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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
RWM
1001
Ruedi Wealth Management
Illinois
$25.3K +$3.39K +55 +16%
TFA
1002
Toth Financial Advisory
Virginia
$25.2K
Russell Investments Group
1003
Russell Investments Group
United Kingdom
$20.7K +$19.9K +324 New
HFS
1004
Horizon Financial Services
North Carolina
$20.5K
BCA
1005
Bray Capital Advisors
Florida
$18.6K
TAM
1006
Tucker Asset Management
Colorado
$17K
APW
1007
Atlantic Private Wealth
North Carolina
$17K +$62 +1 +0.4%
CCM
1008
Chilton Capital Management
Texas
$16.8K -$18.5K -301 -53%
PA
1009
Parallel Advisors
California
$16K +$2.65K +43 +21%
FIA
1010
FPC Investment Advisory
California
$13.8K +$12.9K +210 New
KA
1011
Kozak & Associates
Colorado
$12.6K +$12K +195 New
CFO
1012
CVA Family Office
Colorado
$12.2K -$2.65K -43 -18%
EK
1013
Evensky & Katz
Florida
$12K -$15.8K -256 -58%
VWWMG
1014
Vermillion & White Wealth Management Group
Pennsylvania
$11.6K +$62 +1 +0.6%
AWM
1015
AllSquare Wealth Management
New York
$10.2K
SIC
1016
SJS Investment Consulting
Ohio
$9.79K -$15.1K -246 -62%
NRG
1017
Nemes Rush Group
Michigan
$9.6K +$6.46K +105 +233%
IWMA
1018
Ironwood Wealth Management (Arizona)
Arizona
$9.28K +$8.93K +145 New
EWM
1019
EPG Wealth Management
Georgia
$9.02K -$8.68K -141 Closed
CIAS
1020
CBIZ Investment Advisory Services
Ohio
$8.96K +$8.62K +140 New
SC
1021
SouthState Corp
Florida
$8.9K +$8.56K +139 New
AFWM
1022
Abich Financial Wealth Management
Virginia
$8.7K +$8.37K +136 New
GWSG
1023
GPS Wealth Strategies Group
Colorado
$8.54K -$1.17K -19 -13%
PPA
1024
Painted Porch Advisors
California
$8.06K +$7.76K +126 New
PCM
1025
Penserra Capital Management
California
$8K -$185 -3 -2%

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.