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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

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: 196 → 225 (+29)

8% more funds holding

Funds holding: 974 → 1,054 (+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

Top Buyers

Rank Fund Capital Flow
1
Betterment LLC
Betterment LLC
New York
+$560M
2
SLI
Sumitomo Life Insurance
Japan
+$314M
3
Allianz Asset Management
Allianz Asset Management
Germany
+$306M
4
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
+$183M
5
Morgan Stanley
Morgan Stanley
New York
+$178M

Top Sellers

Rank Fund Capital Flow
1
MB
Mizuho Bank
Japan
-$314M
2
SMM
Stadion Money Management
Georgia
-$130M
3
SWM
SigFig Wealth Management
California
-$47.4M
4
SAG
SageView Advisory Group
California
-$44.9M
5
AssetMark Inc
AssetMark Inc
California
-$39.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
1026
Providence Capital Advisors
North Carolina
$8K – – –
CAM
1027
Chesapeake Asset Management
New York
$7.49K +$7.2K +117 New
BHWM
1028
Bay Harbor Wealth Management
Maryland
$7.1K -$862 -14 -11%
HB
1029
Horizon Bancorp
Indiana
$7K -$5.29K -86 -44%
FCA
1030
FinTrust Capital Advisors
South Carolina
$4.99K – – –
HGA
1031
Hobbs Group Advisors
South Carolina
$4.54K +$4.37K +71 New
MWA
1032
MFA Wealth Advisors
Pennsylvania
$4.35K +$4.19K +68 New
CSWM
1033
Cassady Schiller Wealth Management
Ohio
$4.16K – – –
EW
1034
Element Wealth
Mississippi
$4.16K – – –
BBHC
1035
Brown Brothers Harriman & Co
New York
$3.58K +$3.45K +56 New
AIP
1036
Ameritas Investment Partners
Nebraska
$2.75K – – –
BL
1037
BFSG LLC
California
$2.56K – – –
BEI
1038
Benjamin Edwards Inc
Missouri
$2K +$1.91K +31 New
AW
1039
Avion Wealth
Texas
$2K +$2.83K +46 New
GEA
1040
Glen Eagle Advisors
New Jersey
$1.92K – – –
DCM
1041
Davis Capital Management
Florida
$1.35K – – –
CAM
1042
Creekmur Asset Management
Illinois
$1.34K +$308 +5 +31%
BCWM
1043
Bartlett & Co Wealth Management
Ohio
$1.28K +$1.23K +20 New
NCM
1044
Narwhal Capital Management
Georgia
$896 +$862 +14 New
MCM
1045
Manchester Capital Management
Vermont
$647 – – –
OIA
1046
Optimum Investment Advisors
Illinois
$640 – – –
VCM
1047
Versant Capital Management
Arizona
$595 – – –
HR
1048
Howe & Rusling
New York
$514 +$493 +8 New
PGAM
1049
Princeton Global Asset Management
New Jersey
$384 – – –
MA
1050
Montag & Associates
Georgia
$384 +$369 +6 New
40 41
42
43 44

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.