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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

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: 196 → 225 (+29)

8% more funds holding

Funds holding: 974 → 1,054 (+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

Top Buyers

Rank Fund Capital Flow
1
Betterment LLC
Betterment LLC
New York
+$560M
2
SLI
Sumitomo Life Insurance
Japan
+$314M
3
Allianz Asset Management
Allianz Asset Management
Germany
+$306M
4
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
+$183M
5
Morgan Stanley
Morgan Stanley
New York
+$178M

Top Sellers

Rank Fund Capital Flow
1
MB
Mizuho Bank
Japan
-$314M
2
SMM
Stadion Money Management
Georgia
-$130M
3
SWM
SigFig Wealth Management
California
-$47.4M
4
SAG
SageView Advisory Group
California
-$44.9M
5
AssetMark Inc
AssetMark Inc
California
-$39.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
SA
101
Sanctuary Advisors
Indiana
$45.7M +$47M +764,118 New
ODFS
102
O'Donnell Financial Services
California
$45.3M +$7.06M +114,643 +19%
FEG
103
Financial Enhancement Group
Indiana
$44.5M -$611K -9,925 -1%
FFWA
104
Forthright Family Wealth Advisory
Texas
$44.5M -$840K -13,643 -2%
AG
105
Ascent Group
Virginia
$43.9M +$3.96M +64,388 +10%
DLIC
106
Daido Life Insurance Company
Japan
$42.8M – – –
ES
107
Eagle Strategies
New York
$42.6M +$40.4M +656,745 +7,507%
CWM
108
CCG Wealth Management
California
$42.1M -$732K -11,884 -2%
SCA
109
Snowden Capital Advisors
New York
$41.7M +$255K +4,137 +0.6%
VAS
110
Vestmark Advisory Solutions
Massachusetts
$41.6M +$8.03M +130,513 +25%
Thrivent Financial for Lutherans
111
Thrivent Financial for Lutherans
Minnesota
$41.3M +$280K +4,544 +0.7%
GIA
112
Gladstone Institutional Advisory
Florida
$40.8M +$926K +15,042 +2%
PWH
113
Priebe Wealth Holdings
Minnesota
$40.7M -$4.4M -71,480 -10%
PS
114
Principal Securities
Iowa
$40.5M +$6.42M +104,253 +20%
HI
115
Harbour Investments
Wisconsin
$39.6M +$11.9M +192,698 +45%
SFA
116
Sequoia Financial Advisors
Ohio
$39.5M -$271K -4,398 -0.7%
MFG
117
Merit Financial Group
Georgia
$39.4M +$163K +2,654 +0.4%
NSAM
118
North Star Asset Management
Wisconsin
$39.1M +$3.89M +63,237 +12%
AP
119
Americana Partners
Texas
$39M +$20.5M +333,664 +121%
CWM
120
Cahaba Wealth Management
Georgia
$38.2M +$621K +10,087 +2%
PWM
121
Penobscot Wealth Management
Maine
$37.9M +$2.07M +33,632 +6%
MW
122
Maia Wealth
Colorado
$37.8M +$35.3M +572,625 New
RA
123
RFG Advisory
Alabama
$37.6M +$10.5M +170,272 +41%
LEFP
124
Leading Edge Financial Planning
Tennessee
$37.1M +$2.68M +43,543 +8%
NRI
125
NFP Retirement Inc
California
$36.1M -$1.65M -26,793 -5%
3 4
5
6 7

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.