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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
AMM
726
American Money Management
California
$781K -$12.6K -194 -2%
EWA
727
Etesian Wealth Advisors
Oregon
$781K +$752K +11,562 New
PTP
728
Platform Technology Partners
New York
$780K +$183K +2,818 +32%
RBFC
729
Roman Butler Fullerton & Co
Missouri
$779K -$28.5K -439 -4%
LWM
730
Liberty Wealth Management
California
$778K +$102K +1,562 +16%
CA
731
Corrado Advisors
New Jersey
$776K -$12.6K -193 -2%
CIBC Private Wealth Group
732
CIBC Private Wealth Group
Georgia
$772K +$489K +7,525 +192%
CC
733
Cornerstone Capital
California
$762K +$734K +11,287 New
BI
734
Beckerman Institutional
New Jersey
$757K +$729K +11,215 New
IPWA
735
International Private Wealth Advisors
California
$755K +$245K +3,774 +51%
CC
736
Cypress Capital
Tennessee
$751K -$719K -11,061 -50%
QCM
737
QRG Capital Management
Illinois
$751K +$342K +5,259 +90%
LFG
738
Lockerman Financial Group
California
$743K +$24.6K +378 +4%
HTHT
739
Hemenway Trust Hemenway Trust
New Hampshire
$741K -$168K -2,583 -19%
NAS
740
Nicolet Advisory Services
Wisconsin
$734K +$123K +1,896 +21%
SCP
741
Stevens Capital Partners
Nebraska
$730K +$110K +1,688 +18%
CIA
742
Capital Investment Advisors
Georgia
$726K +$13.3K +204 +2%
SAM
743
Smartleaf Asset Management
Massachusetts
$722K +$318K +4,892 +84%
HAS
744
HBW Advisory Services
California
$719K -$80.9K -1,244 -10%
PIAS
745
PCA Investment Advisory Services
Ohio
$715K +$845 +13 +0.1%
TI
746
Trexquant Investment
Connecticut
$714K +$688K +10,576 New
GAM
747
Gotham Asset Management
New York
$712K +$686K +10,542 New
ADL
748
Asset Dedication LLC
California
$711K -$1.04K -16 -0.2%
RWM
749
Rockwood Wealth Management
Pennsylvania
$706K +$22.9K +352 +3%
RB
750
Renasant Bank
Mississippi
$703K +$677K +10,415 New

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.