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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
AP
101
Americana Partners
Texas
$56.1M -$10.9M -157,686 -16%
AI
102
Auour Investments
Massachusetts
$55.8M +$623K +8,991 +1%
PAS
103
Park Avenue Securities
New York
$55.6M +$4.26M +61,428 +8%
PS
104
Principal Securities
Iowa
$55.3M +$6.6M +95,272 +13%
HGWM
105
Horst & Graben Wealth Management
Oregon
$55.1M -$1.56M -22,522 -3%
RAM
106
Revere Asset Management
Texas
$52.5M +$6.95M +100,283 +15%
HI
107
Harbour Investments
Wisconsin
$52.3M +$5.79M +83,473 +12%
IWP
108
IAG Wealth Partners
Wisconsin
$52.1M +$2.51M +36,218 +5%
SCA
109
Snowden Capital Advisors
New York
$52M +$7.3M +105,340 +16%
DWM
110
Denver Wealth Management
Colorado
$50.9M -$307K -4,428 -0.6%
PWG
111
Private Wealth Group
Florida
$50.5M +$894K +12,895 +2%
PWA
112
Physician Wealth Advisors
Utah
$50M +$525K +7,576 +1%
PWH
113
Priebe Wealth Holdings
Minnesota
$49.8M +$2.97M +42,906 +6%
NSAM
114
North Star Asset Management
Wisconsin
$49.7M +$5.01M +72,281 +11%
ES
115
Eagle Strategies
New York
$49.6M +$1.97M +28,403 +4%
BCM
116
Brookstone Capital Management
Illinois
$49.3M -$13.5M -194,322 -21%
Janus Henderson Group
117
Janus Henderson Group
United Kingdom
$49.2M +$49.5M +713,740 New
ODFS
118
O'Donnell Financial Services
California
$48.2M -$30.8K -444 -0.1%
FEG
119
Financial Enhancement Group
Indiana
$47.1M +$42.8M +617,030 +864%
KV
120
Kickstand Ventures
New York
$46.9M +$1.72M +24,792 +4%
AG
121
Ascent Group
Virginia
$46.8M -$564K -8,136 -1%
LEFP
122
Leading Edge Financial Planning
Tennessee
$46.2M +$927K +13,372 +2%
CWM
123
CCG Wealth Management
California
$45.3M -$909K -13,120 -2%
Thrivent Financial for Lutherans
124
Thrivent Financial for Lutherans
Minnesota
$44.3M +$256K +3,687 +0.6%
GIA
125
Gladstone Institutional Advisory
Florida
$44.1M +$7.73M +111,528 +21%

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.