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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
Betterment LLC
1
Betterment LLC
New York
$3.31B +$414M +6,371,513 +15%
LPL Financial
2
LPL Financial
California
$2.41B +$228M +3,501,943 +11%
Creative Planning
3
Creative Planning
Kansas
$1.99B +$59.6M +915,823 +3%
Invesco
4
Invesco
Georgia
$892M +$859M +13,210,430 +372,965%
ACM
5
Advance Capital Management
Michigan
$847M -$66.5M -1,022,998 -8%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$762M +$65.5M +1,007,757 +10%
Allianz Asset Management
7
Allianz Asset Management
Germany
$727M +$349M +5,361,433 +99%
JP Morgan Chase
8
JP Morgan Chase
New York
$719M -$43.3M -666,160 -6%
Morgan Stanley
9
Morgan Stanley
New York
$642M +$6.01M +92,379 +1%
Bank of America
10
Bank of America
North Carolina
$574M -$16M -246,445 -3%
Osaic Holdings
11
Osaic Holdings
Arizona
$526M +$15.5M +238,406 +3%
SLI
12
Sumitomo Life Insurance
Japan
$516M +$166M +2,550,000 +50%
OIA
13
OneDigital Investment Advisors
Kansas
$510M -$28.4M -436,587 -5%
NMIFOAC
14
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$510M +$298M +4,585,000 +154%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$487M +$35.6M +547,989 +8%
CCMG
16
Clark Capital Management Group
Pennsylvania
$434M +$19M +292,876 +5%
Financial Engines Advisors
17
Financial Engines Advisors
California
$337M -$1.45M -22,220 -0.4%
SMM
18
Stadion Money Management
Georgia
$321M +$5.8M +89,174 +2%
AWMS
19
Advocacy Wealth Management Services
Georgia
$321M -$19.2M -295,912 -6%
1WM
20
1900 Wealth Management
Texas
$303M +$22.4M +345,188 +8%
Manulife (Manufacturers Life Insurance)
21
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$268M +$6.3M +96,930 +3%
Ameriprise
22
Ameriprise
Minnesota
$265M +$17.1M +263,104 +7%
PAG
23
Private Advisor Group
New Jersey
$262M +$5.55M +85,299 +2%
CAL
24
Capital Analysts LLC
Pennsylvania
$238M +$29.3M +451,060 +15%
GAG
25
GM Advisory Group
New York
$234M +$6.08M +93,564 +3%

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.