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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
NL
326
NWAM LLC
Washington
$1.29M +$311K +6,665 +28%
BCFS
327
Butensky & Cohen Financial Security
Florida
$1.28M +$52.4K +1,122 +4%
SSW
328
Stone Summit Wealth
Florida
$1.27M
CMBA
329
C.M. Bidwell & Associates
Hawaii
$1.27M -$308K -6,600 -18%
MPCL
330
My Personal CFO LLC
Washington
$1.26M
Northern Trust
331
Northern Trust
Illinois
$1.26M +$118K +2,525 +9%
Stifel Financial
332
Stifel Financial
Missouri
$1.25M +$15.2K +325 +1%
SF
333
Safeguard Financial
Wisconsin
$1.24M +$1.49K +32 +0.1%
WF
334
Wayfinding Financial
Washington
$1.23M +$105K +2,253 +8%
PIA
335
Pinion Investment Advisors
Kansas
$1.23M -$30.1K -645 -2%
VIM
336
Vista Investment Management
Pennsylvania
$1.23M +$20.8K +445 +2%
BFG
337
Beacon Financial Group
Texas
$1.22M +$66.9K +1,432 +5%
FC
338
Forte Capital
New York
$1.22M +$32.9K +705 +2%
MWM
339
Meridian Wealth Management
Kentucky
$1.2M -$17.6K -377 -1%
PFA
340
Professional Financial Advisors
Nebraska
$1.2M -$9.43K -202 -0.7%
CA
341
CGN Advisors
Kansas
$1.19M -$161K -3,451 -11%
TF
342
TLWM Financial
Texas
$1.16M -$228K -4,884 -32%
ACM
343
Altrius Capital Management
North Carolina
$1.16M -$167K -3,584 -12%
CA
344
Cetera Advisors
Colorado
$1.12M +$229K +4,909 +23%
SW
345
Simplicity Wealth
New Jersey
$1.12M +$8.03K +172 +0.7%
BFA
346
Bluestem Financial Advisors
Illinois
$1.08M -$514K -11,008 -30%
AAS
347
Avantax Advisory Services
Texas
$1.07M -$108K -2,318 -8%
AWM
348
Avior Wealth Management
Nebraska
$1.06M -$112K -2,390 -9%
CCM
349
Crew Capital Management
Ohio
$1.05M +$37.9K +812 +3%
CAPTRUST Financial Advisors
350
CAPTRUST Financial Advisors
North Carolina
$1.05M +$1.05M +22,507 +930%

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.