State Street SPDR Portfolio S&P 500 ETF
SPYM
977 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 117 funds opening new positions, 409 increasing their positions, 348 reducing their positions, and 48 closing their positions.
206% more capital inflows, than outflows
Capital inflows: $4.39B | Capital outflows: $1.43B
144% more first-time investments, than exits
New positions opened: 117 | Existing positions closed: 48
18% more repeat investments, than reductions
Existing positions increased: 409 | Existing positions reduced: 348
6% more funds holding
Funds holding: 925 → 977 (+52)
1% more funds holding in top 10
Funds holding in top 10: 195 → 197 (+2)
2.69% less ownership
Funds ownership: 73.2% → 70.5% (-2.7%)
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 |
Advance Capital Management
Southfield,
Michigan
|
+$422M |
| 3 |
Mizuho Bank
Tokyo,
Japan
|
+$299M |
| 4 |
Advocacy Wealth Management Services
Atlanta,
Georgia
|
+$196M |
| 5 |
LPL Financial
San Diego,
California
|
+$135M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AE Wealth Management
Topeka,
Kansas
|
-$301M |
| 2 |
JP Morgan Chase
New York
|
-$78.3M |
| 3 |
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
-$73.6M |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$58M |
| 5 |
West Wealth Group
Irvine,
California
|
-$47.7M |
SPYM Hedge Fund Activity: Q1 2024 in Review
977 of the 6,966 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 25% from $18.8B a quarter earlier.
Buyers outnumbered sellers: 117 funds opened new SPYM positions and 48 closed out — a net gain of 69 holders — while 409 added to existing stakes and 348 trimmed.
The largest buyer was Betterment LLC, adding an estimated $1.97B. The largest seller was AE Wealth Management, cutting an estimated $301M.
- 977 institutional investors held State Street SPDR Portfolio S&P 500 ETF (SPYM) as of Q1 2024, up from 925 in Q4 2023.
- Funds reported $23.5B of State Street SPDR Portfolio S&P 500 ETF stock for Q1 2024, up 25% quarter-over-quarter.
- 117 funds opened new State Street SPDR Portfolio S&P 500 ETF positions in Q1 2024 and 48 closed out, a net change of +69 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 AE Wealth Management, an estimated $301M sold.
Based on aggregated 13F filings for Q1 2024.