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SPYM

State Street SPDR Portfolio S&P 500 ETF

1,252 hedge funds and large institutions have $38.7B invested in State Street SPDR Portfolio S&P 500 ETF in 2024 Q4 according to their latest regulatory filings, with 225 funds opening new positions, 552 increasing their positions, 371 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 225 | Existing positions closed: 52

49% more repeat investments, than reductions

Existing positions increased: 552 | Existing positions reduced: 371

24% more funds holding in top 10

Funds holding in top 10: 230285 (+55)

23% more capital invested

Capital invested by funds: $31.6B → $38.7B (+$7.12B)

14% more funds holding

Funds holding: 1,0961,252 (+156)

0.77% more ownership

Funds ownership: 68.18%68.95% (+0.77%)

58% less call options, than puts

Call options by funds: $21.7M | Put options by funds: $51.2M

Holders
1,252
Holders Change
+156
Holders Change %
+14.23%
% of All Funds
16.49%
Holding in Top 10
285
Holding in Top 10 Change
+55
Holding in Top 10 Change %
+23.91%
% of All Funds
3.75%
New
225
Increased
552
Reduced
371
Closed
52
Calls
$21.7M
Puts
$51.2M
Net Calls
-$29.5M
Net Calls Change
-$35.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
1
Betterment LLC
New York
$3.65B +$265M +3,824,688 +8%
LPL Financial
2
LPL Financial
California
$2.71B +$256M +3,687,146 +10%
Creative Planning
3
Creative Planning
Kansas
$2.1B +$63.9M +921,185 +3%
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$1.65B -$2.01K -29 -0.1%
Jones Financial Companies
5
Jones Financial Companies
Missouri
$1.07B +$1.07B +15,476,455 +14,332%
Invesco
6
Invesco
Georgia
$1.07B +$156M +2,250,006 +17%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$891M +$113M +1,635,377 +14%
ACM
8
Advance Capital Management
Michigan
$843M -$22.2M -320,348 -3%
Morgan Stanley
9
Morgan Stanley
New York
$679M +$23.8M +343,319 +4%
Osaic Holdings
10
Osaic Holdings
Arizona
$659M +$122M +1,755,253 +23%
JP Morgan Chase
11
JP Morgan Chase
New York
$650M -$84.5M -1,219,337 -11%
Allianz Asset Management
12
Allianz Asset Management
Germany
$639M -$103M -1,492,830 -14%
SLI
13
Sumitomo Life Insurance
Japan
$624M +$97.7M +1,410,000 +18%
NMIFOAC
14
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$617M +$96.9M +1,398,000 +19%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$543M +$45.6M +657,335 +9%
OIA
16
OneDigital Investment Advisors
Kansas
$522M +$837K +12,075 +0.2%
Bank of America
17
Bank of America
North Carolina
$495M -$91.7M -1,322,790 -16%
CCMG
18
Clark Capital Management Group
Pennsylvania
$491M +$47.8M +689,476 +11%
Financial Engines Advisors
19
Financial Engines Advisors
California
$346M +$1.34M +19,303 +0.4%
GI
20
Gradient Investments
Minnesota
$328M +$101M +1,460,710 +44%
1WM
21
1900 Wealth Management
Texas
$325M +$14.8M +213,820 +5%
Ameriprise
22
Ameriprise
Minnesota
$324M +$54.1M +780,451 +20%
Manulife (Manufacturers Life Insurance)
23
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$318M +$45.5M +657,005 +17%
SMM
24
Stadion Money Management
Georgia
$311M -$17.4M -251,043 -5%
Goldman Sachs
25
Goldman Sachs
New York
$300M +$194M +2,804,365 +181%

SPYM Hedge Fund Activity: Q4 2024 in Review

1,252 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 ETF (SPYM) for Q4 2024, worth a combined $38.7B — up 23% from $31.6B a quarter earlier.

Buyers outnumbered sellers: 225 funds opened new SPYM positions and 52 closed out — a net gain of 173 holders — while 552 added to existing stakes and 371 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $1.07B. The largest seller was Allianz Asset Management, cutting an estimated $103M.

  • 1,252 institutional investors held State Street SPDR Portfolio S&P 500 ETF (SPYM) as of Q4 2024, up from 1,096 in Q3 2024.
  • Funds reported $38.7B of State Street SPDR Portfolio S&P 500 ETF stock for Q4 2024, up 23% quarter-over-quarter.
  • 225 funds opened new State Street SPDR Portfolio S&P 500 ETF positions in Q4 2024 and 52 closed out, a net change of +173 holders.
  • The largest State Street SPDR Portfolio S&P 500 ETF buyer in Q4 2024 was Jones Financial Companies, an estimated $1.07B added.
  • The largest State Street SPDR Portfolio S&P 500 ETF seller in Q4 2024 was Allianz Asset Management, an estimated $103M sold.

Based on aggregated 13F filings for Q4 2024.