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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
EW
1076
Element Wealth
Mississippi
$4.39K
AW
1077
Avion Wealth
Texas
$3K
AIP
1078
Ameritas Investment Partners
Nebraska
$2.9K
OP
1079
ORG Partners
Indiana
$2.9K -$38.4K -590 -93%
NRG
1080
Nemes Rush Group
Michigan
$2.77K -$6.83K -105 -70%
GEA
1081
Glen Eagle Advisors
New Jersey
$2.02K
SRCM
1082
Signature Resources Capital Management
California
$1.62K +$1.56K +24 New
DCM
1083
Davis Capital Management
Florida
$1.42K
CPA
1084
Capital Performance Advisors
California
$1.34K +$1.3K +20 New
BL
1085
BFSG LLC
California
$1.08K -$1.56K -24 -60%
BCWM
1086
Bartlett & Co Wealth Management
Ohio
$878 -$455 -7 -35%
MCM
1087
Manchester Capital Management
Vermont
$685
OIA
1088
Optimum Investment Advisors
Illinois
$675
VCM
1089
Versant Capital Management
Arizona
$630
HR
1090
Howe & Rusling
New York
$544
MA
1091
Montag & Associates
Georgia
$406
PGAM
1092
Princeton Global Asset Management
New Jersey
$405
AFG
1093
Albion Financial Group
Utah
$338
HWA
1094
HHM Wealth Advisors
Tennessee
$203
RAM
1095
Riggs Asset Management
Pennsylvania
$203
GIA
1096
GHP Investment Advisors
Colorado
$68
YAL
1097
Your Advocates Ltd
Texas
$68
QC
1098
Quent Capital
New York
$68 +$65 +1 New
OFS
1099
OneAscent Financial Services
Alabama
-$71.4M -1,115,055 Closed
SWM
1100
SigFig Wealth Management
California
-$31.5M -491,445 Closed

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.