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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
MWM
826
MY Wealth Management
Maryland
$449K +$78K +1,200 +22%
JCM
827
Jacobi Capital Management
Pennsylvania
$448K +$431K +6,631 New
WS
828
Wedbush Securities
California
$447K -$8.65K -133 -2%
MWM
829
MGB Wealth Management
Texas
$441K
AF
830
Allworth Financial
California
$437K -$125K -1,929 -23%
MGP
831
Metis Global Partners
California
$435K -$746K -11,468 -64%
RZH
832
Relyea Zuckerberg Hanson
Connecticut
$433K +$1.37K +21 +0.3%
CWM
833
Campbell Wealth Management
Virginia
$431K -$2.28K -35 -0.5%
FFA
834
Founders Financial Alliance
North Carolina
$427K
EMAM
835
Encompass More Asset Management
California
$426K +$47.1K +725 +13%
SIM
836
Stratos Investment Management
Ohio
$425K +$409K +6,296 New
TRIA
837
Trail Ridge Investment Advisors
Colorado
$422K +$6.63K +102 +2%
OAS
838
Optivise Advisory Services
Tennessee
$417K -$23.7K -365 -6%
DWP
839
Destiny Wealth Partners
Florida
$414K -$50.8K -781 -11%
IA
840
Inspire Advisors
Idaho
$411K +$94.8K +1,458 +32%
TCOTS
841
Trust Company of the South
North Carolina
$410K
CHA
842
Carmichael Hill & Associates
Maryland
$408K +$159K +2,446 +68%
BFG
843
Berger Financial Group
Minnesota
$402K +$3.38K +52 +0.9%
CM
844
Churchill Management
California
$399K
WBCM
845
Wilson & Boucher Capital Management
California
$398K
CJ
846
Caitlin John
Michigan
$398K +$88.8K +1,365 +32%
CFG
847
Citizens Financial Group
Rhode Island
$398K +$23.2K +357 +6%
SP
848
Sequent Planning
Nebraska
$396K -$1.37M -20,996 -78%
CWMGP
849
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$391K -$71.4K -1,098 -16%
TIAA Trust, National Association
850
TIAA Trust, National Association
North Carolina
$388K

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.