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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
RWA
551
Rooted Wealth Advisors
Illinois
$1.77M -$221K -3,597 -12%
VIM
552
Vista Investment Management
Pennsylvania
$1.77M -$35.2K -572 -2%
WP
553
WealthShield Partners
North Carolina
$1.76M -$231K -3,758 -12%
AWA
554
Arkadios Wealth Advisors
Georgia
$1.74M -$7.2K -117 -0.4%
SSW
555
Stone Summit Wealth
Florida
$1.73M -$3.08K -50 -0.2%
SP
556
Sequent Planning
Nebraska
$1.72M +$186K +3,024 +13%
SWM
557
Schwallier Wealth Management
Michigan
$1.71M -$132K -2,137 -7%
SEA
558
Stegent Equity Advisors
Texas
$1.71M
AFS
559
Access Financial Services
Minnesota
$1.67M -$2.89K -47 -0.2%
SFG
560
Sovereign Financial Group
Connecticut
$1.67M +$1.03M +16,680 +176%
William Blair & Company
561
William Blair & Company
Illinois
$1.64M -$170K -2,758 -10%
TCFP
562
Treasure Coast Financial Planning
Florida
$1.64M -$15.5K -251 -1%
AA
563
AlphaMark Advisors
Kentucky
$1.63M +$116K +1,889 +8%
CWM
564
CIBC World Markets
New York
$1.62M -$37.2K -604 -2%
CMBA
565
C.M. Bidwell & Associates
Hawaii
$1.6M
NFP
566
Narus Financial Partners
Utah
$1.6M +$10.3K +167 +0.7%
RJT
567
Raymond James Trust
Florida
$1.57M +$62.9K +1,021 +4%
Koshinski Asset Management
568
Koshinski Asset Management
Illinois
$1.56M +$615K +9,983 +72%
PFA
569
Professional Financial Advisors
Nebraska
$1.55M -$12.2K -198 -0.8%
AWM
570
Abound Wealth Management
Tennessee
$1.55M +$224K +3,639 +18%
MA
571
MAS Advisors
Florida
$1.55M
RWPA
572
Richard W. Paul & Associates
Michigan
$1.55M -$145K -2,350 -9%
TA
573
TrueWealth Advisors
Alabama
$1.54M -$64.8K -1,052 -4%
SPC
574
Sigma Planning Corp
Michigan
$1.54M -$800 -13 -0.1%
RCA
575
Resonant Capital Advisors
Wisconsin
$1.53M -$299K -4,859 -17%

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.