State Street SPDR Portfolio S&P 500 ETF
SPYM
974 hedge funds and large institutions have $23.5B invested in State Street SPDR Portfolio S&P 500 ETF in 2024 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 407 increasing their positions, 348 reducing their positions, and 48 closing their positions.
142% more first-time investments, than exits
New positions opened: 116 | Existing positions closed: 48
18% more capital invested
Capital invested by funds: $19.9B → $23.5B (+$3.55B)
17% more repeat investments, than reductions
Existing positions increased: 407 | Existing positions reduced: 348
6% more funds holding
Funds holding: 923 → 974 (+51)
1% more funds holding in top 10
Funds holding in top 10: 195 → 196 (+1)
4.05% less ownership
Funds ownership: 74.53% → 70.48% (-4%)
15% less call options, than puts
Call options by funds: $14.8M | Put options by funds: $17.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Betterment LLC
New York
|
+$1.97B |
| 2 |
ACM
Advance Capital Management
Southfield,
Michigan
|
+$422M |
| 3 |
MB
Mizuho Bank
Tokyo,
Japan
|
+$299M |
| 4 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
+$196M |
| 5 |
LPL Financial
San Diego,
California
|
+$135M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$336M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$301M |
| 3 |
JP Morgan Chase
New York
|
-$78.3M |
| 4 |
TVAMP
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
-$73.6M |
| 5 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$58M |
SPYM Hedge Fund Activity: Q1 2024 in Review
974 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 ETF (SPYM) for Q1 2024, worth a combined $23.5B — up 18% from $19.9B a quarter earlier.
Buyers outnumbered sellers: 116 funds opened new SPYM positions and 48 closed out — a net gain of 68 holders — while 407 added to existing stakes and 348 trimmed.
The largest buyer was Betterment LLC, adding an estimated $1.97B. The largest seller was Morgan Stanley, cutting an estimated $336M.
- 974 institutional investors held State Street SPDR Portfolio S&P 500 ETF (SPYM) as of Q1 2024, up from 923 in Q4 2023.
- Funds reported $23.5B of State Street SPDR Portfolio S&P 500 ETF stock for Q1 2024, up 18% quarter-over-quarter.
- 116 funds opened new State Street SPDR Portfolio S&P 500 ETF positions in Q1 2024 and 48 closed out, a net change of +68 holders.
- The largest State Street SPDR Portfolio S&P 500 ETF buyer in Q1 2024 was Betterment LLC, an estimated $1.97B added.
- The largest State Street SPDR Portfolio S&P 500 ETF seller in Q1 2024 was Morgan Stanley, an estimated $336M sold.
Based on aggregated 13F filings for Q1 2024.