We are live on ! Find out more
SPYM

State Street SPDR Portfolio S&P 500 ETF

1,252 hedge funds and large institutions have $38.7B invested in State Street SPDR Portfolio S&P 500 ETF in 2024 Q4 according to their latest regulatory filings, with 225 funds opening new positions, 552 increasing their positions, 371 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 225 | Existing positions closed: 52

49% more repeat investments, than reductions

Existing positions increased: 552 | Existing positions reduced: 371

24% more funds holding in top 10

Funds holding in top 10: 230285 (+55)

23% more capital invested

Capital invested by funds: $31.6B → $38.7B (+$7.12B)

14% more funds holding

Funds holding: 1,0961,252 (+156)

0.77% more ownership

Funds ownership: 68.18%68.95% (+0.77%)

58% less call options, than puts

Call options by funds: $21.7M | Put options by funds: $51.2M

Holders
1,252
Holders Change
+156
Holders Change %
+14.23%
% of All Funds
16.49%
Holding in Top 10
285
Holding in Top 10 Change
+55
Holding in Top 10 Change %
+23.91%
% of All Funds
3.75%
New
225
Increased
552
Reduced
371
Closed
52
Calls
$21.7M
Puts
$51.2M
Net Calls
-$29.5M
Net Calls Change
-$35.4M
Name Holding Trade Value Shares
Change
Change in
Stake
NMG
1201
New Millennium Group
Utah
$18.9K +$4.37K +63 +30%
DPW
1202
DiNuzzo Private Wealth
Pennsylvania
$18.6K +$18.7K +270 New
APW
1203
Atlantic Private Wealth
North Carolina
$18.4K +$139 +2 +0.8%
CWM
1204
Centricity Wealth Management
Ohio
$18.2K +$18.3K +264 New
CPG
1205
Cornerstone Planning Group
New Jersey
$18.1K
BA
1206
Bristlecone Advisors
Washington
$16.7K
SIC
1207
SJS Investment Consulting
Ohio
$16.1K +$16.1K +233 New
HFS
1208
Hantz Financial Services
Michigan
$16K +$15.7K +227 New
SFCL
1209
Strengthening Families & Communities LLC
Massachusetts
$16K +$16.4K +237 New
FIA
1210
FPC Investment Advisory
California
$14.9K
CFO
1211
CVA Family Office
Colorado
$13.1K
OC
1212
Oakworth Capital
Alabama
$11.9K
NRG
1213
Nemes Rush Group
Michigan
$11.9K +$8.8K +127 +282%
AWM
1214
AllSquare Wealth Management
New York
$11K
FAI
1215
Fiduciary Advisors Inc
Missouri
$10.5K +$10.5K +152 New
NECFA
1216
New England Capital Financial Advisors
Connecticut
$10.3K +$69 +1 +0.7%
EWM
1217
EPG Wealth Management
Georgia
$9.72K
VHAM
1218
Van Hulzen Asset Management
California
$9.68K +$9.7K +140 New
TCM
1219
Tradewinds Capital Management
Washington
$9.17K +$9.22K +133 New
SC
1220
SouthState Corp
Florida
$8.96K -$624 -9 -6%
RFG
1221
REAP Financial Group
Texas
$8.82K
PPA
1222
Painted Porch Advisors
California
$8.69K
FHA
1223
First Horizon Advisors
Tennessee
$8.27K -$901 -13 -10%
NL
1224
NVWM LLC
Pennsylvania
$7.38K +$7.42K +107 New
BBHC
1225
Brown Brothers Harriman & Co
New York
$7.17K

SPYM Hedge Fund Activity: Q4 2024 in Review

1,252 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 ETF (SPYM) for Q4 2024, worth a combined $38.7B — up 23% from $31.6B a quarter earlier.

Buyers outnumbered sellers: 225 funds opened new SPYM positions and 52 closed out — a net gain of 173 holders — while 552 added to existing stakes and 371 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $1.07B. The largest seller was Allianz Asset Management, cutting an estimated $103M.

  • 1,252 institutional investors held State Street SPDR Portfolio S&P 500 ETF (SPYM) as of Q4 2024, up from 1,096 in Q3 2024.
  • Funds reported $38.7B of State Street SPDR Portfolio S&P 500 ETF stock for Q4 2024, up 23% quarter-over-quarter.
  • 225 funds opened new State Street SPDR Portfolio S&P 500 ETF positions in Q4 2024 and 52 closed out, a net change of +173 holders.
  • The largest State Street SPDR Portfolio S&P 500 ETF buyer in Q4 2024 was Jones Financial Companies, an estimated $1.07B added.
  • The largest State Street SPDR Portfolio S&P 500 ETF seller in Q4 2024 was Allianz Asset Management, an estimated $103M sold.

Based on aggregated 13F filings for Q4 2024.