We are live on ! Find out more
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
ATC
876
Argent Trust Co
Tennessee
$269K
FA
877
FF Advisors
California
$269K
PA
878
Pineridge Advisors
Missouri
$268K -$13.6K -221 -5%
PMG
879
ProVise Management Group
Florida
$268K -$14.6K -237 -5%
TCWM
880
Total Clarity Wealth Management
Illinois
$266K -$19.8K -322 -7%
SBIA
881
Sheaff Brock Investment Advisors
Indiana
$264K +$1.23K +20 +0.5%
FDS
882
Freedom Day Solutions
Texas
$264K
VCP
883
Verus Capital Partners
Arizona
$263K -$2.96K -48 -1%
SL
884
Sentinus LLC
Illinois
$261K
BWP
885
Bernardo Wealth Planning
Pennsylvania
$260K +$30.6K +497 +14%
CPWA
886
Cerro Pacific Wealth Advisors
California
$259K +$249K +4,049 New
FFW
887
Fusion Family Wealth
New York
$257K
AFG
888
AFS Financial Group
Maryland
$256K -$142K -2,310 -37%
RBC
889
Romano Brothers & Co
Illinois
$256K
GCP
890
GSA Capital Partners
United Kingdom
$256K +$247K +4,005 New
CIBC Private Wealth Group
891
CIBC Private Wealth Group
Georgia
$256K -$11.7K -190 -5%
XWM
892
Xcel Wealth Management
Florida
$254K
SG
893
StoneX Group
New York
$253K +$243K +3,952 New
HAC
894
Harbor Advisory Corp
New Hampshire
$252K
BFWM
895
Bright Futures Wealth Management
New York
$252K +$3.45K +56 +1%
SSB
896
Sandy Spring Bank
Maryland
$250K -$2.15K -35 -0.9%
JWA
897
JFS Wealth Advisors
Pennsylvania
$248K +$431 +7 +0.2%
NRC
898
New Republic Capital
North Carolina
$248K -$40.8K -662 -15%
PG
899
Patten Group
Tennessee
$245K +$28.3K +459 +14%
PWM
900
Prosperity Wealth Management
California
$244K

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.