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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
BC
926
Bricktown Capital
Michigan
$253K +$244K +3,750 New
MSFS
927
Main Street Financial Solutions
Pennsylvania
$253K +$11.4K +175 +5%
AAS
928
Asset Allocation Strategies
Michigan
$253K -$171K -2,637 -41%
PCS
929
Private Client Services
Kentucky
$253K -$79.7K -1,225 -25%
MW
930
Marcum Wealth
Ohio
$252K +$243K +3,737 New
CA
931
Claro Advisors
Massachusetts
$250K +$241K +3,704 New
AF
932
Affiance Financial
Minnesota
$250K
CA
933
Claris Advisors
Missouri
$250K
SSB
934
Sandy Spring Bank
Maryland
$249K -$14K -215 -6%
GC
935
Guidance Capital
Kentucky
$246K +$233K +3,583 New
CIBC World Market
936
CIBC World Market
Ontario, Canada
$245K +$7.93K +122 +3%
W
937
Wealthquest
Ohio
$244K -$67K -1,031 -22%
NC
938
Napatree Capital
Rhode Island
$243K +$5.2K +80 +2%
CAM
939
Chesapeake Asset Management
New York
$242K +$225K +3,466 +2,962%
NRC
940
New Republic Capital
North Carolina
$240K -$20.4K -313 -8%
VCM
941
Virtue Capital Management
Tennessee
$240K -$378K -5,808 -62%
BWM
942
BCGM Wealth Management
Indiana
$239K -$12.6K -193 -5%
MAS
943
Meeder Advisory Services
Ohio
$239K -$16.9K -260 -7%
Baird Financial Group
944
Baird Financial Group
Wisconsin
$238K +$229K +3,527 New
OCM
945
Orion Capital Management
California
$236K +$715 +11 +0.3%
SW
946
SlateStone Wealth
Florida
$236K
TCWM
947
Total Clarity Wealth Management
Illinois
$235K -$43.6K -671 -16%
CFAM
948
Center For Asset Management
Florida
$235K +$226K +3,481 New
OPCM
949
Osborne Partners Capital Management
California
$233K +$225K +3,454 New
LFA
950
Laraway Financial Advisors
Minnesota
$229K +$221K +3,397 New

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.