State Street SPDR Portfolio S&P 500 ETF
SPYM
923 hedge funds and large institutions have $19.9B invested in State Street SPDR Portfolio S&P 500 ETF in 2023 Q4 according to their latest regulatory filings, with 178 funds opening new positions, 413 increasing their positions, 258 reducing their positions, and 29 closing their positions.
514% more first-time investments, than exits
New positions opened: 178 | Existing positions closed: 29
60% more repeat investments, than reductions
Existing positions increased: 413 | Existing positions reduced: 258
41% more call options, than puts
Call options by funds: $17.3M | Put options by funds: $12.3M
34% more capital invested
Capital invested by funds: $14.8B → $19.9B (+$5.1B)
20% more funds holding in top 10
Funds holding in top 10: 163 → 195 (+32)
18% more funds holding
Funds holding: 782 → 923 (+141)
2.52% more ownership
Funds ownership: 72.01% → 74.53% (+2.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$454M |
| 2 |
LPL Financial
San Diego,
California
|
+$242M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$214M |
| 4 |
ACM
Advance Capital Management
Southfield,
Michigan
|
+$208M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$122M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWP
Gateway Wealth Partners
Appleton,
Wisconsin
|
-$72.9M |
| 2 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$32.6M |
| 3 |
SWM
SigFig Wealth Management
San Francisco,
California
|
-$31.4M |
| 4 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
-$20.8M |
| 5 |
APTFM
AGUR Provident & Training Funds Management
Tel Aviv,
Israel
|
-$17.9M |
SPYM Hedge Fund Activity: Q4 2023 in Review
923 of the 6,860 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 $19.9B — up 34% from $14.8B a quarter earlier.
Buyers outnumbered sellers: 178 funds opened new SPYM positions and 29 closed out — a net gain of 149 holders — while 413 added to existing stakes and 258 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $454M. The largest seller was Gateway Wealth Partners, cutting an estimated $72.9M.
- 923 institutional investors held State Street SPDR Portfolio S&P 500 ETF (SPYM) as of Q4 2023, up from 782 in Q3 2023.
- Funds reported $19.9B of State Street SPDR Portfolio S&P 500 ETF stock for Q4 2023, up 34% quarter-over-quarter.
- 178 funds opened new State Street SPDR Portfolio S&P 500 ETF positions in Q4 2023 and 29 closed out, a net change of +149 holders.
- The largest State Street SPDR Portfolio S&P 500 ETF buyer in Q4 2023 was Morgan Stanley, an estimated $454M 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.