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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

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: 196 → 225 (+29)

8% more funds holding

Funds holding: 974 → 1,054 (+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

Top Buyers

Rank Fund Capital Flow
1
Betterment LLC
Betterment LLC
New York
+$560M
2
SLI
Sumitomo Life Insurance
Japan
+$314M
3
Allianz Asset Management
Allianz Asset Management
Germany
+$306M
4
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
+$183M
5
Morgan Stanley
Morgan Stanley
New York
+$178M

Top Sellers

Rank Fund Capital Flow
1
MB
Mizuho Bank
Japan
-$314M
2
SMM
Stadion Money Management
Georgia
-$130M
3
SWM
SigFig Wealth Management
California
-$47.4M
4
SAG
SageView Advisory Group
California
-$44.9M
5
AssetMark Inc
AssetMark Inc
California
-$39.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
FMWA
801
Forvis Mazars Wealth Advisors
Missouri
$427K – – –
OAS
802
Optivise Advisory Services
Tennessee
$419K +$403K +6,543 New
BJL
803
Brighton Jones LLC
Washington
$418K +$11.1K +181 +3%
RWP
804
RWA Wealth Partners
Massachusetts
$412K +$246 +4 +0.1%
SF
805
Synovus Financial
Georgia
$411K +$65.3K +1,060 +20%
CWM
806
Campbell Wealth Management
Virginia
$411K +$2.15K +35 +0.5%
OMC
807
Old Mission Capital
Illinois
$410K +$394K +6,400 New
RZH
808
Relyea Zuckerberg Hanson
Connecticut
$409K +$1.35K +22 +0.3%
LWM
809
LongView Wealth Management
Georgia
$409K +$74.5K +1,210 +23%
AAS
810
Asset Allocation Strategies
Michigan
$408K +$393K +6,381 New
FFA
811
Founders Financial Alliance
North Carolina
$405K +$2.28K +37 +0.6%
TRIA
812
Trail Ridge Investment Advisors
Colorado
$391K +$141K +2,294 +60%
TCOTS
813
Trust Company of the South
North Carolina
$389K – – –
EAM
814
Evanson Asset Management
California
$386K +$18.6K +302 +5%
BC
815
Brio Consultants
California
$384K +$246 +4 +0.1%
SAM
816
Sequent Asset Management
Texas
$382K +$367K +5,966 New
CM
817
Churchill Management
California
$378K +$76.3K +1,240 +27%
BFG
818
Berger Financial Group
Minnesota
$378K +$140K +2,274 +63%
WBCM
819
Wilson & Boucher Capital Management
California
$378K – – –
SAM
820
Smartleaf Asset Management
Massachusetts
$376K +$258K +4,191 +252%
QCM
821
QRG Capital Management
Illinois
$376K +$38.1K +619 +12%
TAM
822
Titleist Asset Management
Texas
$375K +$61.6K +1,001 +21%
3AM
823
3EDGE Asset Management
Florida
$373K +$143K +2,323 +66%
WIM
824
Westside Investment Management
California
$371K +$71.8K +1,167 +25%
TIAA Trust, National Association
825
TIAA Trust, National Association
North Carolina
$368K +$150K +2,444 +74%
31 32
33
34 35

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.