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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
GC
901
Grimes & Company
Massachusetts
$244K +$234K +3,808 New
MAS
902
Meeder Advisory Services
Ohio
$243K +$234K +3,796 New
MWA
903
Meridian Wealth Advisors
Texas
$241K +$232K +3,773 New
Lido Advisors
904
Lido Advisors
California
$241K -$96.8K -1,572 -29%
BWM
905
BCGM Wealth Management
Indiana
$239K +$1.97K +32 +0.9%
ACM
906
Advisors Capital Management
New Jersey
$239K +$230K +3,729 New
AF
907
Affiance Financial
Minnesota
$237K – – –
CA
908
Claris Advisors
Missouri
$237K -$74.3K -1,207 -25%
S
909
SignatureFD
Georgia
$236K +$90.3K +1,466 +66%
SW
910
SMART Wealth
Nebraska
$236K -$28.6K -464 -11%
VPWA
911
Vestia Personal Wealth Advisors
Indiana
$235K +$226K +3,664 New
BBWP
912
Beacon Bridge Wealth Partners
Pennsylvania
$233K -$44.1K -717 -16%
CHA
913
Carmichael Hill & Associates
Maryland
$231K +$9.79K +159 +5%
LWA
914
Lantern Wealth Advisors
New York
$230K +$221K +3,589 New
MSFS
915
Main Street Financial Solutions
Pennsylvania
$229K +$220K +3,571 New
FFG
916
Frisch Financial Group
New York
$228K +$677 +11 +0.3%
WA
917
Wealth Alliance
New York
$228K +$16.9K +274 +8%
Invesco
918
Invesco
Georgia
$227K -$21.4K -347 -9%
RIA
919
Regal Investment Advisors
Michigan
$226K -$183K -2,973 -46%
NC
920
Napatree Capital
Rhode Island
$225K – – –
IAIM
921
International Assets Investment Management
Florida
$224K +$216K +3,504 New
SW
922
SlateStone Wealth
Florida
$224K – – –
CIBC World Market
923
CIBC World Market
Ontario, Canada
$224K +$985 +16 +0.5%
OCM
924
Orion Capital Management
California
$223K -$800 -13 -0.4%
GIA
925
Guyasuta Investment Advisors
Pennsylvania
$222K – – –
35 36
37
38 39

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.