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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
KAM
176
Knightsbridge Asset Management
California
$24.5M +$368K +5,664 +2%
RA
177
RFG Advisory
Alabama
$24.3M -$14.8M -227,250 -39%
Prudential Financial
178
Prudential Financial
New Jersey
$24.2M +$3.43M +52,742 +17%
PA
179
Procyon Advisors
Connecticut
$24.1M +$1.24M +19,064 +6%
IPA
180
Investment Planning Advisors
Georgia
$23.7M
PNC Financial Services Group
181
PNC Financial Services Group
Pennsylvania
$23.5M +$962K +14,799 +4%
WAOI
182
Wealth Advisors of Iowa
Iowa
$22.6M +$21.7M +334,362 New
LAS
183
Legacy Advisory Services
Pennsylvania
$22.4M +$273K +4,196 +1%
CA
184
CSM Advisors
Pennsylvania
$22.3M -$512K -7,880 -2%
LFAS
185
Level Four Advisory Services
Texas
$22.1M -$760K -11,688 -3%
FFN
186
Focus Financial Network
Minnesota
$22M -$2.72M -41,894 -11%
SCM
187
Steele Capital Management
Iowa
$21.7M -$169K -2,599 -0.8%
WA
188
WBH Advisory
Maryland
$21.7M -$62K -953 -0.3%
CSPIA
189
Cary Street Partners Investment Advisory
Virginia
$21.6M +$3.32M +51,071 +19%
CF
190
Copperwynd Financial
Arizona
$21.4M +$20.6M +316,533 New
MFG
191
MidWestOne Financial Group
Iowa
$21.2M +$16.8M +258,956 +476%
AIM
192
Astor Investment Management
Illinois
$21M -$2.05M -31,531 -9%
IA
193
IFG Advisory
Georgia
$20.9M -$4.18M -64,339 -17%
AFP
194
Ausdal Financial Partners
Iowa
$20.8M +$123K +1,894 +0.6%
CWS
195
Cypress Wealth Services
California
$20.8M -$592K -9,110 -3%
SAW
196
Signal Advisors Wealth
Michigan
$20.6M +$18.9M +290,561 +2,072%
American Century Companies
197
American Century Companies
Missouri
$20.3M -$1.56M -24,000 -7%
RFS
198
Retirement Financial Solutions
Tennessee
$20.3M -$151K -2,319 -0.8%
CAAM
199
Cornerstone Advisors Asset Management
Pennsylvania
$20.2M +$7.6M +116,845 +64%
SFI
200
SPC Financial Inc
Maryland
$20.1M -$141K -2,163 -0.7%

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.