We are live on ! Find out more
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
JWCA
476
J.W. Cole Advisors
Florida
$566K +$29.5K +653 +5%
AWM
477
Arista Wealth Management
Nevada
$564K +$567K +12,540 New
HAS
478
HBW Advisory Services
California
$549K +$3.62K +80 +0.7%
CAPTRUST Financial Advisors
479
CAPTRUST Financial Advisors
North Carolina
$548K -$576K -12,740 -51%
Janney Montgomery Scott
480
Janney Montgomery Scott
Pennsylvania
$547K -$3.39K -75 -0.6%
DI
481
Diligent Investors
California
$547K
SBL
482
Sargent Bickham Lagudis
Colorado
$546K +$131K +2,896 +31%
SAS
483
SMI Advisory Services
Indiana
$531K
Jane Street
484
Jane Street
New York
$530K -$10.2M -224,692 -95%
RFN
485
RDA Financial Network
Iowa
$518K +$18.9K +418 +4%
OIM
486
Opus Investment Management
Massachusetts
$517K
Fidelity Investments
487
Fidelity Investments
Massachusetts
$516K -$1.43M -31,730 -73%
SW
488
Simplicity Wealth
New Jersey
$513K -$686K -15,181 -57%
ODFS
489
O'Donnell Financial Services
California
$495K -$61.2K -1,355 -11%
ACS
490
Archford Capital Strategies
Illinois
$494K -$16.8K -372 -3%
VCM
491
Virtue Capital Management
Tennessee
$489K -$15.6K -346 -3%
CIA
492
Capital Investment Advisors
Georgia
$486K +$190K +4,210 +64%
AUB
493
Atlantic Union Bankshares
Virginia
$486K
ES
494
ETF Store
Kansas
$479K -$43.3K -958 -9%
HFS
495
Horizon Financial Services
North Carolina
$477K +$41.5K +918 +9%
KIG
496
Kowal Investment Group
Wisconsin
$465K -$2.89K -64 -0.6%
IIC
497
Integrated Investment Consultants
Michigan
$463K
MWM
498
MBE Wealth Management
Wisconsin
$461K +$68.5K +1,516 +17%
CFAM
499
Center For Asset Management
Florida
$451K +$73.9K +1,636 +19%
AWA
500
Arkadios Wealth Advisors
Georgia
$442K +$2.53K +56 +0.6%

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.