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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
MGIA
76
Moneta Group Investment Advisors
Missouri
$25.3M -$3.27M -72,254 -12%
PCA
77
Prosperity Capital Advisors
Ohio
$25.2M +$25.3M +559,857 New
CWM
78
Cahaba Wealth Management
Georgia
$24.8M +$5.26M +116,417 +27%
KP
79
Keel Point
Alabama
$24.8M -$35.8K -791 -0.1%
DCM
80
Davidson Capital Management
Texas
$24.4M +$24.6M +543,361 New
PAS
81
Park Avenue Securities
New York
$23.9M +$4.93M +108,971 +26%
GIA
82
Gladstone Institutional Advisory
Florida
$23.6M +$11.4M +252,553 +93%
Cetera Investment Advisers
83
Cetera Investment Advisers
Illinois
$23.3M +$21.7M +480,422 +1,273%
LFAS
84
Level Four Advisory Services
Texas
$22.2M -$6.69M -148,035 -23%
NA
85
Nottingham Advisors
New York
$21.6M -$390K -8,630 -2%
KAM
86
Knightsbridge Asset Management
California
$21.2M +$936K +20,699 +5%
MFG
87
Merit Financial Group
Georgia
$20.7M +$20.1M +445,633 +2,985%
SWP
88
Stratos Wealth Partners
Ohio
$20.3M +$2.09M +46,298 +11%
AWM
89
Adams Wealth Management
Utah
$20.2M +$13.4M +295,493 +192%
AA
90
Advisory Alpha
Michigan
$19.8M +$1.95M +43,130 +11%
RJA
91
Raymond James & Associates
Florida
$19.7M +$2.2M +48,753 +12%
CWG
92
Crown Wealth Group
North Carolina
$19.4M +$1.06M +23,455 +6%
FFN
93
Focus Financial Network
Minnesota
$19.3M -$807K -17,852 -4%
TA
94
Tectonic Advisors
Texas
$19M -$3.55M -78,495 -16%
PWM
95
Penobscot Wealth Management
Maine
$19M +$2.42M +53,440 +14%
SFP
96
Shepherd Financial Partners
Massachusetts
$18.9M +$1.59M +35,111 +9%
KAS
97
Kestra Advisory Services
Texas
$18.4M +$10.1M +224,014 +120%
EWM
98
Executive Wealth Management
Michigan
$18.4M +$17.7M +392,663 +2,348%
IA
99
IFP Advisors
Florida
$18.1M -$3.8M -84,185 -13%
PA
100
PSI Advisors
Florida
$18.1M +$547K +12,108 +3%
2 3
4
5 6

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.