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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
SAI
701
Savvy Advisors Inc
New York
$855K -$650 -10 -0.1%
MCA
702
Millennium Capital Advisors
Arkansas
$855K +$2.6K +40 +0.3%
SAM
703
Strategy Asset Managers
California
$851K +$820K +12,604 New
UAG
704
United Advisor Group
Ohio
$850K +$368K +5,657 +82%
AIM
705
Anchor Investment Management
South Carolina
$847K +$41.2K +634 +5%
FP
706
Fiduciary Planning
Florida
$846K -$3.64K -56 -0.4%
Deutsche Bank
707
Deutsche Bank
Germany
$843K +$271K +4,168 +50%
ACM
708
Altrius Capital Management
North Carolina
$839K -$27.4K -422 -3%
DC
709
Defender Capital
North Carolina
$837K +$104K +1,600 +15%
TC
710
TAP Consulting
Missouri
$835K +$87.2K +1,341 +12%
LFA
711
LGT Financial Advisors
Texas
$830K -$122K -1,882 -13%
CCM
712
Crew Capital Management
Ohio
$829K -$123K -1,887 -13%
I
713
INVST
Indiana
$823K +$14.9K +229 +2%
CAL
714
Capital Advisors Ltd
Ohio
$821K
JIP
715
Jaffetilchin Investment Partners
Florida
$821K -$18.3K -282 -2%
UCFA
716
United Capital Financial Advisors
Texas
$820K -$41.4K -636 -5%
EA
717
Emerald Advisors
Washington
$819K +$44.6K +686 +6%
AWM
718
Accurate Wealth Management
Florida
$819K +$15.3K +236 +2%
CAAS
719
Capital Asset Advisory Services
Michigan
$816K -$540K -8,310 -41%
RPCONE
720
Retirement Planning Company of New England
Rhode Island
$813K +$7.41K +114 +1%
IC
721
IEQ Capital
California
$811K +$65 +1 +0%
AG
722
AlTi Global
New York
$803K +$455 +7 +0.1%
BF
723
Brogan Financial
Tennessee
$800K +$13.3K +204 +2%
FPW
724
Flagship Private Wealth
Massachusetts
$797K -$69.1K -1,062 -8%
CA
725
Clearstead Advisors
Ohio
$795K -$19K -292 -2%

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.