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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
CA
701
Clearstead Advisors
Ohio
$772K +$635K +10,312 +589%
AWM
702
Accurate Wealth Management
Florida
$770K -$125K -2,024 -15%
IC
703
IEQ Capital
California
$769K +$73.1K +1,188 +11%
JSW
704
Journey Strategic Wealth
New Jersey
$768K +$132K +2,145 +22%
I
705
INVST
Indiana
$767K +$10.6K +172 +1%
PFA
706
Peak Financial Advisors
Colorado
$765K +$106K +1,726 +17%
RPCONE
707
Retirement Planning Company of New England
Rhode Island
$763K +$40K +650 +6%
AIM
708
Anchor Investment Management
South Carolina
$762K +$38.8K +631 +6%
HAS
709
HBW Advisory Services
California
$761K -$74.4K -1,208 -9%
AG
710
AlTi Global
New York
$761K +$431 +7 +0.1%
SA
711
Stewardship Advisors
Pennsylvania
$758K +$18.7K +304 +3%
AMM
712
American Money Management
California
$753K -$76.2K -1,238 -10%
CA
713
Corrado Advisors
New Jersey
$748K -$30.2K -490 -4%
BF
714
Brogan Financial
Tennessee
$745K +$14.8K +240 +2%
SIA
715
Strategic Investment Advisors
Michigan
$726K -$423K -6,872 -38%
VCA
716
Verdence Capital Advisors
Maryland
$725K -$61.9K -1,005 -8%
EA
717
Emerald Advisors
Washington
$719K +$62.5K +1,015 +10%
FC
718
Financial Consulate
Maryland
$716K -$54.4K -884 -7%
TC
719
TAP Consulting
Missouri
$706K +$101K +1,640 +17%
DC
720
Defender Capital
North Carolina
$691K +$326K +5,300 +96%
OWA
721
Outlook Wealth Advisors
Texas
$689K -$181K -2,934 -26%
LFG
722
Lockerman Financial Group
California
$681K
APS
723
American Planning Services
Florida
$679K -$90.4K -1,469 -12%
PIAS
724
PCA Investment Advisory Services
Ohio
$677K +$862 +14 +0.1%
ADL
725
Asset Dedication LLC
California
$675K -$17.8K -289 -3%

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.