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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
MA
776
MJP Associates
Connecticut
$489K +$65.9K +1,071 +16%
OBWG
777
Onyx Bridge Wealth Group
New York
$484K -$2.34K -38 -0.5%
PWS
778
Precision Wealth Strategies
Missouri
$483K +$465K +7,553 New
HNW
779
High Note Wealth
Minnesota
$482K +$19.5K +317 +4%
IPWA
780
International Private Wealth Advisors
California
$474K +$210K +3,410 +85%
CAM
781
Clark Asset Management
New Hampshire
$470K +$452K +7,342 New
Charles Schwab
782
Charles Schwab
California
$466K +$449K +7,287 New
M1FG
783
Mach-1 Financial Group
Arkansas
$464K +$27.4K +445 +7%
FFG
784
Fiduciary Financial Group
California
$462K +$428K +6,959 New
PMFA
785
Plante Moran Financial Advisors
Michigan
$461K +$11.8K +192 +3%
OIM
786
Opus Investment Management
Massachusetts
$460K
FCA
787
FLC Capital Advisors
California
$458K
OSAM
788
O'Shaughnessy Asset Management
Connecticut
$455K +$26.1K +424 +6%
MWM
789
Merriman Wealth Management
Washington
$451K
UAG
790
United Advisor Group
Ohio
$444K +$427K +6,938 New
DWP
791
Destiny Wealth Partners
Florida
$443K
CWMGP
792
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$441K -$102K -1,649 -19%
TFS
793
Thoroughbred Financial Services
Tennessee
$438K -$60K -975 -12%
NIWA
794
New Insight Wealth Advisors
California
$433K +$155K +2,512 +59%
PPWM
795
PFG Private Wealth Management
Florida
$432K +$42.1K +684 +11%
WS
796
Wedbush Securities
California
$432K +$11.5K +187 +3%
SIA
797
SkyView Investment Advisors
New Jersey
$432K +$416K +6,757 New
MWM
798
MGB Wealth Management
Texas
$430K
SWP
799
Strategic Wealth Partners
Ohio
$429K +$60.5K +983 +17%
HWP
800
Heritage Wealth Partners
Ohio
$429K +$413K +6,705 New

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.