State Street SPDR Portfolio S&P 500 ETF
SPYM
696 hedge funds and large institutions have $10.7B invested in State Street SPDR Portfolio S&P 500 ETF in 2023 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 296 increasing their positions, 234 reducing their positions, and 59 closing their positions.
27% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 59
26% more repeat investments, than reductions
Existing positions increased: 296 | Existing positions reduced: 234
7% more capital invested
Capital invested by funds: $10.1B → $10.7B (+$671M)
0% more funds holding
Funds holding: 696 → 696 (0)
1% less call options, than puts
Call options by funds: $28.9M | Put options by funds: $29.3M
1.63% less ownership
Funds ownership: 69.8% → 68.17% (-1.6%)
2% less funds holding in top 10
Funds holding in top 10: 145 → 142 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$132M |
| 2 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$44M |
| 3 |
ACG
Allen Capital Group
Grand Island,
Nebraska
|
+$39.1M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$29.6M |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$29.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$273M |
| 2 |
MWM
Moran Wealth Management
Naples,
Florida
|
-$111M |
| 3 |
BlackRock
New York
|
-$107M |
| 4 |
TC
Trilogy Capital
Irvine,
California
|
-$87.8M |
| 5 |
WCAMG
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
-$59.1M |
SPYM Hedge Fund Activity: Q1 2023 in Review
696 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 ETF (SPYM) for Q1 2023, worth a combined $10.7B — up 6.7% from $10.1B a quarter earlier.
Buyers outnumbered sellers: 75 funds opened new SPYM positions and 59 closed out — a net gain of 16 holders — while 296 added to existing stakes and 234 trimmed.
The largest buyer was LPL Financial, adding an estimated $132M. The largest seller was Clark Capital Management Group, exiting entirely with an estimated $273M sold.
- 696 institutional investors held State Street SPDR Portfolio S&P 500 ETF (SPYM) as of Q1 2023, unchanged from Q4 2022.
- Funds reported $10.7B of State Street SPDR Portfolio S&P 500 ETF stock for Q1 2023, up 6.7% quarter-over-quarter.
- 75 funds opened new State Street SPDR Portfolio S&P 500 ETF positions in Q1 2023 and 59 closed out, a net change of +16 holders.
- The largest State Street SPDR Portfolio S&P 500 ETF buyer in Q1 2023 was LPL Financial, an estimated $132M added.
- The largest State Street SPDR Portfolio S&P 500 ETF seller in Q1 2023 was Clark Capital Management Group, an estimated $273M sold.
Based on aggregated 13F filings for Q1 2023.