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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
AFG
1251
Albion Financial Group
Utah
$345
HWA
1252
HHM Wealth Advisors
Tennessee
$345 +$139 +2 +67%
BOJHT
1253
Bank of Jackson Hole Trust
Wyoming
$207 +$208 +3 New
MCM
1254
Manchester Capital Management
Vermont
$140 -$555 -8 -80%
QC
1255
Quent Capital
New York
$69
Two Sigma Advisers
1256
Two Sigma Advisers
New York
-$53.1M -786,800 Closed
DAS
1257
Dynamic Advisor Solutions
Arizona
-$51.3M -759,370 Closed
SFWA
1258
Summit Financial Wealth Advisors
Louisiana
-$26.9M -398,372 Closed
Prudential Financial
1259
Prudential Financial
New Jersey
-$24.2M -358,962 Closed
GS
1260
GTS Securities
New York
-$12.8M -190,325 Closed
TRCT
1261
Tower Research Capital (TRC)
New York
-$4.84M -71,677 Closed
FTDI
1262
First Trust Direct Indexing
Massachusetts
-$2.81M -41,625 Closed
KCM
1263
Kennicott Capital Management
California
-$2.04M -30,288 Closed
CI
1264
CPR Investments
Michigan
-$1.64M -24,303 Closed
ARC
1265
Advisor Resource Council
Texas
-$1.44M -21,298 Closed
CWM
1266
Cedar Wealth Management
California
-$1.1M -16,287 Closed
SAM
1267
Strategy Asset Managers
California
-$851K -12,604 Closed
CC
1268
Cornerstone Capital
California
-$762K -11,287 Closed
CC
1269
Cypress Capital
Tennessee
-$751K -11,129 Closed
TI
1270
Trexquant Investment
Connecticut
-$714K -10,576 Closed
AHB
1271
Abner Herrman & Brock
New Jersey
-$678K -10,040 Closed
EFS
1272
Econ Financial Services
Pennsylvania
-$657K -9,732 Closed
M1FG
1273
Mach-1 Financial Group
Arkansas
-$523K -7,744 Closed
SWM
1274
Sendero Wealth Management
Texas
-$517K -7,658 Closed
HGERS
1275
Householder Group Estate & Retirement Specialist
Arizona
-$512K -7,588 Closed

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.