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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
CIAS
501
Capital Investment Advisory Services
North Carolina
$441K -$3.03K -67 -0.7%
AA
502
AJ Advisors
Tennessee
$440K +$442K +9,773 New
DRS
503
Deane Retirement Strategies
Louisiana
$437K -$15.2K -336 -3%
WSTAM
504
Wilbanks Smith & Thomas Asset Management
Virginia
$435K
RW
505
Regimen Wealth
Georgia
$431K +$433K +9,580 New
FMWA
506
Forvis Mazars Wealth Advisors
Missouri
$428K -$11.2K -248 -3%
CRI
507
Colonial River Investments
Virginia
$426K -$5.96M -131,765 -93%
NAS
508
Nicolet Advisory Services
Wisconsin
$424K -$98.5K -2,179 -19%
BC
509
Brio Consultants
California
$420K -$121K -2,682 -22%
FMI
510
F/M Investments
District of Columbia
$417K +$419K +9,261 New
SRWM
511
Shira Ridge Wealth Management
California
$404K +$406K +8,976 New
DI
512
DFPG Investments
Utah
$402K -$21.9K -485 -5%
CWM
513
Chemistry Wealth Management
New York
$399K
MCA
514
Millennium Capital Advisors
Arkansas
$398K +$1.85K +41 +0.5%
Citigroup
515
Citigroup
New York
$390K +$904 +20 +0.2%
SWP
516
Strategic Wealth Partners
Ohio
$388K -$1.46M -32,283 -79%
TA
517
TFG Advisers
Michigan
$384K +$35.6K +788 +10%
PIA
518
Perennial Investment Advisors
California
$383K +$385K +8,514 New
AIM
519
Acropolis Investment Management
Missouri
$383K +$385K +8,514 New
BFS
520
Bickling Financial Services
Massachusetts
$382K -$2.49K -55 -0.6%
CBFP
521
Cedar Brook Financial Partners
Ohio
$375K +$377K +8,340 New
PFA
522
Peak Financial Advisors
Colorado
$372K +$93.6K +2,072 +33%
SCP
523
Stevens Capital Partners
Nebraska
$371K +$373K +8,246 New
FFS
524
Founders Financial Securities
Maryland
$371K +$373K +8,243 New
CPA
525
Capital Planning Advisors
California
$367K -$3.39K -75 -0.9%

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.