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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
IHWM
676
Iron Horse Wealth Management
Iowa
$8K +$7.82K +173 New
FDCDDQ
677
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.78K
GAG
678
Goodman Advisory Group
Massachusetts
$7K -$1.36K -30 -16%
PCA
679
Providence Capital Advisors
North Carolina
$5.62K
WAM
680
Worth Asset Management
Texas
$4.95K
IGWM
681
ICA Group Wealth Management
Colorado
$4.63K +$4.66K +103 New
PAI
682
Pittenger & Anderson Inc
Nebraska
$4.59K +$4.61K +102 New
CSB
683
City State Bank
Iowa
$4K
TCOV
684
Trust Company of Vermont
Vermont
$3.82K
FCA
685
FinTrust Capital Advisors
South Carolina
$3.51K
EWM
686
EPG Wealth Management
Georgia
$2.92K
TCWA
687
Ten Capital Wealth Advisors
Washington
$2.83K
HIA
688
Harbor Investment Advisory
Maryland
$2.38K
CA
689
Crewe Advisors
Utah
$1.89K
AIC
690
Archer Investment Corporation
Indiana
$1.26K +$1.26K +28 New
BWL
691
Bogart Wealth LLC
Virginia
$1.13K -$1.85K -41 -62%
Allianz Asset Management
692
Allianz Asset Management
Germany
$945 -$90 -2 -9%
FCA
693
Fortis Capital Advisors
Kansas
$900 +$904 +20 New
OIA
694
Optimum Investment Advisors
Illinois
$450 +$452 +10 New
VCM
695
Versant Capital Management
Arizona
$409
MWM
696
MinichMacGregor Wealth Management
New York
$325 +$316 +7 New
WIM
697
Westside Investment Management
California
$233 +$171K +3,793 +271%
ACG
698
Allen Capital Group
Nebraska
-$32.1M -763,905 Closed
CF
699
Copperwynd Financial
Arizona
-$13.1M -312,321 Closed
JWM
700
Jackson Wealth Management
Florida
-$12.5M -297,092 Closed

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.