State Street SPDR Portfolio S&P 500 ETF
SPYM
762 hedge funds and large institutions have $13.3B invested in State Street SPDR Portfolio S&P 500 ETF in 2023 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 327 increasing their positions, 244 reducing their positions, and 32 closing their positions.
225% more first-time investments, than exits
New positions opened: 104 | Existing positions closed: 32
34% more repeat investments, than reductions
Existing positions increased: 327 | Existing positions reduced: 244
23% more capital invested
Capital invested by funds: $10.7B → $13.3B (+$2.52B)
11% more funds holding in top 10
Funds holding in top 10: 142 → 157 (+15)
9% more funds holding
Funds holding: 696 → 762 (+66)
2.88% more ownership
Funds ownership: 68.17% → 71.05% (+2.9%)
29% less call options, than puts
Call options by funds: $18.1M | Put options by funds: $25.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$276M |
| 2 |
LPL Financial
San Diego,
California
|
+$131M |
| 3 |
SWM
SigFig Wealth Management
San Francisco,
California
|
+$119M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$79.5M |
| 5 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
+$74.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
-$53.7M |
| 2 |
KW
KWB Wealth
Redlands,
California
|
-$24.2M |
| 3 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
-$21.6M |
| 4 |
RWA
Rooted Wealth Advisors
Bourbonnais,
Illinois
|
-$16.8M |
| 5 |
CWAF
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
-$14.2M |
SPYM Hedge Fund Activity: Q2 2023 in Review
762 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 ETF (SPYM) for Q2 2023, worth a combined $13.3B — up 23% from $10.7B a quarter earlier.
Buyers outnumbered sellers: 104 funds opened new SPYM positions and 32 closed out — a net gain of 72 holders — while 327 added to existing stakes and 244 trimmed.
The largest buyer was Clark Capital Management Group, opening a new position worth an estimated $276M. The largest seller was Wealthcare Advisory Partners, cutting an estimated $53.7M.
- 762 institutional investors held State Street SPDR Portfolio S&P 500 ETF (SPYM) as of Q2 2023, up from 696 in Q1 2023.
- Funds reported $13.3B of State Street SPDR Portfolio S&P 500 ETF stock for Q2 2023, up 23% quarter-over-quarter.
- 104 funds opened new State Street SPDR Portfolio S&P 500 ETF positions in Q2 2023 and 32 closed out, a net change of +72 holders.
- The largest State Street SPDR Portfolio S&P 500 ETF buyer in Q2 2023 was Clark Capital Management Group, an estimated $276M added.
- The largest State Street SPDR Portfolio S&P 500 ETF seller in Q2 2023 was Wealthcare Advisory Partners, an estimated $53.7M sold.
Based on aggregated 13F filings for Q2 2023.