We are live on ! Find out more
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
FDS
1126
Freedom Day Solutions
Texas
-$264K -4,118 Closed
AFG
1127
AFS Financial Group
Maryland
-$256K -4,007 Closed
GCP
1128
GSA Capital Partners
United Kingdom
-$256K -4,005 Closed
XWM
1129
Xcel Wealth Management
Florida
-$254K -3,967 Closed
SG
1130
StoneX Group
New York
-$253K -3,952 Closed
Lido Advisors
1131
Lido Advisors
California
-$241K -3,761 Closed
BBWP
1132
Beacon Bridge Wealth Partners
Pennsylvania
-$233K -3,646 Closed
WA
1133
Wealth Alliance
New York
-$228K -3,556 Closed
RIA
1134
Regal Investment Advisors
Michigan
-$226K -3,531 Closed
IAIM
1135
International Assets Investment Management
Florida
-$224K -3,504 Closed
MAWAG
1136
Mid-American Wealth Advisory Group
Missouri
-$222K -3,463 Closed
SWIG
1137
Strategic Wealth Investment Group
Kentucky
-$212K -3,308 Closed
TFF
1138
The Family Firm
Maryland
-$151K -2,365 Closed
WFS
1139
Widmann Financial Services
Maryland
-$150K -2,346 Closed
KFS
1140
Kelly Financial Services
Massachusetts
-$98.4K -1,537 Closed
FMII
1141
Farmers & Merchants Investments Inc
Nebraska
-$83.2K -1,300 Closed
TSWM
1142
Tyler-Stone Wealth Management
Ohio
-$67.3K -1,051 Closed
ATS
1143
Ashton Thomas Securities
New York
-$51.1K -781 Closed
HFS
1144
Horizon Financial Services
North Carolina
-$20.5K -321 Closed
KA
1145
Kozak & Associates
Colorado
-$12.6K -195 Closed
EK
1146
Evensky & Katz
Florida
-$12K -185 Closed
SIC
1147
SJS Investment Consulting
Ohio
-$9.79K -153 Closed
CIAS
1148
CBIZ Investment Advisory Services
Ohio
-$8.96K -140 Closed
AFWM
1149
Abich Financial Wealth Management
Virginia
-$8.7K -136 Closed
GWSG
1150
GPS Wealth Strategies Group
Colorado
-$8.54K -133 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.