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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
FPAS
351
Focus Partners Advisor Solutions
Missouri
$1.04M +$1.16M +24,735 New
JG
352
Jefferies Group
New York
$1.04M +$933K +19,979 +420%
FFA
353
Fragasso Financial Advisors
Pennsylvania
$1.03M +$514K +11,011 +82%
KCPG
354
Kavar Capital Partners Group
Kansas
$1.02M
NF
355
Nikulski Financial
Iowa
$1.02M +$1.68K +36 +0.1%
PTC
356
Private Trust Company
Ohio
$1M +$138K +2,950 +14%
MA
357
MKT Advisors
California
$1M +$368K +7,875 +49%
BA
358
Bluesphere Advisors
Pennsylvania
$974K -$70K -1,500 -6%
FCM
359
Fourpath Capital Management
Oklahoma
$968K -$21K -449 -2%
FMN
360
Financial Management Network
California
$956K -$12.8K -275 -1%
CWS
361
Confluence Wealth Services
Pennsylvania
$951K -$352K -7,548 -25%
FCC
362
Flower City Capital
New York
$936K -$280K -5,996 -21%
Koshinski Asset Management
363
Koshinski Asset Management
Illinois
$923K +$8.59K +184 +0.8%
Betterment LLC
364
Betterment LLC
New York
$914K
MWC
365
MBM Wealth Consultants
Missouri
$898K +$39.5K +846 +4%
FAP
366
Financial Advisory Partners
Florida
$879K +$271K +5,813 +38%
LWMNY
367
Landmark Wealth Management (New York)
New York
$868K +$67.1K +1,436 +7%
NFP
368
Narus Financial Partners
Utah
$855K -$4.72K -101 -0.5%
NFG
369
Nations Financial Group
Iowa
$849K +$2.52K +54 +0.3%
AAS
370
Ameritas Advisory Services
Nebraska
$837K +$170K +3,637 +22%
CB
371
Community Bank
New York
$821K +$36.2K +775 +4%
USCWA
372
U.S. Capital Wealth Advisors
Texas
$810K +$262K +5,616 +41%
FWM
373
Fingerlakes Wealth Management
New York
$800K +$3.04K +65 +0.3%
HF
374
HRT Financial
New York
$799K +$889K +19,031 New
WP
375
WealthSource Partners
California
$795K -$11.7K -250 -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.