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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
FFO
676
Fortitude Family Office
Arizona
$980K -$20.8K -320 -2%
HKIMG
677
Hutchens & Kramer Investment Management Group
Indiana
$963K +$600K +9,225 +178%
TF
678
TLWM Financial
Texas
$961K -$74.2K -1,141 -7%
JSA
679
Jacobson & Schmitt Advisors
Wisconsin
$961K +$5.98K +92 +0.7%
WIP
680
WealthCare Investment Partners
Rhode Island
$957K -$42.2K -649 -4%
SF
681
Synovus Financial
Georgia
$953K +$501K +7,698 +120%
CB
682
Chris Bulman
California
$947K -$904K -13,908 -50%
CWG
683
Cornerstone Wealth Group
North Carolina
$945K +$579K +8,904 +175%
AWM
684
Apollon Wealth Management
South Carolina
$938K -$101K -1,559 -10%
CAMV
685
Concord Asset Management (Virginia)
Virginia
$930K +$50.5K +777 +6%
FA
686
FSA Advisors
Michigan
$927K -$181K -2,785 -17%
FOA
687
Five Oceans Advisors
California
$923K -$90K -1,384 -9%
SL
688
Sentinus LLC
Illinois
$918K +$952K +14,643 +359%
HA
689
Hofer & Associates
California
$916K +$7.61K +117 +0.9%
DRS
690
Deane Retirement Strategies
Louisiana
$916K -$22K -338 -2%
MIAS
691
Mason Investment Advisory Services
Virginia
$911K
EFG
692
Embree Financial Group
Illinois
$910K +$2.8K +43 +0.3%
LFG
693
Leverty Financial Group
Wisconsin
$903K +$185K +2,842 +27%
TPWA
694
Twin Peaks Wealth Advisors
California
$901K -$44.9K -690 -5%
AWM
695
Avior Wealth Management
Nebraska
$893K -$27.4K -422 -3%
CFG
696
Copley Financial Group
California
$890K +$858K +13,186 New
SL
697
SFM LLC
New Hampshire
$867K -$9.04K -139 -1%
NIWA
698
New Insight Wealth Advisors
California
$865K +$393K +6,048 +89%
CB
699
Commerce Bank
Missouri
$863K -$92.7K -1,425 -10%
IFPL
700
Investments & Financial Planning LLC
Kentucky
$856K -$74.3K -1,142 -8%

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.