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SPYM

State Street SPDR Portfolio S&P 500 ETF

1,054 hedge funds and large institutions have $27.2B invested in State Street SPDR Portfolio S&P 500 ETF in 2024 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 473 increasing their positions, 351 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

228% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 39

35% more repeat investments, than reductions

Existing positions increased: 473 | Existing positions reduced: 351

16% more capital invested

Capital invested by funds: $23.5B → $27.2B (+$3.74B)

15% more funds holding in top 10

Funds holding in top 10: 196225 (+29)

8% more funds holding

Funds holding: 9741,054 (+80)

9% more call options, than puts

Call options by funds: $10.7M | Put options by funds: $9.74M

1.39% less ownership

Funds ownership: 70.48%69.09% (-1.4%)

Holders
1,054
Holders Change
+80
Holders Change %
+8.21%
% of All Funds
15.22%
Holding in Top 10
225
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+14.8%
% of All Funds
3.25%
New
128
Increased
473
Reduced
351
Closed
39
Calls
$10.7M
Puts
$9.74M
Net Calls
+$919K
Net Calls Change
+$3.55M
Name Holding Trade Value Shares
Change
Change in
Stake
HFA
151
Highland Financial Advisors
New Jersey
$28.3M +$3.95M +64,192 +17%
RAM
152
Revere Asset Management
Texas
$28.2M +$27.1M +440,021 New
CWG
153
Crown Wealth Group
North Carolina
$28M -$6.3M -102,284 -19%
SFP
154
Strategic Financial Partners
Oregon
$27.6M +$690K +11,205 +3%
EWM
155
Executive Wealth Management
Michigan
$27.5M +$1.02M +16,522 +4%
Fifth Third Bancorp
156
Fifth Third Bancorp
Ohio
$26.4M +$2.38M +38,578 +10%
AWS
157
Atria Wealth Solutions
New York
$26.2M +$55.7K +905 +0.2%
Envestnet Portfolio Solutions
158
Envestnet Portfolio Solutions
Illinois
$25.7M +$1.46M +23,765 +6%
BFG
159
Buttonwood Financial Group
Missouri
$24.5M -$12.3M -199,172 -34%
RIS
160
Retirement Income Solutions
Michigan
$24.4M -$2.26M -36,751 -9%
EIA
161
Eldridge Investment Advisors
New Hampshire
$24.4M +$3.13M +50,772 +15%
CG
162
Clarus Group
Texas
$24.1M +$23M +373,176 +9,683%
FFN
163
Focus Financial Network
Minnesota
$24.1M -$2.84M -46,182 -11%
IA
164
IFG Advisory
Georgia
$23.9M +$3.65M +59,230 +19%
WCFA
165
Walkner Condon Financial Advisors
Wisconsin
$23.7M -$4.01M -65,153 -15%
Principal Financial Group
166
Principal Financial Group
Iowa
$23.7M +$751K +12,197 +3%
IPA
167
Investment Planning Advisors
Georgia
$23.7M +$22.8M +369,935 New
IMC Chicago
168
IMC Chicago
Illinois
$23.5M +$22.6M +367,790 New
AF
169
Advisornet Financial
Minnesota
$23.5M -$3.8M -61,707 -14%
LFG
170
Larson Financial Group
Missouri
$23.1M +$5.35M +86,851 +32%
KAM
171
Knightsbridge Asset Management
California
$22.8M +$1.44M +23,447 +7%
AIM
172
Astor Investment Management
Illinois
$22M -$3.75M -60,902 -15%
LFAS
173
Level Four Advisory Services
Texas
$21.9M +$1.36M +22,026 +7%
MHWM
174
Montz Harcus Wealth Management
Louisiana
$21.8M -$3.57K -58 -0%
CA
175
CSM Advisors
Pennsylvania
$21.6M -$49.3K -800 -0.2%

SPYM Hedge Fund Activity: Q2 2024 in Review

1,054 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 ETF (SPYM) for Q2 2024, worth a combined $27.2B — up 16% from $23.5B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new SPYM positions and 39 closed out — a net gain of 89 holders — while 473 added to existing stakes and 351 trimmed.

The largest buyer was Betterment LLC, adding an estimated $560M. The largest seller was Mizuho Bank, exiting entirely with an estimated $314M sold.

  • 1,054 institutional investors held State Street SPDR Portfolio S&P 500 ETF (SPYM) as of Q2 2024, up from 974 in Q1 2024.
  • Funds reported $27.2B of State Street SPDR Portfolio S&P 500 ETF stock for Q2 2024, up 16% quarter-over-quarter.
  • 128 funds opened new State Street SPDR Portfolio S&P 500 ETF positions in Q2 2024 and 39 closed out, a net change of +89 holders.
  • The largest State Street SPDR Portfolio S&P 500 ETF buyer in Q2 2024 was Betterment LLC, an estimated $560M added.
  • The largest State Street SPDR Portfolio S&P 500 ETF seller in Q2 2024 was Mizuho Bank, an estimated $314M sold.

Based on aggregated 13F filings for Q2 2024.