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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
TAM
1051
Tucker Asset Management
Colorado
$11.9K -$5.85K -90 -34%
OC
1052
Oakworth Capital
Alabama
$11.6K -$267K -4,102 -96%
AWM
1053
AllSquare Wealth Management
New York
$10.8K
NECFA
1054
New England Capital Financial Advisors
Connecticut
$10K +$9.63K +148 New
IWMA
1055
Ironwood Wealth Management (Arizona)
Arizona
$9.79K
EWM
1056
EPG Wealth Management
Georgia
$9.52K +$9.17K +141 New
W
1057
WealthCollab
Washington
$9.52K +$9.17K +141 New
SC
1058
SouthState Corp
Florida
$9.38K
EA
1059
Evolution Advisers
Virginia
$9K +$9.3K +143 New
FHA
1060
First Horizon Advisors
Tennessee
$8.98K +$8.65K +133 New
RFG
1061
REAP Financial Group
Texas
$8.64K +$8.32K +128 New
PPA
1062
Painted Porch Advisors
California
$8.51K
PCA
1063
Providence Capital Advisors
North Carolina
$8.44K
CA
1064
Crewe Advisors
Utah
$7.83K +$7.54K +116 New
TC
1065
Truvestments Capital
Florida
$7.83K +$7.54K +116 New
RS
1066
Rakuten Securities
Japan
$7.29K -$48.3K -742 -87%
BBHC
1067
Brown Brothers Harriman & Co
New York
$7.02K +$3.12K +48 +86%
BHWM
1068
Bay Harbor Wealth Management
Maryland
$6.62K -$845 -13 -12%
EB
1069
Eastern Bank
Massachusetts
$6.55K +$6.31K +97 New
Amundi
1070
Amundi
France
$6.47K -$19.5K -300 -76%
CTB
1071
Country Trust Bank
Illinois
$5.74K +$5.53K +85 New
HB
1072
Horizon Bancorp
Indiana
$5K -$1.95K -30 -27%
TFGT
1073
TS Financial Group (TSFG)
Illinois
$5K +$4.55K +70 +2,333%
MWA
1074
MFA Wealth Advisors
Pennsylvania
$4.6K
CSWM
1075
Cassady Schiller Wealth Management
Ohio
$4.39K

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.