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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
FL
626
FreeGulliver LLC
Louisiana
$1.31M -$190K -2,916 -13%
OGF
627
Orin Green Financial
California
$1.29M -$12.1K -186 -1%
SFM
628
Signet Financial Management
New Jersey
$1.28M +$85.7K +1,318 +7%
RFA
629
Resurgent Financial Advisors
Georgia
$1.28M -$303K -4,657 -20%
WFC
630
Western Financial Corp
California
$1.27M -$206K -3,171 -14%
KCFA
631
Key Client Fiduciary Advisors
New Jersey
$1.27M +$347K +5,342 +40%
BFG
632
Bleakley Financial Group
New Jersey
$1.26M +$60.2K +926 +5%
LWMNY
633
Landmark Wealth Management (New York)
New York
$1.24M +$3.32K +51 +0.3%
LSAG
634
Lake Street Advisors Group
New Hampshire
$1.24M +$3.84K +59 +0.3%
BA
635
Bluesphere Advisors
Pennsylvania
$1.24M -$6.5K -100 -0.5%
STAS
636
Strong Tower Advisory Services
Minnesota
$1.23M +$1.19M +18,271 New
CAM
637
Cobblestone Asset Management
Virginia
$1.23M +$112K +1,715 +10%
TF
638
Threadgill Financial
Texas
$1.22M -$323K -4,962 -22%
RWP
639
RWA Wealth Partners
Massachusetts
$1.22M +$755K +11,602 +180%
MFG
640
Magnus Financial Group
New York
$1.22M -$103K -1,590 -8%
HFM
641
Hartford Financial Management
Connecticut
$1.21M +$258K +3,970 +28%
ES
642
ETF Store
Kansas
$1.21M +$79K +1,215 +7%
PFG
643
Prosperity Financial Group
California
$1.21M +$236K +3,631 +26%
CWP
644
Concord Wealth Partners
Virginia
$1.2M +$77.3K +1,188 +7%
RWB
645
RMR Wealth Builders
New Jersey
$1.19M +$1.15M +17,672 New
NCM
646
Northwest Capital Management
Oregon
$1.19M
RWM
647
Ritholtz Wealth Management
New York
$1.19M -$73.6K -1,132 -6%
FWM
648
Fingerlakes Wealth Management
New York
$1.18M -$49.6K -762 -4%
CTWM
649
Cherry Tree Wealth Management
Minnesota
$1.18M
CIAS
650
Capital Investment Advisory Services
North Carolina
$1.18M +$215K +3,299 +23%

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.