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SPYM

State Street SPDR Portfolio S&P 500 ETF

696 hedge funds and large institutions have $10.1B invested in State Street SPDR Portfolio S&P 500 ETF in 2022 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 280 increasing their positions, 212 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more call options, than puts

Call options by funds: $24.2M | Put options by funds: $7.97M

189% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 44

32% more repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 212

14% more capital invested

Capital invested by funds: $8.83B → $10.1B (+$1.23B)

12% more funds holding in top 10

Funds holding in top 10: 130145 (+15)

11% more funds holding

Funds holding: 629696 (+67)

20.96% less ownership

Funds ownership: 90.76%69.8% (-21%)

Holders
696
Holders Change
+67
Holders Change %
+10.65%
% of All Funds
11.19%
Holding in Top 10
145
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+11.54%
% of All Funds
2.33%
New
127
Increased
280
Reduced
212
Closed
44
Calls
$24.2M
Puts
$7.97M
Net Calls
+$16.2M
Net Calls Change
+$2.48M
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$84.2M +$12.8M +282,939 +18%
Wells Fargo
27
Wells Fargo
California
$81.9M -$3.63M -80,309 -4%
Mariner
28
Mariner
Kansas
$79.4M +$53.8M +1,190,970 +207%
KW
29
KWB Wealth
California
$78.8M -$897K -19,852 -1%
CIAS
30
CFS Investment Advisory Services
New Jersey
$74.3M -$3.13B -69,251,111 -98%
GWP
31
Gateway Wealth Partners
Wisconsin
$68.1M +$68.5M +1,514,746 New
NEWAS
32
N.E.W. Advisory Services
Wisconsin
$66.5M +$5.18M +114,578 +8%
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$65.1M -$7.23M -159,992 -10%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$61.5M +$8.47M +187,347 +16%
HighTower Advisors
35
HighTower Advisors
Illinois
$61M -$3.21M -70,938 -5%
APW
36
Austin Private Wealth
Texas
$60M +$6.49M +143,615 +12%
Ameriprise
37
Ameriprise
Minnesota
$59.4M +$7.96M +176,080 +15%
TVAMP
38
Tennessee Valley Asset Management Partners
Tennessee
$57.4M +$41.1M +909,474 +249%
WCAMG
39
Woodard & Company Asset Management Group
North Carolina
$56.6M +$56.8M +1,257,685 +128,993%
ACM
40
AlphaStar Capital Management
North Carolina
$51.8M +$13.7M +302,478 +36%
HGWM
41
Horst & Graben Wealth Management
Oregon
$49.1M +$2.98M +65,886 +6%
WWG
42
West Wealth Group
California
$47.3M -$3.06M -67,730 -6%
GP
43
Girard Partners
Pennsylvania
$44.1M -$2.15M -47,498 -5%
OWA
44
One Wealth Advisors
California
$42.5M +$2.9M +64,251 +7%
SFS
45
Security Financial Services
Indiana
$41.8M -$1.05M -23,196 -2%
IWP
46
IAG Wealth Partners
Wisconsin
$41.4M +$3.38M +74,878 +9%
CW
47
CreativeOne Wealth
Kansas
$41.2M -$560K -12,394 -1%
WANY
48
Wealthspire Advisors (New York)
New York
$40.5M +$2.11M +46,714 +5%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$39.4M +$15.3M +337,506 +63%
ACA
50
Aptus Capital Advisors
Alabama
$38.2M -$1.66M -36,792 -4%

SPYM Hedge Fund Activity: Q4 2022 in Review

696 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 ETF (SPYM) for Q4 2022, worth a combined $10.1B — up 14% from $8.83B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new SPYM positions and 44 closed out — a net gain of 83 holders — while 280 added to existing stakes and 212 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $321M. The largest seller was CFS Investment Advisory Services, cutting an estimated $3.13B.

  • 696 institutional investors held State Street SPDR Portfolio S&P 500 ETF (SPYM) as of Q4 2022, up from 629 in Q3 2022.
  • Funds reported $10.1B of State Street SPDR Portfolio S&P 500 ETF stock for Q4 2022, up 14% quarter-over-quarter.
  • 127 funds opened new State Street SPDR Portfolio S&P 500 ETF positions in Q4 2022 and 44 closed out, a net change of +83 holders.
  • The largest State Street SPDR Portfolio S&P 500 ETF buyer in Q4 2022 was JP Morgan Chase, an estimated $321M added.
  • The largest State Street SPDR Portfolio S&P 500 ETF seller in Q4 2022 was CFS Investment Advisory Services, an estimated $3.13B sold.

Based on aggregated 13F filings for Q4 2022.