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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

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: 130 → 145 (+15)

11% more funds holding

Funds holding: 629 → 696 (+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

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$321M
2
CCMG
Clark Capital Management Group
Pennsylvania
+$274M
3
APTFM
AGUR Provident & Training Funds Management
Israel
+$88.5M
4
OIA
OneDigital Investment Advisors
Kansas
+$77.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$64.9M

Top Sellers

Rank Fund Capital Flow
1
CIAS
CFS Investment Advisory Services
New Jersey
-$3.13B
2
Bank of America
Bank of America
North Carolina
-$506M
3
Creative Planning
Creative Planning
Kansas
-$76.1M
4
PAG
Private Advisor Group
New Jersey
-$34.4M
5
ACG
Allen Capital Group
Nebraska
-$32.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
576
EP Wealth Advisors
California
$233K +$234K +5,184 New
HR
577
Hardy Reed
Mississippi
$233K +$234K +5,177 New
EIA
578
Edgemoor Investment Advisors
Maryland
$231K – – –
MA
579
MJP Associates
Connecticut
$231K -$181 -4 -0.1%
IWA
580
Inspirion Wealth Advisors
Illinois
$225K +$226K +5,009 New
CWP
581
Concord Wealth Partners
Virginia
$224K +$225K +4,989 New
KFI
582
Key Financial Inc
Pennsylvania
$223K – – –
OFS
583
OneAscent Financial Services
Alabama
$220K +$221K +4,885 New
AF
584
Allworth Financial
California
$219K -$56K -1,240 -20%
VCP
585
Verus Capital Partners
Arizona
$218K +$219K +4,849 New
EAM
586
Empirical Asset Management
Massachusetts
$216K – – –
SGK
587
Steigerwald Gordon & Koch
Virginia
$216K – – –
BCM
588
Bayesian Capital Management
New York
$216K +$217K +4,796 New
CAMV
589
Concord Asset Management (Virginia)
Virginia
$216K +$217K +4,796 New
SEI Investments
590
SEI Investments
Pennsylvania
$209K +$210K +4,647 New
LW
591
Linscomb Wealth
Texas
$209K +$210K +4,646 New
TA
592
TFB Advisors
Kansas
$209K +$210K +4,638 New
SWM
593
Spire Wealth Management
Virginia
$208K +$9.4K +208 +5%
SW
594
SMART Wealth
Nebraska
$205K +$206K +4,553 New
CG
595
Colony Group
Massachusetts
$204K +$205K +4,527 New
TCMP
596
Thrive Capital Management (Pennsylvania)
Pennsylvania
$202K +$203K +4,498 New
Qube Research & Technologies (QRT)
597
Qube Research & Technologies (QRT)
United Kingdom
$188K -$151K -3,347 -44%
RBC
598
Romano Brothers & Co
Illinois
$180K +$181K +4,000 New
HT
599
Headlands Technologies
Illinois
$179K +$180K +3,982 New
Rockefeller Capital Management
600
Rockefeller Capital Management
New York
$174K +$9.4K +208 +6%
22 23
24
25 26

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.