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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
FA
1276
Fiducient Advisors
Illinois
-$317K -4,690 Closed
TCMP
1277
Thrive Capital Management (Pennsylvania)
Pennsylvania
-$314K -4,649 Closed
HOWA
1278
Heritage Oak Wealth Advisors
Florida
-$277K -4,104 Closed
RFC
1279
Regions Financial Corp
Alabama
-$275K -4,072 Closed
ZIMP
1280
Zimmermann Investment Management & Planning
Pennsylvania
-$274K -4,052 Closed
VCP
1281
Verus Capital Partners
Arizona
-$268K -3,968 Closed
PCS
1282
Personal CFO Solutions
New Jersey
-$257K -3,803 Closed
MSFS
1283
Main Street Financial Solutions
Pennsylvania
-$253K -3,746 Closed
W
1284
Wealthquest
Ohio
-$244K -3,649 Closed
VCM
1285
Virtue Capital Management
Tennessee
-$240K -3,551 Closed
CFAM
1286
Center For Asset Management
Florida
-$235K -3,481 Closed
OPCM
1287
Osborne Partners Capital Management
California
-$233K -3,454 Closed
MLRA
1288
Main Line Retirement Advisors
Montana
-$224K -3,321 Closed
RWM
1289
Rockline Wealth Management
New York
-$223K -3,308 Closed
AW
1290
Atlas Wealth
Ohio
-$203K -3,000 Closed
M
1291
MOTCO
Texas
-$192K -2,849 Closed
SC
1292
Swan Capital
Florida
-$192K -2,838 Closed
DI
1293
DAGCO Inc
Ohio
-$129K -1,918 Closed
ETS
1294
ESL Trust Services
New York
-$43.4K -643 Closed
GJIA
1295
Glass Jacobson Investment Advisors
Maryland
-$18.7K -277 Closed
EA
1296
Evolution Advisers
Virginia
-$9K -143 Closed
PCA
1297
Providence Capital Advisors
North Carolina
-$8.44K -125 Closed
CA
1298
Crewe Advisors
Utah
-$7.83K -116 Closed
TC
1299
Truvestments Capital
Florida
-$7.83K -116 Closed
MWA
1300
MFA Wealth Advisors
Pennsylvania
-$4.6K -68 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.