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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
WT
526
Whittier Trust
California
$2.22M
SF
527
Slagle Financial
Illinois
$2.22M +$158K +2,429 +8%
PTC
528
Private Trust Company
Ohio
$2.2M +$91.4K +1,406 +5%
HSG
529
Helen Stephens Group
Texas
$2.2M -$47.3K -728 -2%
FA
530
Fermata Advisors
California
$2.18M +$75.8K +1,166 +4%
SWA
531
Stratos Wealth Advisors
Ohio
$2.16M +$850K +13,078 +69%
AFG
532
Atomi Financial Group
New York
$2.14M -$59.3K -912 -3%
SWMG
533
Sanchez Wealth Management Group
Florida
$2.14M +$107K +1,647 +5%
BCFS
534
Butensky & Cohen Financial Security
Florida
$2.12M -$27.4K -422 -1%
MPCL
535
My Personal CFO LLC
Washington
$2.09M +$10.3K +158 +0.5%
TFA
536
Teamwork Financial Advisors
Texas
$2.08M -$63.5K -976 -3%
Jane Street
537
Jane Street
New York
$2.06M +$791K +12,159 +66%
SF
538
Safeguard Financial
Wisconsin
$2.06M -$18.7K -287 -0.9%
AC
539
Apella Capital
Connecticut
$2.06M +$650 +10 +0%
KCM
540
Kennicott Capital Management
California
$2.04M +$1.97M +30,288 New
Comerica Bank
541
Comerica Bank
Texas
$2.04M -$42.5K -653 -2%
FWI
542
Facet Wealth Inc
Maryland
$2.03M -$10.2K -157 -0.5%
SFG
543
Sterling Financial Group
California
$2.03M +$897K +13,800 +85%
CCM
544
Coldstream Capital Management
Washington
$2.01M -$95.3K -1,465 -5%
CFG
545
Cooper Financial Group
California
$1.98M +$12.2K +187 +0.6%
SPIA
546
Steward Partners Investment Advisory
New York
$1.95M +$69.3K +1,066 +4%
KCPG
547
Kavar Capital Partners Group
Kansas
$1.94M -$120K -1,850 -6%
HSWS
548
Higgins & Schmidt Wealth Strategies
Colorado
$1.94M +$1.86M +28,668 New
WHCI
549
W.H. Cornerstone Investments
Massachusetts
$1.94M -$2.48M -38,189 -57%
IWS
550
Integrity Wealth Solutions
Colorado
$1.92M -$81.2K -1,248 -4%

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.