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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
CCFM
126
Clear Creek Financial Management
Washington
$13.4M +$766K +16,944 +6%
BCMIO
127
Beacon Capital Management Inc (Ohio)
Ohio
$13.3M
Corient Private Wealth
128
Corient Private Wealth
Florida
$13.3M +$13M +288,680 New
TWM
129
Tradition Wealth Management
Minnesota
$13.2M -$639K -14,148 -5%
FZCM
130
Flynn Zito Capital Management
New York
$13.1M +$226K +5,009 +2%
WCFA
131
Walkner Condon Financial Advisors
Wisconsin
$13.1M -$512K -11,325 -4%
WAOI
132
Wealth Advisors of Iowa
Iowa
$13M -$1.16M -25,649 -8%
UWM
133
USAdvisors Wealth Management
Minnesota
$12.6M +$15.9K +351 +0.1%
Mercer Global Advisors
134
Mercer Global Advisors
Colorado
$12.4M +$5.83M +128,891 +88%
DWM
135
Denver Wealth Management
Colorado
$12.3M +$217K +4,805 +2%
AR
136
Apeiron RIA
Texas
$12.3M +$423K +9,365 +4%
SRSA
137
S.R. Schill & Associates
Washington
$12.2M +$18.1K +401 +0.1%
LFG
138
Larson Financial Group
Missouri
$12.1M +$12.1M +267,428 +36,887%
9WM
139
9258 Wealth Management
Ohio
$12M +$2.3M +50,935 +24%
CWA
140
Clearview Wealth Advisors
Oregon
$11.8M -$3.22M -71,191 -21%
NA
141
NewEdge Advisors
Louisiana
$11.6M +$5.48M +121,290 +49%
T
142
TCWP
Ohio
$11.3M -$3.95M -87,404 -26%
FRA
143
FFG Retirement Advisors
Colorado
$11.3M +$11.3M +250,383 New
NWM
144
NEIRG Wealth Management
Massachusetts
$11.2M -$946K -20,922 -8%
LIA
145
Luken Investment Analytics
Tennessee
$11.2M +$11.2M +248,685 New
Goldman Sachs
146
Goldman Sachs
New York
$11M -$956K -21,151 -8%
BWM
147
Baystate Wealth Management
Massachusetts
$11M +$2.12M +46,911 +24%
KBFS
148
Kohmann Bosshard Financial Services
Ohio
$11M +$1.4M +30,903 +14%
PWG
149
Private Wealth Group
Florida
$10.9M +$2.14M +47,344 +24%
AF
150
Advisornet Financial
Minnesota
$10.7M -$1.76K -39 -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.