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SPYM

State Street SPDR Portfolio S&P 500 ETF

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: 196225 (+29)

8% more funds holding

Funds holding: 9741,054 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
ATS
976
Ashton Thomas Securities
New York
$51.1K +$48.1K +781 New
CPA
977
Cardiff Park Advisors
California
$50.6K
Kayne Anderson Rudnick Investment Management
978
Kayne Anderson Rudnick Investment Management
California
$48.9K +$47.1K +765 New
CSC
979
Caldwell Sutter Capital
California
$47.7K -$123 -2 -0.3%
AAP
980
Arax Advisory Partners
Colorado
$46.3K -$5.17K -84 -10%
SIS
981
Sound Income Strategies
Florida
$45.7K -$61K -991 -58%
CWC
982
Carolinas Wealth Consulting
North Carolina
$45K +$123 +2 +0.3%
ARC
983
Advisor Resource Council
Texas
$43.7K -$422K -6,856 -34%
NB
984
NBT Bank
New York
$43.4K -$5.97K -97 -13%
BCMLT
985
Beacon Capital Management LLC (Tennessee)
Tennessee
$42.9K
ETS
986
ESL Trust Services
New York
$41.2K
HIA
987
Harbor Investment Advisory
Maryland
$41K
OP
988
ORG Partners
Indiana
$40.6K +$39K +633 New
WCAMG
989
Woodard & Company Asset Management Group
North Carolina
$40.5K -$60.3K -979 -61%
VWM
990
Venturi Wealth Management
Texas
$39.7K
CT
991
Colonial Trust
South Carolina
$37.2K
WWM
992
Wolff Wiese Magana
California
$36K
FFA
993
Frazier Financial Advisors
Ohio
$33.1K +$31.1K +505 +4,208%
ACA
994
Atlas Capital Advisors
Wyoming
$32K
Barclays
995
Barclays
United Kingdom
$32K
WB
996
Webster Bank
Connecticut
$32K +$30.8K +500 New
FHC
997
First Heartland Consultants
Missouri
$31.5K +$1.51M +24,479 +5%
GJIA
998
Glass Jacobson Investment Advisors
Maryland
$30K
PWMG
999
Prestige Wealth Management Group
New Jersey
$27.5K
Amundi
1000
Amundi
France
$25.7K

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.