State Street SPDR Portfolio S&P 500 ETF
SPYM
925 hedge funds and large institutions have $18.8B invested in State Street SPDR Portfolio S&P 500 ETF in 2023 Q4 according to their latest regulatory filings, with 179 funds opening new positions, 415 increasing their positions, 257 reducing their positions, and 29 closing their positions.
657% more capital inflows, than outflows
Capital inflows: $3.55B | Capital outflows: $469M
517% more first-time investments, than exits
New positions opened: 179 | Existing positions closed: 29
61% more repeat investments, than reductions
Existing positions increased: 415 | Existing positions reduced: 257
41% more call options, than puts
Call options by funds: $17.3M | Put options by funds: $12.3M
20% more funds holding in top 10
Funds holding in top 10: 163 → 195 (+32)
18% more funds holding
Funds holding: 783 → 925 (+142)
1.18% more ownership
Funds ownership: 72.01% → 73.2% (+1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$242M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$214M |
| 3 |
Advance Capital Management
Southfield,
Michigan
|
+$208M |
| 4 |
Morgan Stanley
New York
|
+$133M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$122M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Gateway Wealth Partners
Appleton,
Wisconsin
|
-$72.9M |
| 2 |
Brookstone Capital Management
Wheaton,
Illinois
|
-$32.6M |
| 3 |
SigFig Wealth Management
San Francisco,
California
|
-$31.4M |
| 4 |
Stadion Money Management
Watkinsville,
Georgia
|
-$20.8M |
| 5 |
AGUR Provident & Training Funds Management
Tel Aviv,
Israel
|
-$17.9M |
SPYM Hedge Fund Activity: Q4 2023 in Review
925 of the 6,877 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 ETF (SPYM) for Q4 2023, worth a combined $18.8B — up 35% from $13.9B a quarter earlier.
Buyers outnumbered sellers: 179 funds opened new SPYM positions and 29 closed out — a net gain of 150 holders — while 415 added to existing stakes and 257 trimmed.
The largest buyer was LPL Financial, adding an estimated $242M. The largest seller was Gateway Wealth Partners, cutting an estimated $72.9M.
- 925 institutional investors held State Street SPDR Portfolio S&P 500 ETF (SPYM) as of Q4 2023, up from 783 in Q3 2023.
- Funds reported $18.8B of State Street SPDR Portfolio S&P 500 ETF stock for Q4 2023, up 35% quarter-over-quarter.
- 179 funds opened new State Street SPDR Portfolio S&P 500 ETF positions in Q4 2023 and 29 closed out, a net change of +150 holders.
- The largest State Street SPDR Portfolio S&P 500 ETF buyer in Q4 2023 was LPL Financial, an estimated $242M added.
- The largest State Street SPDR Portfolio S&P 500 ETF seller in Q4 2023 was Gateway Wealth Partners, an estimated $72.9M sold.
Based on aggregated 13F filings for Q4 2023.