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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
IA
601
Insight Advisors
Pennsylvania
$1.36M +$32.8K +532 +3%
GA
602
GoalVest Advisory
New York
$1.35M -$11.8K -191 -0.9%
CAAS
603
Capital Asset Advisory Services
Michigan
$1.33M -$7.45K -121 -0.6%
DC
604
Davenport & Co
Virginia
$1.33M +$38.7K +629 +3%
FCC
605
Flower City Capital
New York
$1.31M -$25.4K -413 -2%
HNB
606
Huntington National Bank
Ohio
$1.31M
CAG
607
Crestwood Advisors Group
Massachusetts
$1.31M -$93.3K -1,516 -7%
OSNBOA
608
Old Second National Bank of Aurora
Illinois
$1.31M +$735K +11,933 +140%
LCWP
609
Legacy Capital Wealth Partners
Arkansas
$1.3M +$1.25M +20,290 New
MC
610
Moors & Cabot
Massachusetts
$1.29M +$87.8K +1,426 +8%
T
611
TCWP
Ohio
$1.29M -$198K -3,220 -14%
BTWM
612
Baker Tilly Wealth Management
Wisconsin
$1.27M -$1.89M -30,663 -61%
CA
613
Calton & Associates
Florida
$1.27M +$328K +5,327 +37%
SI
614
Shaker Investments
Ohio
$1.26M +$380K +6,169 +46%
RWA
615
Redhawk Wealth Advisors
Minnesota
$1.26M -$55K -893 -4%
MFG
616
Magnus Financial Group
New York
$1.26M -$189K -3,072 -14%
MCM
617
MAI Capital Management
Ohio
$1.25M +$2.71K +44 +0.2%
SMC
618
Smith, Moore & Co
Missouri
$1.25M +$95.4K +1,550 +9%
MIFH
619
Migdal Insurance & Financial Holdings
Israel
$1.25M +$1.2M +19,420 New
RCA
620
Ranch Capital Advisors
Florida
$1.24M +$21.8K +354 +2%
OGF
621
Orin Green Financial
California
$1.23M +$1.19M +19,262 New
SWA
622
Stratos Wealth Advisors
Ohio
$1.21M +$218K +3,539 +23%
CI
623
CPR Investments
Michigan
$1.2M +$351K +5,707 +44%
RWM
624
Ritholtz Wealth Management
New York
$1.2M +$6.96K +113 +0.6%
CB
625
Community Bank
New York
$1.18M -$9.67K -157 -0.8%

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.