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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
FEG
276
Financial Enhancement Group
Indiana
$2.34M +$232K +4,975 +10%
EFL
277
ERn Financial LLC
Wisconsin
$2.3M +$2.06K +44 +0.1%
T
278
TRUADVICE
Florida
$2.27M +$413K +8,834 +21%
TDWM
279
Topel & Distasi Wealth Management
California
$2.23M
PFA
280
Pinnacle Family Advisors
Missouri
$2.2M +$63.5K +1,360 +3%
CPO
281
Cerity Partners OCIO
New York
$2.2M -$1.1M -23,540 -31%
PWA
282
PCG Wealth Advisors
Kansas
$2.2M +$1.28M +27,414 +110%
IWA
283
Intercontinental Wealth Advisors
Texas
$2.15M +$381K +8,157 +19%
SPA
284
Sentinel Pension Advisors
Massachusetts
$2.14M +$248K +5,317 +12%
IFG
285
Independent Financial Group
California
$2.13M +$2.37M +50,750 New
CPIG
286
Chicago Partners Investment Group
Illinois
$2.11M +$1.35M +28,860 +156%
AO
287
Advisor OS
Illinois
$2.11M -$919K -19,672 -28%
Millennium Management
288
Millennium Management
New York
$2.1M +$372K +7,968 +19%
CTFG
289
Capstone Triton Financial Group
Oklahoma
$2.06M +$87.7K +1,877 +4%
SOS
290
Silver Oak Securities
Tennessee
$2.05M -$565K -12,110 -23%
KWM
291
Kingsview Wealth Management
Oregon
$2M +$128K +2,748 +6%
AIS
292
American Investment Services
Massachusetts
$1.92M +$135K +2,884 +7%
CFG
293
Cooper Financial Group
California
$1.91M +$198K +4,249 +10%
HWMA
294
Heritage Wealth Management (Arizona)
Arizona
$1.85M -$335K -7,170 -14%
T
295
TrueFG
Texas
$1.83M +$139K +2,986 +7%
Fidelity Investments
296
Fidelity Investments
Massachusetts
$1.81M -$136K -2,911 -6%
WCM
297
Wealthcare Capital Management
Virginia
$1.79M -$75.4K -1,614 -4%
MA
298
MONECO Advisors
Connecticut
$1.78M +$78.4K +1,678 +4%
HSG
299
Helen Stephens Group
Texas
$1.76M -$68.3K -1,462 -3%
FC
300
Financial Consulate
Maryland
$1.75M -$253K -5,422 -11%

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.