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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
SA
151
Scarborough Advisors
Maryland
$30.5M +$17M +261,119 +137%
CWG
152
Crown Wealth Group
North Carolina
$30.5M +$963K +14,812 +3%
GAG
153
Goodman Advisory Group
Massachusetts
$30.5M +$42.9K +660 +0.1%
Fifth Third Bancorp
154
Fifth Third Bancorp
Ohio
$30.4M +$2.47M +38,019 +9%
SWM
155
Sugarloaf Wealth Management
Georgia
$30.3M +$389K +5,975 +1%
TWM
156
TSA Wealth Management
Texas
$29.7M -$3.95M -60,769 -12%
NA
157
Nottingham Advisors
New York
$29.7M -$7.23M -111,187 -20%
LAS
158
Lloyd Advisory Services
Georgia
$29.7M -$365K -5,609 -1%
WWG
159
West Wealth Group
California
$29.4M -$4.03M -61,893 -12%
EIA
160
Eldridge Investment Advisors
New Hampshire
$29.3M +$3.43M +52,674 +14%
EWM
161
Executive Wealth Management
Michigan
$28.2M -$862K -13,251 -3%
WCFA
162
Walkner Condon Financial Advisors
Wisconsin
$27.6M +$2.46M +37,786 +10%
BHB
163
Bank Hapoalim BM
Israel
$27.4M -$5.27M -81,000 -17%
Envestnet Portfolio Solutions
164
Envestnet Portfolio Solutions
Illinois
$27.1M -$14.8K -227 -0.1%
SFWA
165
Summit Financial Wealth Advisors
Louisiana
$26.9M +$25.9M +398,372 New
LFG
166
Larson Financial Group
Missouri
$26.8M +$2.26M +34,689 +10%
FI
167
Financial Insights
Washington
$26.3M -$5.82M -89,522 -19%
CG
168
Clarus Group
Texas
$26M +$516K +7,932 +2%
FFWA
169
Forthright Family Wealth Advisory
Texas
$25.9M -$21.6M -332,660 -48%
MHWM
170
Montz Harcus Wealth Management
Louisiana
$25.9M +$2.75M +42,283 +12%
EH
171
Equitable Holdings
New York
$25.9M +$6.51M +100,066 +35%
RIS
172
Retirement Income Solutions
Michigan
$25.8M +$94.3K +1,450 +0.4%
Principal Financial Group
173
Principal Financial Group
Iowa
$25.8M +$802K +12,336 +3%
AWS
174
Atria Wealth Solutions
New York
$25.2M -$2.37M -36,500 -9%
WWA
175
WCG Wealth Advisors
Nevada
$24.7M -$6.98M -107,401 -23%

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.