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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
RWA
101
Rooted Wealth Advisors
Illinois
$17.8M +$17.9M +396,265 New
Commonwealth Equity Services
102
Commonwealth Equity Services
Massachusetts
$17.5M +$667K +14,759 +4%
AG
103
Ascent Group
Virginia
$17.5M +$2.79M +61,684 +19%
BOSSRA
104
B.O.S.S. Retirement Advisors
Utah
$17.3M +$17.3M +383,853 New
SFA
105
Sequoia Financial Advisors
Ohio
$17.1M +$2.34M +51,701 +16%
AFP
106
Ausdal Financial Partners
Iowa
$17.1M -$79.3K -1,754 -0.5%
SFP
107
Strategic Financial Partners
Oregon
$16.8M -$4.45M -98,533 -21%
WCM
108
Windsor Capital Management
Arizona
$16.4M -$698K -15,434 -4%
SWM
109
Sugarloaf Wealth Management
Georgia
$16M +$2.72M +60,218 +20%
MFA
110
Mayflower Financial Advisors
Massachusetts
$15.9M +$4.86M +107,580 +44%
VCM
111
Vivaldi Capital Management
Illinois
$15.9M -$752K -16,644 -5%
AWS
112
Atria Wealth Solutions
New York
$15.8M -$1.05M -23,136 -6%
RIS
113
Retirement Income Solutions
Michigan
$15.7M +$2.2M +48,713 +16%
MHWM
114
Montz Harcus Wealth Management
Louisiana
$15.4M +$211K +4,677 +1%
HFA
115
Highland Financial Advisors
New Jersey
$15.3M -$103K -2,286 -0.7%
IWC
116
Integrated Wealth Concepts
Massachusetts
$15.2M +$1.22M +27,059 +9%
SFG
117
StrategIQ Financial Group
Indiana
$14.6M -$43.4K -961 -0.3%
MFT
118
Moisand Fitzgerald Tamayo
Florida
$14.4M +$831K +18,382 +6%
SPAS
119
Spectrum Planning & Advisory Services
California
$14.3M -$242K -5,345 -2%
LEFP
120
Leading Edge Financial Planning
Tennessee
$14.3M +$14.4M +318,104 New
US Bancorp
121
US Bancorp
Minnesota
$14.3M +$1.89M +41,890 +15%
T
122
TNF
Montana
$14.2M +$130K +2,878 +1%
RA
123
RFG Advisory
Alabama
$14.2M -$297K -6,576 -2%
SFI
124
SPC Financial Inc
Maryland
$13.8M +$4.15M +91,713 +43%
ATPW
125
Ashton Thomas Private Wealth
Arizona
$13.5M +$13.5M +299,469 New

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.