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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
PA
176
Procyon Advisors
Connecticut
$21.6M +$11.8M +191,918 +132%
PNC Financial Services Group
177
PNC Financial Services Group
Pennsylvania
$21.4M +$19.6M +318,758 +2,091%
VCM
178
Vivaldi Capital Management
Illinois
$21.1M -$35.7K -580 -0.2%
Northwestern Mutual Wealth Management
179
Northwestern Mutual Wealth Management
Wisconsin
$21.1M +$2.7M +43,897 +15%
LAS
180
Legacy Advisory Services
Pennsylvania
$21M -$188K -3,053 -0.9%
American Century Companies
181
American Century Companies
Missouri
$20.8M +$1.6M +26,000 +9%
SCM
182
Steele Capital Management
Iowa
$20.8M +$279K +4,524 +1%
WA
183
WBH Advisory
Maryland
$20.6M -$129K -2,088 -0.6%
KFP
184
KMG Fiduciary Partners
Ohio
$20.5M +$1.94M +31,488 +11%
CWS
185
Cypress Wealth Services
California
$20.3M -$2.21M -35,833 -10%
ODIJL
186
One Day In July LLC
Vermont
$20.1M +$9.2M +149,393 +91%
RA
187
Rational Advisors
New York
$19.7M -$2.01M -32,632 -10%
AFP
188
Ausdal Financial Partners
Iowa
$19.6M -$177K -2,870 -0.9%
Prudential Financial
189
Prudential Financial
New Jersey
$19.6M +$3.4M +55,211 +22%
SB
190
Strategic Blueprint
Georgia
$19.4M -$6.36M -103,346 -25%
RFS
191
Retirement Financial Solutions
Tennessee
$19.4M +$532K +8,649 +3%
SFI
192
SPC Financial Inc
Maryland
$19.2M +$704K +11,439 +4%
WCM
193
Windsor Capital Management
Arizona
$18.8M -$1.24M -20,188 -6%
MFA
194
Mayflower Financial Advisors
Massachusetts
$18.6M -$870K -14,133 -5%
AI
195
Atria Investments
North Carolina
$18.5M -$1.92M -31,196 -10%
CWAF
196
Core Wealth Advisors (Florida)
Florida
$18.1M +$21.5K +349 +0.1%
EH
197
Equitable Holdings
New York
$18.1M +$853K +13,848 +5%
LWL
198
Leo Wealth LLC
Texas
$18M +$5.56M +90,335 +47%
SPAS
199
Spectrum Planning & Advisory Services
California
$18M +$17.2M +279,695 New
AI
200
Arrien Investments
Idaho
$17.8M -$919K -14,932 -5%

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.