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SPYM

State Street SPDR Portfolio S&P 500 ETF

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: 1,0541,096 (+42)

2% more funds holding in top 10

Funds holding in top 10: 225230 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
DCM
126
Davidson Capital Management
Texas
$39.5M -$8.96M -137,706 -19%
LSERS
127
Louisiana State Employees Retirement System
Louisiana
$38.1M +$6.52M +100,200 +22%
SFP
128
Strategic Financial Partners
Oregon
$37.7M +$8.22M +126,413 +29%
MW
129
Maia Wealth
Colorado
$37.5M -$1.43M -21,922 -4%
MSWMA
130
Market Street Wealth Management Advisors
Indiana
$37M +$183K +2,819 +0.5%
CW
131
CreativeOne Wealth
Kansas
$37M +$1.44M +22,150 +4%
FHA
132
Flagship Harbor Advisors
Massachusetts
$36.7M +$3.92M +60,225 +12%
CWM
133
Cornerstone Wealth Management
Missouri
$36.2M +$439K +6,744 +1%
IA
134
IFP Advisors
Florida
$35.8M +$5.03M +77,359 +17%
GIA
135
Gladstone Institutional Advisory
Florida
$35.7M -$7.06M -108,575 -17%
BFG
136
Buttonwood Financial Group
Missouri
$35.6M +$9.5M +146,132 +38%
Mirae Asset Global Investments
137
Mirae Asset Global Investments
South Korea
$35.6M +$28.1M +432,768 +445%
US Bancorp
138
US Bancorp
Minnesota
$34.6M +$880K +13,539 +3%
FHC
139
First Heartland Consultants
Missouri
$33.8M +$536K +8,238 +2%
PA
140
PSI Advisors
Florida
$33.7M -$116K -1,778 -0.4%
WWM
141
Western Wealth Management
Colorado
$33.6M +$3.46M +53,187 +12%
SCM
142
SOL Capital Management
Maryland
$33.3M +$2.21M +33,990 +7%
MGIA
143
Moneta Group Investment Advisors
Missouri
$32.9M -$1.75M -26,960 -5%
VPP
144
Vertex Planning Partners
Illinois
$32.5M -$1.13M -17,409 -3%
ODIJL
145
One Day In July LLC
Vermont
$32.2M +$10.6M +163,406 +52%
C1AG
146
Client 1st Advisory Group
Florida
$32.1M +$534K +8,208 +2%
KP
147
Keel Point
Alabama
$31.4M +$19.3K +296 +0.1%
NRI
148
NFP Retirement Inc
California
$31.2M -$6.65M -102,230 -18%
KFP
149
KMG Fiduciary Partners
Ohio
$30.9M +$8.88M +136,610 +43%
HFA
150
Highland Financial Advisors
New Jersey
$30.8M +$903K +13,880 +3%

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.