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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
ODG
51
O'Dell Group
Ohio
$38.1M +$403K +8,912 +1%
CAN
52
Cetera Advisor Networks
California
$37M +$25.4M +561,277 +215%
BFG
53
Buttonwood Financial Group
Missouri
$36.6M +$389K +8,602 +1%
NPI
54
New Perspectives Inc
Mississippi
$36.1M +$1.75M +38,657 +5%
ACM
55
Advance Capital Management
Michigan
$35.8M +$2.1M +46,510 +6%
BFA
56
Brown Financial Advisory
Alabama
$34.9M +$240K +5,314 +0.7%
SAM
57
Standpoint Asset Management
Arizona
$34.6M +$34.8M +769,900 New
DA
58
Detalus Advisors
Missouri
$33.1M +$2.27M +50,318 +7%
PWA
59
Physician Wealth Advisors
Utah
$32.5M +$1.93M +42,763 +7%
SB
60
Strategic Blueprint
Georgia
$31.6M -$8.74M -193,306 -22%
CWM
61
CCG Wealth Management
California
$31.5M -$671K -14,856 -2%
LAS
62
Lloyd Advisory Services
Georgia
$30.9M -$2.79M -61,625 -8%
B
63
Bridgeworth
Alabama
$29.3M +$22.2M +491,271 +309%
C1AG
64
Client 1st Advisory Group
Florida
$29M +$3.07M +68,031 +12%
BOC
65
Bull Oak Capital
California
$28.7M +$9.57M +211,779 +50%
SCA
66
Snowden Capital Advisors
New York
$28.3M +$1.45M +32,049 +5%
AIM
67
Astor Investment Management
Illinois
$28.2M -$2.82M -62,417 -9%
NRI
68
NFP Retirement Inc
California
$28.1M +$16.4M +361,960 +138%
GVAG
69
Great Valley Advisor Group
Delaware
$27.9M -$765K -16,923 -3%
GLA
70
Good Life Advisors
Pennsylvania
$27.8M +$577K +12,757 +2%
UBS Group
71
UBS Group
Switzerland
$26.9M -$14M -309,310 -34%
GRP
72
Global Retirement Partners
California
$26.9M -$2.94M -64,972 -10%
AFG
73
Affinia Financial Group
Massachusetts
$26.6M -$1.49M -33,046 -5%
MML Investors Services
74
MML Investors Services
Massachusetts
$25.5M +$1.67M +36,957 +7%
WAS
75
Wealth Advisory Solutions
Indiana
$25.3M -$11.3K -250 -0%

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.