State Street SPDR Portfolio S&P 500 ETF
SPYM
782 hedge funds and large institutions have $13.9B invested in State Street SPDR Portfolio S&P 500 ETF in 2023 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 370 increasing their positions, 252 reducing their positions, and 46 closing their positions.
178% more call options, than puts
Call options by funds: $14.4M | Put options by funds: $5.18M
67% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 46
47% more repeat investments, than reductions
Existing positions increased: 370 | Existing positions reduced: 252
4% more funds holding in top 10
Funds holding in top 10: 157 → 163 (+6)
3% more funds holding
Funds holding: 762 → 782 (+20)
4% more capital invested
Capital invested by funds: $13.4B → $13.9B (+$582M)
0.97% more ownership
Funds ownership: 71.05% → 72.01% (+0.97%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$123M |
| 2 |
LPL Financial
San Diego,
California
|
+$117M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$116M |
| 4 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$115M |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$90.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
-$151M |
| 2 |
DJSG
D.J. St. Germain
Springfield,
Massachusetts
|
-$94.8M |
| 3 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$29.6M |
| 4 |
DCM
Davidson Capital Management
Corpus Christi,
Texas
|
-$25.9M |
| 5 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$24.3M |
SPYM Hedge Fund Activity: Q3 2023 in Review
782 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 ETF (SPYM) for Q3 2023, worth a combined $13.9B — up 4.4% from $13.4B a quarter earlier.
Buyers outnumbered sellers: 77 funds opened new SPYM positions and 46 closed out — a net gain of 31 holders — while 370 added to existing stakes and 252 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $123M. The largest seller was Stadion Money Management, cutting an estimated $151M.
- 782 institutional investors held State Street SPDR Portfolio S&P 500 ETF (SPYM) as of Q3 2023, up from 762 in Q2 2023.
- Funds reported $13.9B of State Street SPDR Portfolio S&P 500 ETF stock for Q3 2023, up 4.4% quarter-over-quarter.
- 77 funds opened new State Street SPDR Portfolio S&P 500 ETF positions in Q3 2023 and 46 closed out, a net change of +31 holders.
- The largest State Street SPDR Portfolio S&P 500 ETF buyer in Q3 2023 was JP Morgan Chase, an estimated $123M added.
- The largest State Street SPDR Portfolio S&P 500 ETF seller in Q3 2023 was Stadion Money Management, an estimated $151M sold.
Based on aggregated 13F filings for Q3 2023.