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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
FAP
551
Financial Advisory Partners
Florida
$1.91M -$44.5K -685 -2%
VIP
552
Vantage Investment Partners
Missouri
$1.91M
RMAM
553
Raab & Moskowitz Asset Management
New Jersey
$1.91M
MWA
554
MN Wealth Advisors
Kansas
$1.88M +$285K +4,377 +19%
PIA
555
Pinion Investment Advisors
Kansas
$1.88M -$41.4K -636 -2%
WP
556
WealthShield Partners
North Carolina
$1.88M +$29.9K +460 +2%
AWM
557
Axxcess Wealth Management
California
$1.88M -$610K -9,377 -25%
YIA
558
YHB Investment Advisors
Connecticut
$1.87M +$761K +11,698 +73%
WFS
559
WealthGarden F.S.
California
$1.87M -$63K -968 -3%
OSNBOA
560
Old Second National Bank of Aurora
Illinois
$1.87M +$466K +7,162 +35%
SWM
561
Schwallier Wealth Management
Michigan
$1.86M +$54.9K +844 +3%
FEM
562
Fulcrum Equity Management
Texas
$1.84M -$361K -5,557 -17%
VIM
563
Vista Investment Management
Pennsylvania
$1.83M -$38.4K -590 -2%
SSW
564
Stone Summit Wealth
Florida
$1.82M -$1.69K -26 -0.1%
LIA
565
LBMC Investment Advisors
Tennessee
$1.81M +$721K +11,090 +71%
SEA
566
Stegent Equity Advisors
Texas
$1.81M
RWA
567
Rooted Wealth Advisors
Illinois
$1.79M -$36K -553 -2%
MIFH
568
Migdal Insurance & Financial Holdings
Israel
$1.78M +$455K +6,990 +36%
RFP
569
Root Financial Partners
California
$1.75M +$1.35M +20,771 +399%
HAM
570
Harmony Asset Management
Arizona
$1.75M -$129K -1,991 -7%
TCFP
571
Treasure Coast Financial Planning
Florida
$1.73M
FGG
572
Financial Guidance Group
Florida
$1.73M +$712K +10,954 +75%
RJT
573
Raymond James Trust
Florida
$1.72M +$60.9K +936 +4%
NFP
574
Narus Financial Partners
Utah
$1.71M +$22.8K +351 +1%
CMBA
575
C.M. Bidwell & Associates
Hawaii
$1.69M

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.