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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

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: 196 → 225 (+29)

8% more funds holding

Funds holding: 974 → 1,054 (+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

Top Buyers

Rank Fund Capital Flow
1
Betterment LLC
Betterment LLC
New York
+$560M
2
SLI
Sumitomo Life Insurance
Japan
+$314M
3
Allianz Asset Management
Allianz Asset Management
Germany
+$306M
4
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
+$183M
5
Morgan Stanley
Morgan Stanley
New York
+$178M

Top Sellers

Rank Fund Capital Flow
1
MB
Mizuho Bank
Japan
-$314M
2
SMM
Stadion Money Management
Georgia
-$130M
3
SWM
SigFig Wealth Management
California
-$47.4M
4
SAG
SageView Advisory Group
California
-$44.9M
5
AssetMark Inc
AssetMark Inc
California
-$39.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
BA
626
Bluesphere Advisors
Pennsylvania
$1.18M +$108K +1,762 +11%
Jane Street
627
Jane Street
New York
$1.18M +$1.13M +18,413 New
LWMNY
628
Landmark Wealth Management (New York)
New York
$1.18M +$64.5K +1,048 +6%
LSAG
629
Lake Street Advisors Group
New Hampshire
$1.17M +$348K +5,660 +45%
FWM
630
Fingerlakes Wealth Management
New York
$1.17M +$3.57K +58 +0.3%
TPA
631
Trivium Point Advisory
Connecticut
$1.16M +$858K +13,941 +329%
MGP
632
Metis Global Partners
California
$1.15M +$424K +6,895 +63%
BFG
633
Bleakley Financial Group
New Jersey
$1.14M +$19.8K +321 +2%
NCM
634
Northwest Capital Management
Oregon
$1.13M -$302K -4,909 -22%
SFM
635
Signet Financial Management
New Jersey
$1.13M +$120K +1,945 +12%
CTWM
636
Cherry Tree Wealth Management
Minnesota
$1.12M – – –
EAM
637
Empirical Asset Management
Massachusetts
$1.1M +$1.84M +29,933 +339%
CIA
638
Cape Investment Advisory
Georgia
$1.09M +$406K +6,594 +64%
CPA
639
Clear Point Advisors
New York
$1.08M -$308 -5 -0%
ES
640
ETF Store
Kansas
$1.07M +$90.8K +1,475 +10%
FA
641
FSA Advisors
Michigan
$1.06M -$8.8K -143 -0.8%
CWP
642
Concord Wealth Partners
Virginia
$1.06M +$56K +910 +6%
CAM
643
Cobblestone Asset Management
Virginia
$1.05M +$116K +1,882 +13%
SCM
644
Sebold Capital Management
Illinois
$1.05M -$616 -10 -0.1%
CWM
645
Cedar Wealth Management
California
$1.04M -$51.6K -838 -5%
SFG
646
Sterling Financial Group
California
$1.04M +$997K +16,200 New
B
647
Bensler
Washington
$1.03M -$3.24M -52,672 -77%
KFG
648
Kingdom Financial Group
Arizona
$1.03M -$329K -5,340 -25%
YIA
649
YHB Investment Advisors
Connecticut
$1.03M +$36K +584 +4%
FMN
650
Financial Management Network
California
$1.02M +$1.35K +22 +0.1%
24 25
26
27 28

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.