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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
TWC
1001
TD Waterhouse Canada
Ontario, Canada
$75.1K -$89.5K -1,377 -55%
WB
1002
Webster Bank
Connecticut
$74.3K +$39K +600 +120%
DF
1003
Dunhill Financial
United Kingdom
$66.8K +$64.3K +989 New
MHR
1004
Matthew Hamilton Rosenberg
$64.7K
WAS
1005
Winch Advisory Services
Wisconsin
$62.8K +$195 +3 +0.3%
SL
1006
Salomon & Ludwin
Virginia
$62.4K
ST
1007
Smithfield Trust
Pennsylvania
$62K
WCAMG
1008
Woodard & Company Asset Management Group
North Carolina
$61.6K +$18.2K +280 +44%
BA
1009
Ballast Advisors
Minnesota
$59.7K
RIL
1010
Rothschild Investment LLC
Illinois
$54.2K -$78K -1,199 -60%
TSMHT
1011
Thurston Springer Miller Herd & Titak
Indiana
$53.8K +$51.8K +797 New
CPA
1012
Cardiff Park Advisors
California
$53.3K
CAM
1013
Creekmur Asset Management
Illinois
$52.4K +$49.1K +755 +3,595%
SIS
1014
Sound Income Strategies
Florida
$51.9K +$3.58K +55 +8%
Kayne Anderson Rudnick Investment Management
1015
Kayne Anderson Rudnick Investment Management
California
$51.6K
CSC
1016
Caldwell Sutter Capital
California
$50.3K
AAP
1017
Arax Advisory Partners
Colorado
$48.9K
CWC
1018
Carolinas Wealth Consulting
North Carolina
$47.6K +$65 +1 +0.1%
NB
1019
NBT Bank
New York
$45.8K
BCMLT
1020
Beacon Capital Management LLC (Tennessee)
Tennessee
$45.4K +$130 +2 +0.3%
PWA
1021
Provenance Wealth Advisors
Florida
$43.6K +$42K +646 New
ETS
1022
ESL Trust Services
New York
$43.4K
HIA
1023
Harbor Investment Advisory
Maryland
$43.3K
FCA
1024
FinTrust Capital Advisors
South Carolina
$43.2K +$36.5K +562 +721%
VWM
1025
Venturi Wealth Management
Texas
$41.9K

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.