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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

923 hedge funds and large institutions have $19.9B invested in State Street SPDR Portfolio S&P 500 ETF in 2023 Q4 according to their latest regulatory filings, with 178 funds opening new positions, 413 increasing their positions, 258 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

514% more first-time investments, than exits

New positions opened: 178 | Existing positions closed: 29

60% more repeat investments, than reductions

Existing positions increased: 413 | Existing positions reduced: 258

41% more call options, than puts

Call options by funds: $17.3M | Put options by funds: $12.3M

34% more capital invested

Capital invested by funds: $14.8B → $19.9B (+$5.1B)

20% more funds holding in top 10

Funds holding in top 10: 163 → 195 (+32)

18% more funds holding

Funds holding: 782 → 923 (+141)

2.52% more ownership

Funds ownership: 72.01% → 74.53% (+2.5%)

Holders
923
Holders Change
+141
Holders Change %
+18.03%
% of All Funds
13.45%
Holding in Top 10
195
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+19.63%
% of All Funds
2.84%
New
178
Increased
413
Reduced
258
Closed
29
Calls
$17.3M
Puts
$12.3M
Net Calls
+$5.05M
Net Calls Change
-$4.17M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$454M
2
LPL Financial
LPL Financial
California
+$242M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$214M
4
ACM
Advance Capital Management
Michigan
+$208M
5
Bank of America
Bank of America
North Carolina
+$122M

Top Sellers

Rank Fund Capital Flow
1
GWP
Gateway Wealth Partners
Wisconsin
-$72.9M
2
BCM
Brookstone Capital Management
Illinois
-$32.6M
3
SWM
SigFig Wealth Management
California
-$31.4M
4
SMM
Stadion Money Management
Georgia
-$20.8M
5
APTFM
AGUR Provident & Training Funds Management
Israel
-$17.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
IFPG
426
Intrepid Financial Planning Group
Indiana
$2.29M -$99.4K -1,897 -4%
JFA
427
JNBA Financial Advisors
Minnesota
$2.27M +$853K +16,287 +67%
T
428
TCWP
Ohio
$2.21M +$90K +1,718 +5%
AP
429
Advisors Preferred
Maryland
$2.21M +$1.41M +26,970 +212%
MWC
430
MBM Wealth Consultants
Missouri
$2.2M +$131K +2,491 +7%
AFG
431
AFS Financial Group
Maryland
$2.19M +$2.05M +39,174 New
WFAG
432
Worth Financial Advisory Group
North Carolina
$2.15M -$24.2K -462 -1%
FFA
433
Farther Finance Advisors
California
$2.15M +$489K +9,330 +32%
CCM
434
Condor Capital Management
New Jersey
$2.14M -$23.3K -445 -1%
PWM
435
Perigon Wealth Management
California
$2.14M +$96.8K +1,848 +5%
MA
436
MONECO Advisors
Connecticut
$2.13M -$142K -2,712 -7%
Bank of Montreal
437
Bank of Montreal
Ontario, Canada
$2.13M -$733 -14 -0%
SW
438
Simplicity Wealth
New Jersey
$2.11M +$1.2M +22,843 +154%
ASN
439
Advisory Services Network
Georgia
$2.1M +$382K +7,299 +24%
HWMA
440
Heritage Wealth Management (Arizona)
Arizona
$2.1M +$1.96M +37,492 New
SWM
441
Spire Wealth Management
Virginia
$2.08M +$206K +3,925 +12%
BW
442
BIP Wealth
Georgia
$2.08M -$99K -1,890 -5%
AFP
443
Alpha Financial Partners
Kentucky
$2.06M +$1.93M +36,800 New
NWMG
444
National Wealth Management Group
Ohio
$2.06M +$83.3K +1,590 +5%
CFG
445
Cooper Financial Group
California
$2.05M -$304K -5,795 -14%
HSG
446
Helen Stephens Group
Texas
$2.04M +$12.7K +242 +0.7%
PTC
447
Private Trust Company
Ohio
$2.03M -$72.9K -1,392 -4%
LCM
448
Lunt Capital Management
Utah
$2.02M -$949K -18,122 -33%
HPA
449
High Probability Advisors
New York
$2.01M +$128K +2,437 +7%
CF
450
Convergence Financial
Missouri
$2M +$715K +13,642 +62%
16 17
18
19 20

SPYM Hedge Fund Activity: Q4 2023 in Review

923 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 ETF (SPYM) for Q4 2023, worth a combined $19.9B — up 34% from $14.8B a quarter earlier.

Buyers outnumbered sellers: 178 funds opened new SPYM positions and 29 closed out — a net gain of 149 holders — while 413 added to existing stakes and 258 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $454M. The largest seller was Gateway Wealth Partners, cutting an estimated $72.9M.

  • 923 institutional investors held State Street SPDR Portfolio S&P 500 ETF (SPYM) as of Q4 2023, up from 782 in Q3 2023.
  • Funds reported $19.9B of State Street SPDR Portfolio S&P 500 ETF stock for Q4 2023, up 34% quarter-over-quarter.
  • 178 funds opened new State Street SPDR Portfolio S&P 500 ETF positions in Q4 2023 and 29 closed out, a net change of +149 holders.
  • The largest State Street SPDR Portfolio S&P 500 ETF buyer in Q4 2023 was Morgan Stanley, an estimated $454M added.
  • The largest State Street SPDR Portfolio S&P 500 ETF seller in Q4 2023 was Gateway Wealth Partners, an estimated $72.9M sold.

Based on aggregated 13F filings for Q4 2023.