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SPYM

State Street SPDR Portfolio S&P 500 ETF

629 hedge funds and large institutions have $8.83B invested in State Street SPDR Portfolio S&P 500 ETF in 2022 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 298 increasing their positions, 195 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more call options, than puts

Call options by funds: $21.9M | Put options by funds: $8.2M

53% more repeat investments, than reductions

Existing positions increased: 298 | Existing positions reduced: 195

43% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 40

21.8% more ownership

Funds ownership: 68.96%90.76% (+22%)

14% more funds holding in top 10

Funds holding in top 10: 114130 (+16)

1% more funds holding

Funds holding: 620629 (+9)

1% more capital invested

Capital invested by funds: $8.77B → $8.83B (+$64.4M)

Holders
629
Holders Change
+9
Holders Change %
+1.45%
% of All Funds
10.83%
Holding in Top 10
130
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+14.04%
% of All Funds
2.24%
New
57
Increased
298
Reduced
195
Closed
40
Calls
$21.9M
Puts
$8.2M
Net Calls
+$13.7M
Net Calls Change
+$10.8M
Name Holding Trade Value Shares
Change
Change in
Stake
G
251
GenTrust
Florida
$2.87M
EGA
252
E&G Advisors
Texas
$2.86M -$35.9K -768 -1%
CWM
253
Congress Wealth Management
Massachusetts
$2.85M +$544K +11,654 +21%
AWM
254
Aspire Wealth Management
Massachusetts
$2.81M +$171K +3,652 +6%
TFA
255
Teamwork Financial Advisors
Texas
$2.8M -$292K -6,258 -9%
WEG
256
World Equity Group
Illinois
$2.76M +$1.54K +33 +0.1%
CWS
257
Cypress Wealth Services
California
$2.73M +$2.75M +58,879 +1,165%
Bank of New York Mellon
258
Bank of New York Mellon
New York
$2.72M +$68.6K +1,469 +2%
OWA
259
Outlook Wealth Advisors
Texas
$2.69M -$123K -2,634 -4%
D
260
Dentgroup
Louisiana
$2.64M +$2.18M +46,684 +289%
MSAM
261
Moloney Securities Asset Management
Missouri
$2.63M +$223K +4,775 +8%
ULWM
262
Upper Left Wealth Management
Florida
$2.6M -$26.5K -568 -7%
FWI
263
Facet Wealth Inc
Maryland
$2.59M +$35.9K +768 +1%
CGFA
264
Colton Groome Financial Advisors
North Carolina
$2.54M +$2.83M +60,615 New
AF
265
Aldebaran Financial
$2.54M +$19.4K +416 +0.7%
TCA
266
Transcend Capital Advisors
New Jersey
$2.54M +$893K +19,123 +46%
CPW
267
Catalyst Private Wealth
California
$2.52M -$5.65K -121 -0.2%
Susquehanna International Group
268
Susquehanna International Group
Pennsylvania
$2.46M -$719K -15,404 -21%
IFPG
269
Intrepid Financial Planning Group
Indiana
$2.45M -$22.4K -479 -0.8%
Two Sigma Investments
270
Two Sigma Investments
New York
$2.42M +$229K +4,900 +9%
MCC
271
Money Concepts Capital
Florida
$2.42M -$217K -4,657 -7%
CFGF
272
Compass Financial Group (Florida)
Florida
$2.42M -$22.4K -479 -0.9%
NS
273
Newman & Schimel
Illinois
$2.38M +$1.37M +29,258 +106%
BPA
274
Beacon Pointe Advisors
California
$2.36M -$427K -9,135 -14%
RFG
275
Range Financial Group
Oregon
$2.36M -$36K -771 -1%

SPYM Hedge Fund Activity: Q3 2022 in Review

629 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 ETF (SPYM) for Q3 2022, worth a combined $8.83B — up 0.73% from $8.77B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new SPYM positions and 40 closed out — a net gain of 17 holders — while 298 added to existing stakes and 195 trimmed.

The largest buyer was CFS Investment Advisory Services, adding an estimated $3.24B. The largest seller was Creative Planning, cutting an estimated $81M.

  • 629 institutional investors held State Street SPDR Portfolio S&P 500 ETF (SPYM) as of Q3 2022, up from 620 in Q2 2022.
  • Funds reported $8.83B of State Street SPDR Portfolio S&P 500 ETF stock for Q3 2022, up 0.73% quarter-over-quarter.
  • 57 funds opened new State Street SPDR Portfolio S&P 500 ETF positions in Q3 2022 and 40 closed out, a net change of +17 holders.
  • The largest State Street SPDR Portfolio S&P 500 ETF buyer in Q3 2022 was CFS Investment Advisory Services, an estimated $3.24B added.
  • The largest State Street SPDR Portfolio S&P 500 ETF seller in Q3 2022 was Creative Planning, an estimated $81M sold.

Based on aggregated 13F filings for Q3 2022.