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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
WWM
1026
Wolff Wiese Magana
California
$38K
HWP
1027
Highline Wealth Partners
California
$36.4K -$103K -1,583 -75%
FFA
1028
Frazier Financial Advisors
Ohio
$34.1K -$780 -12 -2%
ACA
1029
Atlas Capital Advisors
Wyoming
$33.8K
OWP
1030
ORG Wealth Partners
Texas
$32.6K +$31.4K +483 New
Russell Investments Group
1031
Russell Investments Group
United Kingdom
$31.9K +$9.63K +148 +46%
BTI
1032
Blue Trust Inc
Georgia
$31.1K +$31.6K +486 New
PWMG
1033
Prestige Wealth Management Group
New Jersey
$29K
RWM
1034
Ruedi Wealth Management
Illinois
$28.7K +$2.02K +31 +8%
CT
1035
Colonial Trust
South Carolina
$27.6K -$11.2K -172 -30%
RIA
1036
Realta Investment Advisors
Delaware
$26.9K -$265K -4,077 -91%
TFA
1037
Toth Financial Advisory
Virginia
$26.6K
CCM
1038
Chilton Capital Management
Texas
$25.1K +$7.15K +110 +42%
S
1039
Sachetta
Massachusetts
$24.1K -$82.4K -1,267 -78%
JFGIW
1040
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$22.1K +$21.3K +327 New
VWWMG
1041
Vermillion & White Wealth Management Group
Pennsylvania
$19.8K +$7.22K +111 +61%
BCA
1042
Bray Capital Advisors
Florida
$19.6K
GJIA
1043
Glass Jacobson Investment Advisors
Maryland
$18.7K -$12.5K -192 -41%
APW
1044
Atlantic Private Wealth
North Carolina
$17.9K
CPG
1045
Cornerstone Planning Group
New Jersey
$17.5K -$142K -2,176 -89%
GSEP
1046
Golden State Equity Partners
California
$16.9K -$8.16M -125,497 -100%
BA
1047
Bristlecone Advisors
Washington
$16.3K +$15.7K +242 New
NMG
1048
New Millennium Group
Utah
$14.2K +$13.7K +211 New
FIA
1049
FPC Investment Advisory
California
$14K
CFO
1050
CVA Family Office
Colorado
$12.8K

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.