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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
AFG
1051
Albion Financial Group
Utah
$320 +$308 +5 New
HWA
1052
HHM Wealth Advisors
Tennessee
$192 +$123 +2 +200%
RAM
1053
Riggs Asset Management
Pennsylvania
$192 +$185 +3 New
WIA
1054
Wetzel Investment Advisors
Indiana
$123 – – –
YAL
1055
Your Advocates Ltd
Texas
$64 – – –
GIA
1056
GHP Investment Advisors
Colorado
$64 +$62 +1 New
MB
1057
Mizuho Bank
Japan
– -$314M -5,100,000 Closed
KFGK
1058
Keystone Financial Group (Kentucky)
Kentucky
– -$37.4M -607,588 Closed
LNC
1059
Lincoln National Corp
Pennsylvania
– -$31.1M -505,564 Closed
WAOI
1060
Wealth Advisors of Iowa
Iowa
– -$21.5M -349,090 Closed
NL
1061
NWAM LLC
Washington
– -$6.55M -107,433 Closed
AWA
1062
Authentikos Wealth Advisory
California
– -$6.15M -100,015 Closed
HT
1063
Headlands Technologies
Illinois
– -$1.44M -23,345 Closed
ITB
1064
Idaho Trust Bank
Idaho
– -$1.12M -18,203 Closed
TI
1065
Trexquant Investment
Connecticut
– -$1.08M -17,585 Closed
MWM
1066
Mission Wealth Management
California
– -$841K -13,672 Closed
SIAS
1067
Summit Investment Advisory Services
Minnesota
– -$492K -7,991 Closed
DLHL
1068
Donald L. Hagan LLC
Florida
– -$415K -6,741 Closed
PS
1069
Portfolio Strategies
New York
– -$319K -5,177 Closed
OFG
1070
OmniStar Financial Group
North Carolina
– -$316K -5,134 Closed
PFA
1071
Pure Financial Advisors
California
– -$297K -4,819 Closed
MMA
1072
Miracle Mile Advisors
California
– -$272K -4,418 Closed
CFAM
1073
Center For Asset Management
Florida
– -$270K -4,385 Closed
MLL
1074
Moody Lynn & Lieberson
Massachusetts
– -$261K -4,244 Closed
CFA
1075
Cahill Financial Advisors
Minnesota
– -$234K -3,804 Closed
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.