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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
CIA
726
Capital Investment Advisors
Georgia
$675K +$14.2K +231 +2%
LFG
727
Leverty Financial Group
Wisconsin
$674K +$54.4K +884 +9%
DC
728
Destiny Capital
Colorado
$663K -$24.6K -399 -4%
Fisher Asset Management
729
Fisher Asset Management
Washington
$651K +$626K +10,166 New
RWM
730
Rockwood Wealth Management
Pennsylvania
$646K +$53K +861 +9%
AUB
731
Atlantic Union Bankshares
Virginia
$644K +$16.3K +264 +3%
LWM
732
Liberty Wealth Management
California
$638K +$90.6K +1,471 +17%
CFS
733
Coordinated Financial Services
Colorado
$630K +$1.54K +25 +0.3%
ORG
734
Optimist Retirement Group
Washington
$625K +$1.05K +17 +0.2%
Empower Advisory Group
735
Empower Advisory Group
Colorado
$624K +$182K +2,964 +44%
TC
736
Trilogy Capital
California
$616K -$694K -11,273 -54%
SFA
737
Source Financial Advisors
New York
$616K -$20.8K -338 -3%
VCM
738
Virtue Capital Management
Tennessee
$611K +$35.7K +580 +7%
RW
739
Regimen Wealth
Georgia
$610K -$5.11K -83 -0.9%
CWM
740
Cranbrook Wealth Management
Michigan
$608K
LMKC
741
L.M. Kohn & Company
Ohio
$606K +$102K +1,652 +21%
KFI
742
Key Financial Inc
Pennsylvania
$606K +$41.9K +680 +8%
EWA
743
EP Wealth Advisors
California
$602K +$394K +6,396 +213%
NAS
744
Nicolet Advisory Services
Wisconsin
$600K +$133K +2,163 +31%
LWANC
745
Laurel Wealth Advisors (North Carolina)
North Carolina
$592K +$7.82K +127 +1%
Vanguard Group
746
Vanguard Group
Pennsylvania
$592K +$247K +4,009 +77%
FCM
747
Fourpath Capital Management
Oklahoma
$586K -$20.9K -339 -4%
SCP
748
Stevens Capital Partners
Nebraska
$584K +$47K +763 +9%
TCPG
749
Trivant Custom Portfolio Group
California
$579K +$33.1K +538 +6%
ACS
750
Archford Capital Strategies
Illinois
$577K

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.