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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
RA
201
Rational Advisors
New York
$19.5M -$1.21M -18,643 -6%
LWL
202
Leo Wealth LLC
Texas
$19.3M +$315K +4,844 +2%
AI
203
Atria Investments
North Carolina
$19.3M -$272K -4,177 -1%
LGW
204
Leslie Global Wealth
Illinois
$19.3M +$1.17M +17,943 +7%
MFA
205
Mayflower Financial Advisors
Massachusetts
$19.2M -$448K -6,887 -2%
WCM
206
Windsor Capital Management
Arizona
$19.1M -$691K -10,629 -4%
CWAF
207
Core Wealth Advisors (Florida)
Florida
$19M -$141K -2,167 -0.8%
GWM
208
Geneos Wealth Management
Colorado
$18.9M +$1.22M +18,782 +7%
SB
209
Strategic Blueprint
Georgia
$18.8M -$1.61M -24,776 -8%
SPAS
210
Spectrum Planning & Advisory Services
California
$18.6M -$289K -4,451 -2%
AI
211
Arrien Investments
Idaho
$18.6M -$235K -3,607 -1%
AO
212
Advisor OS
Illinois
$18.3M +$1.38M +21,270 +9%
Stifel Financial
213
Stifel Financial
Missouri
$18.2M +$497K +7,642 +3%
WA
214
Waverly Advisors
Alabama
$18.2M -$283K -4,344 -2%
CIC
215
Carnegie Investment Counsel
Ohio
$18.2M +$167K +2,573 +1%
WAS
216
Wealth Advisory Solutions
Indiana
$18M +$320K +4,921 +2%
VCM
217
Vivaldi Capital Management
Illinois
$17.9M -$4.26M -65,564 -20%
GWP
218
Gen-Wealth Partners
Michigan
$17.5M +$141K +2,167 +0.9%
IFG
219
Independent Financial Group
California
$17.1M +$2.4M +36,954 +17%
PIA
220
Panoramic Investment Advisors
Colorado
$17.1M +$16.5M +253,595 New
Janney Montgomery Scott
221
Janney Montgomery Scott
Pennsylvania
$17M +$47.3K +727 +0.3%
JWM
222
Jackson Wealth Management
Florida
$16.5M +$7.92M +121,794 +99%
TA
223
Tectonic Advisors
Texas
$16.4M -$2.19M -33,715 -12%
CSPAM
224
Cary Street Partners Asset Management
Virginia
$16.2M +$2.63M +40,444 +20%
HIP
225
HUB Investment Partners
Texas
$16.2M +$6.93M +106,485 +80%

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.