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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
C
676
Certuity
Florida
$892K
DRS
677
Deane Retirement Strategies
Louisiana
$890K -$29.2K -474 -3%
IFPL
678
Investments & Financial Planning LLC
Kentucky
$884K -$49.6K -806 -6%
AWM
679
Avior Wealth Management
Nebraska
$874K -$275K -4,462 -25%
HTHT
680
Hemenway Trust Hemenway Trust
New Hampshire
$868K -$308 -5 -0%
RSWM
681
Robertson Stephens Wealth Management
California
$866K -$2.14M -34,800 -72%
MIAS
682
Mason Investment Advisory Services
Virginia
$864K -$26.1K -424 -3%
HA
683
Hofer & Associates
California
$861K +$10.2K +166 +1%
KCFA
684
Key Client Fiduciary Advisors
New Jersey
$861K +$308K +5,007 +59%
EFG
685
Embree Financial Group
Illinois
$860K -$209K -3,391 -20%
CAMV
686
Concord Asset Management (Virginia)
Virginia
$832K +$100K +1,627 +14%
SL
687
SFM LLC
New Hampshire
$831K -$143K -2,320 -15%
HFA
688
Hershey Financial Advisers
Pennsylvania
$828K +$797K +12,945 New
FPW
689
Flagship Private Wealth
Massachusetts
$824K -$68.2K -1,108 -8%
ACM
690
Altrius Capital Management
North Carolina
$822K -$12.1K -197 -2%
UCFA
691
United Capital Financial Advisors
Texas
$818K -$54.1K -878 -6%
TCM
692
Traynor Capital Management
Pennsylvania
$818K +$29.3K +476 +4%
SAI
693
Savvy Advisors Inc
New York
$811K -$91.9K -1,493 -11%
MCA
694
Millennium Capital Advisors
Arkansas
$808K +$2.71K +44 +0.3%
FP
695
Fiduciary Planning
Florida
$806K -$4.06K -66 -0.5%
CFP
696
Cypress Financial Planning
New Jersey
$796K +$133K +2,157 +21%
JIP
697
Jaffetilchin Investment Partners
Florida
$796K +$1.91K +31 +0.2%
Millennium Management
698
Millennium Management
New York
$793K -$4.85M -78,720 -86%
RBFC
699
Roman Butler Fullerton & Co
Missouri
$783K +$330K +5,353 +82%
CAL
700
Capital Advisors Ltd
Ohio
$778K

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.