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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
FB
876
Fulton Bank
Pennsylvania
$338K +$9.56K +147 +3%
SPI
877
Santori & Peters Inc
Pennsylvania
$336K
ACM
878
Absolute Capital Management
Pennsylvania
$336K +$324K +4,981 New
MNBTD
879
Moody National Bank Trust Division
Texas
$332K +$320K +4,925 New
HWA
880
Heartwood Wealth Advisors
Virginia
$329K +$65 +1 +0%
SGK
881
Steigerwald Gordon & Koch
Virginia
$324K
CAMG
882
CWA Asset Management Group
Florida
$321K +$309K +4,753 New
CAM
883
Concorde Asset Management
Michigan
$318K -$33.4K -513 -10%
FA
884
Fiducient Advisors
Illinois
$317K
TCMP
885
Thrive Capital Management (Pennsylvania)
Pennsylvania
$314K -$14.3K -220 -5%
VAG
886
VisionPoint Advisory Group
Texas
$310K +$4.36K +67 +1%
GIA
887
Guyasuta Investment Advisors
Pennsylvania
$305K +$35.6K +547 +14%
CFGS
888
Concourse Financial Group Securities
Alabama
$305K -$28.5K -439 -9%
FC
889
Forte Capital
New York
$299K -$80.6K -1,240 -22%
TA
890
TFB Advisors
Kansas
$299K +$1.24K +19 +0.4%
SEI Investments
891
SEI Investments
Pennsylvania
$297K -$1.3K -20 -0.5%
IPW
892
Impact Partnership Wealth
Georgia
$296K -$10.5K -161 -4%
BFWM
893
Bright Futures Wealth Management
New York
$290K +$15.4K +237 +6%
PGF
894
Plan Group Financial
Oklahoma
$289K +$845 +13 +0.3%
SBIA
895
Sheaff Brock Investment Advisors
Indiana
$286K +$6.89K +106 +3%
PG
896
Patten Group
Tennessee
$286K +$26.2K +403 +11%
WF
897
Welch & Forbes
Massachusetts
$285K +$274K +4,219 New
SAG
898
SageView Advisory Group
California
$285K -$10.3K -159 -4%
ATC
899
Argent Trust Co
Tennessee
$284K
SWM
900
Silverlake Wealth Management
Vermont
$281K -$27.4K -421 -9%

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.