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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
CWS
651
Confluence Wealth Services
Pennsylvania
$1.02M -$23K -373 -2%
LIA
652
LBMC Investment Advisors
Tennessee
$1M
TA
653
TFG Advisers
Michigan
$992K +$115K +1,876 +14%
AWM
654
Apollon Wealth Management
South Carolina
$989K -$71.5K -1,162 -7%
TF
655
TLWM Financial
Texas
$984K -$23.8K -386 -2%
PCIA
656
Prime Capital Investment Advisors
Kansas
$980K -$124K -2,019 -12%
FOA
657
Five Oceans Advisors
California
$964K +$76.9K +1,249 +9%
3F
658
360 Financial
Minnesota
$961K +$245K +3,974 +36%
TF
659
Trek Financial
Arizona
$960K +$25.8K +419 +3%
NS
660
NBC Securities
Alabama
$960K +$25.4K +413 +3%
WIP
661
WealthCare Investment Partners
Rhode Island
$959K -$2.22K -36 -0.2%
NF
662
Nikulski Financial
Iowa
$956K +$1.35K +22 +0.1%
FFO
663
Fortitude Family Office
Arizona
$949K +$493 +8 +0.1%
FGG
664
Financial Guidance Group
Florida
$937K +$901K +14,633 New
P
665
&Partners
Tennessee
$917K +$392K +6,374 +80%
TAM
666
TCP Asset Management
Ohio
$912K -$340K -5,530 -28%
PFG
667
Prosperity Financial Group
California
$910K +$76K +1,235 +10%
CB
668
Commerce Bank
Missouri
$909K +$875K +14,209 New
LFA
669
LGT Financial Advisors
Texas
$907K -$68K -1,105 -7%
CCM
670
Crew Capital Management
Ohio
$906K +$10.6K +172 +1%
JSA
671
Jacobson & Schmitt Advisors
Wisconsin
$905K -$11.7K -190 -1%
CIAS
672
Capital Investment Advisory Services
North Carolina
$903K +$67.8K +1,102 +8%
TPWA
673
Twin Peaks Wealth Advisors
California
$898K -$201K -3,270 -19%
SAW
674
Signal Advisors Wealth
Michigan
$897K -$11.4M -184,894 -93%
HFM
675
Hartford Financial Management
Connecticut
$897K +$48.8K +792 +6%

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.