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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
MCCP
751
Mission Creek Capital Partners
California
$577K -$12.3K -200 -2%
MCM
752
Magnolia Capital Management
New York
$569K
KPWS
753
Kestra Private Wealth Services
Texas
$562K +$68.8K +1,118 +15%
DW30
754
Drucker Wealth 3.0
New Jersey
$562K +$540K +8,776 New
PTP
755
Platform Technology Partners
New York
$559K +$538K +8,732 New
SFS
756
Summit Financial Strategies
Ohio
$553K +$205K +3,322 +63%
SRWM
757
Shira Ridge Wealth Management
California
$553K -$49.1K -797 -8%
APWA
758
Atlas Private Wealth Advisors
New Jersey
$551K +$277K +4,494 +109%
FA
759
Fortis Advisors
Pennsylvania
$546K +$143K +2,320 +37%
RCM
760
Raleigh Capital Management
North Carolina
$543K -$19.5K -316 -4%
AF
761
Allworth Financial
California
$542K +$122K +1,977 +31%
CWM
762
Chemistry Wealth Management
New York
$538K
BlackRock
763
BlackRock
New York
$537K -$71.9K -1,168 -12%
TDC
764
Thompson Davis & Co
Virginia
$534K +$514K +8,350 New
Deutsche Bank
765
Deutsche Bank
Germany
$533K +$247K +4,014 +93%
Citigroup
766
Citigroup
New York
$533K +$44.2K +718 +9%
DFG
767
Dupree Financial Group
Kentucky
$525K +$505K +8,208 New
OWA
768
ORBA Wealth Advisors
Illinois
$521K -$1.66K -27 -0.3%
AIM
769
Acropolis Investment Management
Missouri
$520K -$24K -390 -5%
GSIS
770
Global Strategic Investment Solutions
Arizona
$512K
SWM
771
SFG Wealth Management
Maryland
$507K +$75.9K +1,233 +18%
IAN
772
Integrated Advisors Network
Texas
$502K -$2.34K -38 -0.5%
MAG
773
M3 Advisory Group
Massachusetts
$499K +$1.05K +17 +0.2%
WJA
774
Willis Johnson & Associates
Texas
$496K +$477K +7,754 New
AA
775
AJ Advisors
Tennessee
$493K -$180K -2,931 -28%

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.