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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
AAG
76
Armstrong Advisory Group
Massachusetts
$65.2M -$545K -8,374 -0.9%
ACG
77
Allen Capital Group
Nebraska
$63.7M +$913K +14,046 +2%
Commonwealth Equity Services
78
Commonwealth Equity Services
Massachusetts
$62M +$4.37M +67,137 +8%
BCM
79
Brookstone Capital Management
Illinois
$61.4M -$4.04M -62,195 -6%
SFS
80
Security Financial Services
Indiana
$61.2M -$5.73M -88,148 -9%
DA
81
Detalus Advisors
Missouri
$59.9M -$3.59M -55,183 -6%
ODG
82
O'Dell Group
Ohio
$59.7M +$2.63M +40,450 +5%
NPI
83
New Perspectives Inc
Mississippi
$59.6M -$52.1K -801 -0.1%
BFA
84
Brown Financial Advisory
Alabama
$59.6M +$1.22M +18,752 +2%
SGWM
85
Sterling Group Wealth Management
California
$58.9M +$3.34M +51,339 +6%
OWA
86
One Wealth Advisors
California
$57.8M -$5.6M -86,081 -9%
4WM
87
49 Wealth Management
Texas
$57.2M +$46.9M +721,845 +575%
AWE
88
Avidian Wealth Enterprises
Texas
$56.1M -$7.03M -108,125 -12%
HGWM
89
Horst & Graben Wealth Management
Oregon
$55.5M -$6.28M -96,569 -11%
ST
90
Spinnaker Trust
Maine
$53.8M +$21.7M +334,132 +72%
AI
91
Auour Investments
Massachusetts
$53.3M +$687K +10,562 +1%
IWM
92
IHT Wealth Management
Illinois
$53.3M -$1.51M -23,235 -3%
Two Sigma Advisers
93
Two Sigma Advisers
New York
$53.1M -$67.1M -1,032,100 -57%
WANY
94
Wealthspire Advisors (New York)
New York
$53.1M -$1.58M -24,256 -3%
VAS
95
Vestmark Advisory Solutions
Massachusetts
$51.9M +$7.77M +119,498 +18%
GVAG
96
Great Valley Advisor Group
Delaware
$51.7M +$354K +5,444 +0.7%
DAS
97
Dynamic Advisor Solutions
Arizona
$51.3M +$189K +2,907 +0.4%
OBWP
98
O'Brien Wealth Partners
Massachusetts
$51M -$20.1M -309,828 -29%
PAS
99
Park Avenue Securities
New York
$50.3M +$638K +9,812 +1%
DWM
100
Denver Wealth Management
Colorado
$50.2M +$1.59M +24,511 +3%

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.