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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
APC
601
Aspire Private Capital
North Carolina
$159K -$18.6K -412 -10%
VCM
602
Vigilant Capital Management
Maine
$153K +$154K +3,400 New
HNB
603
Huntington National Bank
Ohio
$153K
NRC
604
New Republic Capital
North Carolina
$133K +$133K +2,949 New
HB
605
Horizon Bancorp
Indiana
$128K +$129K +2,850 New
OCM
606
Orion Capital Management
California
$126K
PWM
607
Provident Wealth Management
Tennessee
$121K
GA
608
GoalVest Advisory
New York
$118K +$65.8K +1,457 +124%
OSNBOA
609
Old Second National Bank of Aurora
Illinois
$112K +$77.1K +1,705 +216%
PB
610
Pinnacle Bancorp
Nebraska
$111K -$3.8K -84 -3%
Franklin Resources
611
Franklin Resources
California
$100K +$2.98K +66 +3%
CPG
612
Cornerstone Planning Group
New Jersey
$94.3K +$93.2K +2,063 New
DJSG
613
D.J. St. Germain
Massachusetts
$90.4K +$3.77M +83,451 +4%
FCG
614
Financial Connections Group
California
$83K -$2.76K -61 -3%
NFSG
615
Newbridge Financial Services Group
Florida
$82.4K +$61.7K +1,365 +292%
3AM
616
3EDGE Asset Management
Florida
$81.5K +$81.8K +1,811 New
NECFA
617
New England Capital Financial Advisors
Connecticut
$78.2K +$75.9K +1,680 New
TIM
618
Tortoise Investment Management
New York
$77.1K
CP
619
Castleview Partners
Texas
$76.2K +$3.16K +70 +4%
OSAM
620
O'Shaughnessy Asset Management
Connecticut
$71.5K -$11.3K -249 -14%
CPFP
621
Clear Perspectives Financial Planning
Ohio
$66.3K
BNP Paribas Financial Markets
622
BNP Paribas Financial Markets
France
$65.5K +$65.8K +1,456 New
MFA
623
McClarren Financial Advisors
Pennsylvania
$63K +$316 +7 +0.5%
KFS
624
Kelly Financial Services
Massachusetts
$60.1K +$42.5K +941 +238%
DWP
625
Destiny Wealth Partners
Florida
$59.7K +$24.7K +546 +70%

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.