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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
NG
576
Norden Group
Utah
$1.52M -$23.5K -382 -2%
EWA
577
EverSource Wealth Advisors
Alabama
$1.51M +$773K +12,553 +116%
RFA
578
Resurgent Financial Advisors
Georgia
$1.51M -$642K -10,436 -31%
ETIA
579
Epic Trust Investment Advisors
Washington
$1.51M -$18.5K -301 -1%
MWA
580
MN Wealth Advisors
Kansas
$1.51M +$763K +12,392 +111%
QWM
581
Quadcap Wealth Management
Texas
$1.5M -$76.7K -1,246 -5%
Jones Financial Companies
582
Jones Financial Companies
Missouri
$1.48M +$1.12M +18,267 +375%
TF
583
Threadgill Financial
Texas
$1.48M +$1.42M +23,056 New
MWM
584
MBE Wealth Management
Wisconsin
$1.47M +$23.3K +378 +2%
DP
585
Dearborn Partners
Illinois
$1.47M +$1.41M +22,939 New
RFN
586
Redwood Financial Network
Ohio
$1.46M +$15K +244 +1%
SPC
587
Spirepoint Private Client
Florida
$1.44M +$22.1K +359 +2%
WPW
588
Watershed Private Wealth
Illinois
$1.44M -$42.5K -691 -3%
FL
589
FreeGulliver LLC
Louisiana
$1.43M +$457K +7,415 +50%
PFG
590
Pacific Financial Group
Washington
$1.42M -$208K -3,371 -13%
CC
591
Cypress Capital
Tennessee
$1.42M +$759K +12,325 +125%
CFP
592
Cascade Financial Partners
California
$1.42M -$9.3K -151 -0.7%
GF
593
Gries Financial
Ohio
$1.42M -$1.49M -24,179 -52%
WFC
594
Western Financial Corp
California
$1.41M -$412K -6,700 -23%
BOSSRA
595
B.O.S.S. Retirement Advisors
Utah
$1.4M +$1.34M +21,818 New
CA
596
CGN Advisors
Kansas
$1.4M -$68.6K -1,115 -5%
KWA
597
Kingswood Wealth Advisors
California
$1.39M +$199K +3,239 +18%
EFA
598
Evernest Financial Advisors
Indiana
$1.39M +$313K +5,078 +31%
NFG
599
Nations Financial Group
Iowa
$1.38M -$457K -7,425 -26%
PIA
600
Perennial Investment Advisors
California
$1.38M -$57.6K -936 -4%

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.