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
OLVIG
626
Oliver Lagore Vanvalin Investment Group
Michigan
$59K -$17.3K -383 -23%
FMII
627
Farmers & Merchants Investments Inc
Nebraska
$58.5K
CPA
628
Cardiff Park Advisors
California
$58K
FFA
629
Founders Financial Alliance
North Carolina
$55.5K -$43.5K -962 -44%
LSA
630
Lansing Street Advisors
Pennsylvania
$53.5K +$271 +6 +0.5%
MHR
631
Matthew Hamilton Rosenberg
$51.4K
CT
632
Colonial Trust
South Carolina
$50.3K +$50.6K +1,119 New
FWP
633
FAS Wealth Partners
Kansas
$49.8K
FA
634
Fiduciary Alliance
South Carolina
$49.4K +$49.7K +1,099 New
KM
635
Kalos Management
Georgia
$46.1K +$46.3K +1,025 New
WAS
636
Winch Advisory Services
Wisconsin
$43K +$226 +5 +0.5%
AWM
637
Abound Wealth Management
Tennessee
$42.9K -$41.1K -910 -49%
ST
638
Smithfield Trust
Pennsylvania
$42K
RIA
639
Realta Investment Advisors
Delaware
$40.8K +$45 +1 +0.1%
BA
640
Ballast Advisors
Minnesota
$39.8K
PWMG
641
Prestige Wealth Management Group
New Jersey
$38.4K
WA
642
Win Advisors
Florida
$38.4K
MRCM
643
M&R Capital Management
New Jersey
$36.6K +$36.7K +813 New
CSPAM
644
Cary Street Partners Asset Management
Virginia
$35.5K
DAC
645
Dividend Assets Capital
South Carolina
$32K
YAL
646
Your Advocates Ltd
Texas
$32K -$10.6K -235 -25%
SIS
647
Sound Income Strategies
Florida
$31.7K
BAAM
648
Baker Avenue Asset Management
California
$31.5K +$31.6K +700 New
CWC
649
Carolinas Wealth Consulting
North Carolina
$31.4K
BCMLT
650
Beacon Capital Management LLC (Tennessee)
Tennessee
$27.9K -$3.93K -87 -12%

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.