz Asset Management
New Jersey
$1.81M -$43.8K -711 -2%
National Bank of Canada
546
National Bank of Canada
Quebec, Canada
$1.8M +$534K +8,674 +45%
CB
547
Chris Bulman
California
$1.79M +$1.72M +27,938 New
HAM
548
Harmony Asset Management
Arizona
$1.78M -$32K -520 -2%
QC
549
Quadrature Capital
United Kingdom
$1.78M +$1.71M +27,819 New
SPIA
550
Steward Partners Investment Advisory
New York
$1.78M +$1.24M +20,179 +264%

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.