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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
APS
751
American Planning Services
Florida
$702K -$14.4K -222 -2%
Qube Research & Technologies (QRT)
752
Qube Research & Technologies (QRT)
United Kingdom
$698K -$1.29M -19,772 -66%
LMKC
753
L.M. Kohn & Company
Ohio
$689K +$47K +723 +8%
P
754
&Partners
Tennessee
$687K -$269K -4,141 -29%
TCPG
755
Trivant Custom Portfolio Group
California
$683K +$70.3K +1,081 +12%
AUB
756
Atlantic Union Bankshares
Virginia
$679K
TC
757
Trilogy Capital
California
$678K +$27.4K +421 +4%
AHB
758
Abner Herrman & Brock
New Jersey
$678K +$653K +10,040 New
Empower Advisory Group
759
Empower Advisory Group
Colorado
$675K +$15.5K +239 +2%
ACM
760
Advisors Capital Management
New Jersey
$673K +$405K +6,235 +167%
CFP
761
Cypress Financial Planning
New Jersey
$672K -$161K -2,479 -20%
PFA
762
Peak Financial Advisors
Colorado
$666K -$136K -2,085 -17%
PFS
763
Prospera Financial Services
Texas
$661K -$2.08M -32,033 -77%
ORG
764
Optimist Retirement Group
Washington
$660K +$1.04K +16 +0.2%
EFS
765
Econ Financial Services
Pennsylvania
$657K -$2.12M -32,589 -77%
EAM
766
Evanson Asset Management
California
$656K +$239K +3,677 +61%
RW
767
Regimen Wealth
Georgia
$654K +$9.88K +152 +2%
JIC
768
Johnson Investment Counsel
Ohio
$653K +$629K +9,672 New
FC
769
Financial Consulate
Maryland
$648K -$104K -1,592 -14%
DC
770
Destiny Capital
Colorado
$646K -$47.5K -730 -7%
SA
771
Stewardship Advisors
Pennsylvania
$643K -$151K -2,315 -20%
CWM
772
Cranbrook Wealth Management
Michigan
$641K
CPA
773
Capital Planning Advisors
California
$639K -$1.37M -21,106 -69%
LWANC
774
Laurel Wealth Advisors (North Carolina)
North Carolina
$637K +$12.6K +193 +2%
FA
775
Fortis Advisors
Pennsylvania
$633K +$55.1K +848 +10%

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.