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SPYM

State Street SPDR Portfolio S&P 500 ETF

1,252 hedge funds and large institutions have $38.7B invested in State Street SPDR Portfolio S&P 500 ETF in 2024 Q4 according to their latest regulatory filings, with 225 funds opening new positions, 552 increasing their positions, 371 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 225 | Existing positions closed: 52

49% more repeat investments, than reductions

Existing positions increased: 552 | Existing positions reduced: 371

24% more funds holding in top 10

Funds holding in top 10: 230285 (+55)

23% more capital invested

Capital invested by funds: $31.6B → $38.7B (+$7.12B)

14% more funds holding

Funds holding: 1,0961,252 (+156)

0.77% more ownership

Funds ownership: 68.18%68.95% (+0.77%)

58% less call options, than puts

Call options by funds: $21.7M | Put options by funds: $51.2M

Holders
1,252
Holders Change
+156
Holders Change %
+14.23%
% of All Funds
16.49%
Holding in Top 10
285
Holding in Top 10 Change
+55
Holding in Top 10 Change %
+23.91%
% of All Funds
3.75%
New
225
Increased
552
Reduced
371
Closed
52
Calls
$21.7M
Puts
$51.2M
Net Calls
-$29.5M
Net Calls Change
-$35.4M
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
76
Kestra Advisory Services
Texas
$69.7M +$1.63M +23,552 +2%
BPWM
77
Badgley Phelps Wealth Managers
Washington
$69.5M +$823K +11,873 +1%
AAG
78
Armstrong Advisory Group
Massachusetts
$68.9M +$2.25M +32,529 +3%
IF
79
Intrua Financial
Texas
$68.5M -$2.77M -40,033 -4%
NEWAS
80
N.E.W. Advisory Services
Wisconsin
$67.6M -$17.9M -257,581 -21%
Mirae Asset Global Investments
81
Mirae Asset Global Investments
South Korea
$67.6M +$30.9M +446,069 +84%
CBT
82
Crews Bank & Trust
Florida
$66.8M +$67.2M +969,010 New
ACG
83
Allen Capital Group
Nebraska
$64.1M -$922K -13,307 -1%
FCAS
84
First Command Advisory Services
Texas
$63.8M +$64.1M +925,058 New
VPP
85
Vertex Planning Partners
Illinois
$63M +$29.9M +432,004 +90%
BFA
86
Brown Financial Advisory
Alabama
$62.8M +$1.98M +28,499 +3%
SGWM
87
Sterling Group Wealth Management
California
$62.1M +$1.91M +27,523 +3%
DA
88
Detalus Advisors
Missouri
$61.9M +$751K +10,836 +1%
SFS
89
Security Financial Services
Indiana
$61.7M -$849K -12,245 -1%
LWA
90
Lifelong Wealth Advisors
Minnesota
$60.5M +$61M +880,614 New
GVAG
91
Great Valley Advisor Group
Delaware
$60.4M +$7.71M +111,228 +15%
ODG
92
O'Dell Group
Ohio
$59.9M -$1.06M -15,243 -2%
NPI
93
New Perspectives Inc
Mississippi
$59.8M -$1.15M -16,572 -2%
WANY
94
Wealthspire Advisors (New York)
New York
$59.5M +$5.39M +77,753 +10%
OBWP
95
O'Brien Wealth Partners
Massachusetts
$59.3M +$7.29M +105,180 +14%
OWA
96
One Wealth Advisors
California
$59.2M +$173K +2,491 +0.3%
IWM
97
IHT Wealth Management
Illinois
$58.8M +$4.33M +62,461 +8%
IA
98
Integrity Alliance
Iowa
$58.4M +$58.7M +846,773 New
AWE
99
Avidian Wealth Enterprises
Texas
$57.9M +$596K +8,601 +1%
SC
100
Savant Capital
Illinois
$57.6M -$14M -201,696 -19%

SPYM Hedge Fund Activity: Q4 2024 in Review

1,252 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 ETF (SPYM) for Q4 2024, worth a combined $38.7B — up 23% from $31.6B a quarter earlier.

Buyers outnumbered sellers: 225 funds opened new SPYM positions and 52 closed out — a net gain of 173 holders — while 552 added to existing stakes and 371 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $1.07B. The largest seller was Allianz Asset Management, cutting an estimated $103M.

  • 1,252 institutional investors held State Street SPDR Portfolio S&P 500 ETF (SPYM) as of Q4 2024, up from 1,096 in Q3 2024.
  • Funds reported $38.7B of State Street SPDR Portfolio S&P 500 ETF stock for Q4 2024, up 23% quarter-over-quarter.
  • 225 funds opened new State Street SPDR Portfolio S&P 500 ETF positions in Q4 2024 and 52 closed out, a net change of +173 holders.
  • The largest State Street SPDR Portfolio S&P 500 ETF buyer in Q4 2024 was Jones Financial Companies, an estimated $1.07B added.
  • The largest State Street SPDR Portfolio S&P 500 ETF seller in Q4 2024 was Allianz Asset Management, an estimated $103M sold.

Based on aggregated 13F filings for Q4 2024.