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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
SMC
376
Smith, Moore & Co
Missouri
$780K -$106K -2,275 -11%
IA
377
Insight Advisors
Pennsylvania
$776K +$27.5K +588 +3%
SFG
378
Sovereign Financial Group
Connecticut
$772K -$140 -3 -0%
ASN
379
Advisory Services Network
Georgia
$772K +$78.9K +1,690 +10%
OGF
380
Orin Green Financial
California
$767K -$148K -3,173 -15%
TA
381
TrueWealth Advisors
Alabama
$766K +$74.1K +1,586 +10%
AWM
382
Axxcess Wealth Management
California
$762K -$117K -2,497 -12%
DADC
383
D.A. Davidson & Co
Montana
$752K +$24.8K +532 +3%
CC
384
Copperleaf Capital
North Carolina
$751K -$5.08M -108,843 -86%
TPA
385
Trivium Point Advisory
Connecticut
$749K -$129K -2,758 -14%
DC
386
Davenport & Co
Virginia
$746K -$145K -3,113 -15%
SFM
387
Signet Financial Management
New Jersey
$746K
RCM
388
Raleigh Capital Management
North Carolina
$727K +$28.4K +609 +4%
SWMG
389
Sanchez Wealth Management Group
Florida
$724K -$95.7K -2,050 -11%
CA
390
Corrado Advisors
New Jersey
$705K -$12.6K -270 -2%
AWM
391
Accurate Wealth Management
Florida
$699K +$351K +7,512 +87%
CWMGP
392
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$696K +$6.58K +141 +0.9%
MGP
393
Metis Global Partners
California
$690K +$422K +9,047 +122%
PWM
394
Perigon Wealth Management
California
$684K +$225K +4,823 +42%
JSA
395
Jacobson & Schmitt Advisors
Wisconsin
$671K +$1.82K +39 +0.2%
RSWM
396
Robertson Stephens Wealth Management
California
$668K -$6.86K -147 -0.9%
TFA
397
Transamerica Financial Advisors
Florida
$666K -$1.65M -35,437 -69%
NGA
398
Naples Global Advisors
Florida
$658K +$97.1K +2,080 +15%
HWM
399
Hohimer Wealth Management
Washington
$645K +$4.44K +95 +0.6%
SPC
400
Sigma Planning Corp
Michigan
$638K -$2.5M -53,464 -78%

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.