We are live on ! Find out more
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
Betterment LLC
1
Betterment LLC
New York
$2.73B +$560M +9,088,184 +27%
LPL Financial
2
LPL Financial
California
$2.06B +$147M +2,389,144 +8%
Creative Planning
3
Creative Planning
Kansas
$1.83B +$61.9M +1,005,769 +4%
ACM
4
Advance Capital Management
Michigan
$868M +$24.7M +402,001 +3%
JP Morgan Chase
5
JP Morgan Chase
New York
$724M +$60.6M +984,142 +10%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$658M +$75.9M +1,232,825 +14%
Morgan Stanley
7
Morgan Stanley
New York
$602M +$178M +2,897,680 +44%
Bank of America
8
Bank of America
North Carolina
$560M +$97.7M +1,586,185 +22%
OIA
9
OneDigital Investment Advisors
Kansas
$512M +$53.5M +869,589 +12%
Osaic Holdings
10
Osaic Holdings
Arizona
$484M +$20.3M +330,354 +5%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$427M +$9.66M +156,870 +2%
CCMG
12
Clark Capital Management Group
Pennsylvania
$393M +$15.4M +250,543 +4%
Allianz Asset Management
13
Allianz Asset Management
Germany
$346M +$306M +4,973,357 +1,165%
AWMS
14
Advocacy Wealth Management Services
Georgia
$323M -$16.7M -270,788 -5%
Financial Engines Advisors
15
Financial Engines Advisors
California
$321M +$1.56M +25,394 +0.5%
SLI
16
Sumitomo Life Insurance
Japan
$309M +$314M +5,092,600 New
SMM
17
Stadion Money Management
Georgia
$299M -$130M -2,110,139 -31%
1WM
18
1900 Wealth Management
Texas
$265M +$46.4M +753,943 +22%
Manulife (Manufacturers Life Insurance)
19
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$248M +$43.3M +703,276 +22%
PAG
20
Private Advisor Group
New Jersey
$243M +$14.7M +237,970 +7%
Ameriprise
21
Ameriprise
Minnesota
$234M +$89.4M +1,452,691 +66%
GAG
22
GM Advisory Group
New York
$216M +$8.02M +130,244 +4%
AssetMark Inc
23
AssetMark Inc
California
$214M -$39.8M -647,126 -16%
WAP
24
Wealthcare Advisory Partners
Pennsylvania
$213M +$15.7M +255,134 +8%
GI
25
Gradient Investments
Minnesota
$207M -$23.3M -377,821 -10%

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.