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SPYM

State Street SPDR Portfolio S&P 500 ETF

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: 196225 (+29)

8% more funds holding

Funds holding: 9741,054 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
SF
1076
SWP Financial
California
-$232K -3,773 Closed
FMI
1077
F/M Investments
District of Columbia
-$223K -3,631 Closed
RWB
1078
RMR Wealth Builders
New Jersey
-$218K -3,541 Closed
CSIA
1079
Charles Schwab Investment Advisory
California
-$204K -3,315 Closed
MWPCG
1080
Measured Wealth Private Client Group
New Hampshire
-$203K -3,295 Closed
Franklin Resources
1081
Franklin Resources
California
-$167K -2,706 Closed
Simplex Trading
1082
Simplex Trading
Illinois
-$110K -1,793 Closed
GWM
1083
Grand Wealth Management
Michigan
-$106K -1,720 Closed
BFEC
1084
Benjamin F. Edwards & Company
Missouri
-$81K -1,316 Closed
CTA
1085
Colonial Trust Advisors
South Carolina
-$60.9K -990 Closed
LF
1086
LifeSteps Financial
California
-$43.7K -711 Closed
DP
1087
Denver PWM
Colorado
-$217K -421 Closed
SIC
1088
Salem Investment Counselors
North Carolina
-$17.2K -279 Closed
CCA
1089
Criterion Capital Advisors
Tennessee
-$11.5K -187 Closed
HFS
1090
Hantz Financial Services
Michigan
-$9K -152 Closed
SS
1091
Sunbelt Securities
Texas
-$4.25K -69 Closed
JFGIW
1092
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$3.45K -56 Closed
SWM
1093
Sanctuary Wealth Management
Idaho
-$984 -16 Closed
AWM
1094
Atticus Wealth Management
Florida
-$618 -10 Closed

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.