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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
FPCG
551
Fort Pitt Capital Group
Pennsylvania
$283K +$284K +6,287 New
TWP
552
Tempus Wealth Planning
California
$279K +$58.1K +1,286 +26%
IA
553
Inspire Advisors
Idaho
$278K -$208K -4,606 -43%
MG
554
Mather Group
Illinois
$274K -$3.66K -81 -1%
CFA
555
Cahill Financial Advisors
Minnesota
$270K -$27.1K -600 -9%
HWM
556
Hohimer Wealth Management
Washington
$266K -$427K -9,439 -61%
FFG
557
Frisch Financial Group
New York
$266K -$28K -619 -9%
TPCW
558
TD Private Client Wealth
New York
$266K
EWA
559
EverSource Wealth Advisors
Alabama
$264K +$50.3K +1,112 +23%
W
560
Wealthquest
Ohio
$261K -$1.31K -29 -0.5%
TCWM
561
Total Clarity Wealth Management
Illinois
$256K +$7.05K +156 +3%
CANC
562
Culbertson A N & Co
Virginia
$254K
LWANC
563
Laurel Wealth Advisors (North Carolina)
North Carolina
$253K +$39.4K +872 +18%
TFA
564
TPG Financial Advisors
Oregon
$251K
JWA
565
JFS Wealth Advisors
Pennsylvania
$248K +$316 +7 +0.1%
GWS
566
Glassman Wealth Services
Virginia
$247K +$249K +5,500 +275,000%
AWM
567
Apollon Wealth Management
South Carolina
$247K +$248K +5,493 New
MIM
568
Macroview Investment Management
Maryland
$244K
RCAG
569
Rehmann Capital Advisory Group
Michigan
$244K +$16.5K +365 +7%
NG
570
Northstar Group
New York
$243K
FPW
571
Flagship Private Wealth
Massachusetts
$240K +$407 +9 +0.2%
EWA
572
Exencial Wealth Advisors
Oklahoma
$239K +$240K +5,315 New
CA
573
Claris Advisors
Missouri
$238K
CW
574
Connectus Wealth
Ohio
$238K +$1.13K +25 +0.5%
AIM
575
Arcadia Investment Management
Michigan
$236K -$74.2K -1,642 -24%

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.