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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
Goldman Sachs
51
Goldman Sachs
New York
$94.9M -$770K -12,511 -0.8%
GLA
52
Good Life Advisors
Pennsylvania
$93.5M +$10.6M +171,981 +13%
HWM
53
Horizon Wealth Management
Illinois
$90.5M +$26M +421,875 +43%
SWP
54
Stratos Wealth Partners
Ohio
$88.8M -$2.62M -42,608 -3%
PCA
55
Prosperity Capital Advisors
Ohio
$85.9M +$1.17M +18,997 +1%
MML Investors Services
56
MML Investors Services
Massachusetts
$85M +$269K +4,363 +0.3%
KW
57
KWB Wealth
California
$82.8M -$1.73M -28,126 -2%
SC
58
Savant Capital
Illinois
$82.6M +$79.4M +1,290,184 New
NEWAS
59
N.E.W. Advisory Services
Wisconsin
$79.4M -$11.1M -179,536 -13%
CIAS
60
CFS Investment Advisory Services
New Jersey
$79.3M -$9.02M -146,548 -11%
GP
61
Girard Partners
Pennsylvania
$78.2M +$1.67M +27,095 +2%
RJA
62
Raymond James & Associates
Florida
$76.5M +$8.87M +143,998 +14%
RIG
63
RiverFront Investment Group
Virginia
$74.6M +$654K +10,625 +0.9%
ACA
64
Aptus Capital Advisors
Alabama
$73.1M +$8.08M +131,302 +13%
SAM
65
Standpoint Asset Management
Arizona
$72.5M +$7.41M +120,300 +12%
OFS
66
OneAscent Financial Services
Alabama
$71.4M -$9.69M -157,429 -12%
OBWP
67
O'Brien Wealth Partners
Massachusetts
$68.2M +$63.2M +1,025,803 +2,618%
CIA
68
Compass Ion Advisors
Pennsylvania
$65.7M +$816K +13,258 +1%
KAS
69
Kestra Advisory Services
Texas
$64.5M +$4.8M +77,987 +8%
IF
70
Intrua Financial
Texas
$64M +$4.22M +68,514 +7%
SFS
71
Security Financial Services
Indiana
$63.7M -$4.95M -80,341 -7%
BCM
72
Brookstone Capital Management
Illinois
$63.7M -$26.2M -425,538 -30%
BPWM
73
Badgley Phelps Wealth Managers
Washington
$63M +$236K +3,826 +0.4%
AAG
74
Armstrong Advisory Group
Massachusetts
$62.4M -$10.9M -176,836 -15%
DA
75
Detalus Advisors
Missouri
$60.3M -$2.81M -45,573 -5%

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.