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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
MML Investors Services
51
MML Investors Services
Massachusetts
$94.4M +$4.6M +70,734 +5%
AIA
52
Alera Investment Advisors
Illinois
$90M -$11.4M -174,997 -12%
PCA
53
Prosperity Capital Advisors
Ohio
$89.7M -$855K -13,153 -1%
Two Sigma Investments
54
Two Sigma Investments
New York
$87.8M -$54.2M -834,100 -39%
KW
55
KWB Wealth
California
$87M +$900K +13,840 +1%
RJA
56
Raymond James & Associates
Florida
$86.4M +$5.43M +83,440 +7%
SAM
57
Standpoint Asset Management
Arizona
$86.4M +$9.52M +146,400 +13%
ACA
58
Aptus Capital Advisors
Alabama
$86.2M +$8.74M +134,340 +12%
SWP
59
Stratos Wealth Partners
Ohio
$85.6M -$7.76M -119,367 -9%
State Street
60
State Street
Massachusetts
$85.4M +$31.3M +481,787 +62%
NEWAS
61
N.E.W. Advisory Services
Wisconsin
$83.6M -$205K -3,157 -0.3%
HWM
62
Horizon Wealth Management
Illinois
$82M -$13M -199,448 -14%
UF
63
Univest Financial
Pennsylvania
$80.8M +$77.8M +1,196,615 New
RIG
64
RiverFront Investment Group
Virginia
$80.6M +$1.87M +28,682 +2%
CIAS
65
CFS Investment Advisory Services
New Jersey
$74.5M -$8.83M -135,836 -11%
CIA
66
Compass Ion Advisors
Pennsylvania
$74.2M +$2.02M +31,127 +3%
Natixis Advisors
67
Natixis Advisors
Massachusetts
$71.5M -$51.4M -789,711 -43%
SC
68
Savant Capital
Illinois
$70M -$16.5M -253,036 -20%
UBS Group
69
UBS Group
Switzerland
$69.9M +$8.05M +123,734 +14%
IF
70
Intrua Financial
Texas
$69.7M +$2.15M +33,013 +3%
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$67.5M +$4.39M +67,497 +7%
BPWM
72
Badgley Phelps Wealth Managers
Washington
$67.3M +$822K +12,636 +1%
AF
73
Advisornet Financial
Minnesota
$66.7M +$40.4M +620,633 +169%
KAS
74
Kestra Advisory Services
Texas
$66.7M -$1.28M -19,646 -2%
AP
75
Americana Partners
Texas
$65.5M +$23.5M +361,670 +59%

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.