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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
NWMG
776
National Wealth Management Group
Ohio
$633K -$1.66M -25,526 -73%
KFI
777
Key Financial Inc
Pennsylvania
$625K -$12.9K -199 -2%
TPW
778
Talon Private Wealth
Florida
$623K +$601K +9,235 New
PWS
779
Precision Wealth Strategies
Missouri
$621K +$107K +1,643 +22%
CFP
780
Catalyst Financial Partners
Massachusetts
$614K +$592K +9,097 New
SFA
781
Source Financial Advisors
New York
$609K -$39K -600 -6%
MCCP
782
Mission Creek Capital Partners
California
$608K
FCM
783
Fourpath Capital Management
Oklahoma
$605K -$12.4K -191 -2%
MCM
784
Magnolia Capital Management
New York
$601K
SIAS
785
Summit Investment Advisory Services
Minnesota
$598K +$576K +8,855 New
HT
786
Headlands Technologies
Illinois
$597K +$575K +8,844 New
EFA
787
Evernest Financial Advisors
Indiana
$596K -$835K -12,837 -59%
SFS
788
Summit Financial Strategies
Ohio
$593K +$10.1K +155 +2%
DW30
789
Drucker Wealth 3.0
New Jersey
$590K -$2.6K -40 -0.5%
Citigroup
790
Citigroup
New York
$589K +$25.9K +398 +5%
SFG
791
Sovereign Financial Group
Connecticut
$588K -$1.13M -17,420 -67%
AT
792
Arlington Trust
Alabama
$588K +$566K +8,708 New
FMWA
793
Forvis Mazars Wealth Advisors
Missouri
$579K +$124K +1,913 +29%
Vanguard Group
794
Vanguard Group
Pennsylvania
$574K -$47.7K -734 -8%
APWA
795
Atlas Private Wealth Advisors
New Jersey
$569K -$11.3K -173 -2%
ACS
796
Archford Capital Strategies
Illinois
$567K -$49.3K -758 -8%
CWM
797
Chemistry Wealth Management
New York
$565K -$2.02K -31 -0.4%
HWP
798
Heritage Wealth Partners
Ohio
$558K +$102K +1,562 +23%
TDC
799
Thompson Davis & Co
Virginia
$554K -$9.76K -150 -2%
RCM
800
Raleigh Capital Management
North Carolina
$549K -$23.1K -355 -4%

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.