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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
HWA
851
Heartwood Wealth Advisors
Virginia
$312K – – –
TCMP
852
Thrive Capital Management (Pennsylvania)
Pennsylvania
$312K +$300K +4,869 New
FB
853
Fulton Bank
Pennsylvania
$311K +$299K +4,858 New
SGK
854
Steigerwald Gordon & Koch
Virginia
$307K – – –
AFA
855
American Financial Advisors
Georgia
$305K +$294K +4,771 New
NWWA
856
New Wave Wealth Advisors
Arkansas
$304K +$293K +4,753 New
FA
857
Fiducient Advisors
Illinois
$300K – – –
MG
858
Mather Group
Illinois
$300K +$106K +1,728 +55%
W
859
Wealthquest
Ohio
$300K +$800 +13 +0.3%
LSA
860
Lion Street Advisors
Texas
$297K +$286K +4,647 New
DADC
861
D.A. Davidson & Co
Montana
$297K -$57.9K -941 -17%
IA
862
Inspire Advisors
Idaho
$296K +$8.8K +143 +3%
SWM
863
Silverlake Wealth Management
Vermont
$293K -$56.6K -919 -17%
IPW
864
Impact Partnership Wealth
Georgia
$291K +$126K +2,042 +81%
VAG
865
VisionPoint Advisory Group
Texas
$290K +$80.6K +1,309 +41%
RIA
866
Realta Investment Advisors
Delaware
$286K +$199K +3,234 +262%
SEI Investments
867
SEI Investments
Pennsylvania
$282K -$8.13K -132 -3%
TA
868
TFB Advisors
Kansas
$282K -$54.2K -881 -17%
SAG
869
SageView Advisory Group
California
$280K -$44.9M -729,870 -99%
HGERS
870
Householder Group Estate & Retirement Specialist
Arizona
$277K +$132K +2,139 +98%
CJ
871
Caitlin John
Michigan
$275K +$36K +584 +16%
PGF
872
Plan Group Financial
Oklahoma
$274K +$8.68K +141 +3%
OC
873
Oakworth Capital
Alabama
$274K +$253K +4,102 +2,385%
SRB
874
Shotwell Rutter Baer
Michigan
$273K +$258K +4,183 New
FGAM
875
Financial Gravity Asset Management
Texas
$272K +$262K +4,252 New
33 34
35
36 37

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.