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SPYM

State Street SPDR Portfolio S&P 500 ETF

1,252 hedge funds and large institutions have $38.7B invested in State Street SPDR Portfolio S&P 500 ETF in 2024 Q4 according to their latest regulatory filings, with 225 funds opening new positions, 552 increasing their positions, 371 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 225 | Existing positions closed: 52

49% more repeat investments, than reductions

Existing positions increased: 552 | Existing positions reduced: 371

24% more funds holding in top 10

Funds holding in top 10: 230285 (+55)

23% more capital invested

Capital invested by funds: $31.6B → $38.7B (+$7.12B)

14% more funds holding

Funds holding: 1,0961,252 (+156)

0.77% more ownership

Funds ownership: 68.18%68.95% (+0.77%)

58% less call options, than puts

Call options by funds: $21.7M | Put options by funds: $51.2M

Holders
1,252
Holders Change
+156
Holders Change %
+14.23%
% of All Funds
16.49%
Holding in Top 10
285
Holding in Top 10 Change
+55
Holding in Top 10 Change %
+23.91%
% of All Funds
3.75%
New
225
Increased
552
Reduced
371
Closed
52
Calls
$21.7M
Puts
$51.2M
Net Calls
-$29.5M
Net Calls Change
-$35.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$124M +$11M +159,260 +10%
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$122M +$23.4M +337,352 +24%
SHGA
53
Sand Hill Global Advisors
California
$115M +$642K +9,261 +0.6%
ACA
54
Aptus Capital Advisors
Alabama
$110M +$22.1M +318,463 +25%
UBS Group
55
UBS Group
Switzerland
$109M +$38M +548,217 +53%
MML Investors Services
56
MML Investors Services
Massachusetts
$109M +$12.6M +181,630 +13%
GLA
57
Good Life Advisors
Pennsylvania
$109M +$3.89M +56,137 +4%
UF
58
Univest Financial
Pennsylvania
$109M +$26.3M +379,830 +32%
IWC
59
Integrated Wealth Concepts
Massachusetts
$105M -$996K -14,363 -0.9%
PCA
60
Prosperity Capital Advisors
Ohio
$97.6M +$5.95M +85,840 +6%
ACM
61
AlphaStar Capital Management
North Carolina
$94.1M -$19.7M -284,355 -17%
KW
62
KWB Wealth
California
$89.8M -$2.06M -29,655 -2%
SAM
63
Standpoint Asset Management
Arizona
$88.2M
TLIC
64
Taiyo Life Insurance Company
Japan
$85.2M -$21.5M -310,000 -20%
State Street
65
State Street
Massachusetts
$84.4M -$2.76M -39,772 -3%
RIG
66
RiverFront Investment Group
Virginia
$84.1M +$1.73M +24,958 +2%
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$81.9M +$13M +188,034 +19%
APTFM
68
AGUR Provident & Training Funds Management
Israel
$77.8M -$37.7M -543,500 -33%
SWP
69
Stratos Wealth Partners
Ohio
$76.5M -$10.9M -157,712 -12%
CIA
70
Compass Ion Advisors
Pennsylvania
$76M +$270K +3,890 +0.4%
CIAS
71
CFS Investment Advisory Services
New Jersey
$75.5M -$549K -7,924 -0.7%
OFS
72
OneAscent Financial Services
Alabama
$73.8M +$74.2M +1,071,126 New
HWM
73
Horizon Wealth Management
Illinois
$72.6M -$11.2M -161,022 -13%
Commonwealth Equity Services
74
Commonwealth Equity Services
Massachusetts
$72.3M +$9.02M +130,123 +14%
4WM
75
49 Wealth Management
Texas
$70.5M +$12.1M +175,051 +21%

SPYM Hedge Fund Activity: Q4 2024 in Review

1,252 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 ETF (SPYM) for Q4 2024, worth a combined $38.7B — up 23% from $31.6B a quarter earlier.

Buyers outnumbered sellers: 225 funds opened new SPYM positions and 52 closed out — a net gain of 173 holders — while 552 added to existing stakes and 371 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $1.07B. The largest seller was Allianz Asset Management, cutting an estimated $103M.

  • 1,252 institutional investors held State Street SPDR Portfolio S&P 500 ETF (SPYM) as of Q4 2024, up from 1,096 in Q3 2024.
  • Funds reported $38.7B of State Street SPDR Portfolio S&P 500 ETF stock for Q4 2024, up 23% quarter-over-quarter.
  • 225 funds opened new State Street SPDR Portfolio S&P 500 ETF positions in Q4 2024 and 52 closed out, a net change of +173 holders.
  • The largest State Street SPDR Portfolio S&P 500 ETF buyer in Q4 2024 was Jones Financial Companies, an estimated $1.07B added.
  • The largest State Street SPDR Portfolio S&P 500 ETF seller in Q4 2024 was Allianz Asset Management, an estimated $103M sold.

Based on aggregated 13F filings for Q4 2024.