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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
PMG
901
ProVise Management Group
Florida
$281K -$1.89K -29 -0.7%
SEP
902
Southland Equity Partners
Missouri
$281K +$64.2K +987 +31%
BWP
903
Bernardo Wealth Planning
Pennsylvania
$279K +$845 +13 +0.3%
NWWA
904
New Wave Wealth Advisors
Arkansas
$277K -$42.2K -649 -14%
HOWA
905
Heritage Oak Wealth Advisors
Florida
$277K +$267K +4,104 New
RFP
906
RCS Financial Planning
Maryland
$276K -$57.7K -887 -18%
RFC
907
Regions Financial Corp
Alabama
$275K +$265K +4,072 New
ZIMP
908
Zimmermann Investment Management & Planning
Pennsylvania
$274K +$264K +4,052 New
AF
909
Amara Financial
California
$273K +$263K +4,042 New
IC
910
Inscription Capital
Texas
$272K +$262K +4,035 New
FFW
911
Fusion Family Wealth
New York
$272K
FA
912
FF Advisors
California
$272K -$16.6K -256 -6%
SW
913
Schulz Wealth
Texas
$271K +$261K +4,020 New
LWA
914
Lantern Wealth Advisors
New York
$271K +$28K +430 +12%
RBC
915
Romano Brothers & Co
Illinois
$270K
VCP
916
Verus Capital Partners
Arizona
$268K -$9.04K -139 -3%
PA
917
Pineridge Advisors
Missouri
$267K -$15.5K -238 -6%
HAC
918
Harbor Advisory Corp
New Hampshire
$266K
JWA
919
JFS Wealth Advisors
Pennsylvania
$262K +$390 +6 +0.2%
GC
920
Grimes & Company
Massachusetts
$259K +$2.21K +34 +0.9%
CPWA
921
Cerro Pacific Wealth Advisors
California
$259K
PWM
922
Prosperity Wealth Management
California
$257K
PCS
923
Personal CFO Solutions
New Jersey
$257K +$247K +3,803 New
MWA
924
Meridian Wealth Advisors
Texas
$255K +$260 +4 +0.1%
SRB
925
Shotwell Rutter Baer
Michigan
$255K -$25.9K -399 -10%

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.