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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
Renaissance Technologies
401
Renaissance Technologies
New York
$638K +$710K +15,200 New
BBPWM
402
Blue Bell Private Wealth Management
Pennsylvania
$634K +$705K +15,100 New
BCI
403
Brinker Capital Investments
Pennsylvania
$630K -$10.9K -234 -2%
UCFA
404
United Capital Financial Advisors
Texas
$628K +$38.6K +826 +6%
MFG
405
Merit Financial Group
Georgia
$627K -$656K -14,051 -48%
BWA
406
Burt Wealth Advisors
Maryland
$617K +$686K +14,700 New
AMM
407
American Money Management
California
$606K +$12.4K +266 +2%
ARC
408
Advisor Resource Council
Texas
$594K -$19.8M -424,676 -97%
CFGS
409
Concourse Financial Group Securities
Alabama
$583K +$204K +4,363 +46%
WIP
410
WealthCare Investment Partners
Rhode Island
$581K -$36.3K -777 -5%
ADL
411
Asset Dedication LLC
California
$553K +$141K +3,013 +30%
BRWA
412
B. Riley Wealth Advisors
Florida
$553K +$306K +6,554 +99%
C
413
Certuity
Florida
$549K
LIA
414
LBMC Investment Advisors
Tennessee
$549K
CFP
415
Cypress Financial Planning
New Jersey
$547K +$99.2K +2,125 +20%
RCA
416
Ranch Capital Advisors
Florida
$544K +$81K +1,734 +15%
William Blair & Company
417
William Blair & Company
Illinois
$541K +$463K +9,907 +358%
BC
418
Brio Consultants
California
$535K -$116K -2,493 -17%
VA
419
Valmark Advisers
Ohio
$534K -$16.4K -352 -3%
SAS
420
SMI Advisory Services
Indiana
$531K -$471K -10,080 -44%
ODFS
421
O'Donnell Financial Services
California
$519K -$1.53M -32,807 -73%
Janney Montgomery Scott
422
Janney Montgomery Scott
Pennsylvania
$513K +$571K +12,228 New
DI
423
Diligent Investors
California
$510K
HAS
424
HBW Advisory Services
California
$510K +$40.5K +867 +8%
JWCA
425
J.W. Cole Advisors
Florida
$501K +$26.8K +573 +5%

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.