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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

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: 1,054 → 1,096 (+42)

2% more funds holding in top 10

Funds holding in top 10: 225 → 230 (+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

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$859M
2
Betterment LLC
Betterment LLC
New York
+$414M
3
Allianz Asset Management
Allianz Asset Management
Germany
+$349M
4
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
+$298M
5
LPL Financial
LPL Financial
California
+$228M

Top Sellers

Rank Fund Capital Flow
1
SFC
Strategic Financial Concepts
Texas
-$72.4M
2
OFS
OneAscent Financial Services
Alabama
-$71.4M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$67.1M
4
ACM
Advance Capital Management
Michigan
-$66.5M
5
Two Sigma Investments
Two Sigma Investments
New York
-$54.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
101
Physician Wealth Advisors
Utah
$49M -$2.8M -43,015 -6%
ODFS
102
O'Donnell Financial Services
California
$48.7M +$866K +13,312 +2%
PWG
103
Private Wealth Group
Florida
$48.6M -$2.05M -31,549 -4%
IWP
104
IAG Wealth Partners
Wisconsin
$48.6M -$98.4K -1,513 -0.2%
PS
105
Principal Securities
Iowa
$47.8M +$4.88M +74,970 +12%
ES
106
Eagle Strategies
New York
$46.7M +$1.69M +26,032 +4%
AG
107
Ascent Group
Virginia
$46.4M +$103K +1,579 +0.2%
PWH
108
Priebe Wealth Holdings
Minnesota
$45.9M +$2.83M +43,547 +7%
HI
109
Harbour Investments
Wisconsin
$45.6M +$3.72M +57,131 +9%
CWM
110
CCG Wealth Management
California
$45.2M +$773K +11,882 +2%
DLIC
111
Daido Life Insurance Company
Japan
$45.2M – – –
MFG
112
Merit Financial Group
Georgia
$44.7M +$3.01M +46,314 +8%
RAM
113
Revere Asset Management
Texas
$44.6M +$14.4M +220,906 +50%
KV
114
Kickstand Ventures
New York
$44.3M -$4.19M -64,388 -9%
LEFP
115
Leading Edge Financial Planning
Tennessee
$44.3M +$4.94M +75,935 +13%
SCA
116
Snowden Capital Advisors
New York
$43.8M -$187K -2,869 -0.4%
NSAM
117
North Star Asset Management
Wisconsin
$43.8M +$2.46M +37,755 +6%
CCFM
118
Clear Creek Financial Management
Washington
$42.4M -$10.5M -161,146 -20%
Thrivent Financial for Lutherans
119
Thrivent Financial for Lutherans
Minnesota
$42.2M -$1.27M -19,500 -3%
KFGK
120
Keystone Financial Group (Kentucky)
Kentucky
$41.3M +$39.8M +612,367 New
SFA
121
Sequoia Financial Advisors
Ohio
$41.2M -$421K -6,471 -1%
HPC
122
HM Payson & Co
Maine
$40.8M +$30.3M +466,306 +339%
SA
123
Sanctuary Advisors
Indiana
$40.6M -$12M -185,028 -24%
PWM
124
Penobscot Wealth Management
Maine
$40.6M +$1.29M +19,805 +3%
CWM
125
Cahaba Wealth Management
Georgia
$39.9M -$300K -4,612 -0.8%
3 4
5
6 7

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.