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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
OIM
426
Opus Investment Management
Massachusetts
$483K -$119K -2,550 -18%
PNC Financial Services Group
427
PNC Financial Services Group
Pennsylvania
$481K -$134K -2,860 -20%
NAS
428
Nicolet Advisory Services
Wisconsin
$478K +$100K +2,142 +23%
ACS
429
Archford Capital Strategies
Illinois
$477K
DAS
430
Dynamic Advisor Solutions
Arizona
$476K +$529K +11,337 New
OMC
431
Old Mission Capital
Illinois
$472K +$1.59K +34 +0.3%
QA
432
Quantitative Advantage
Minnesota
$472K +$81.6K +1,747 +18%
VCM
433
Virtue Capital Management
Tennessee
$471K +$1.12K +24 +0.2%
RFN
434
RDA Financial Network
Iowa
$466K +$25.8K +552 +5%
ES
435
ETF Store
Kansas
$459K +$107K +2,298 +27%
AUB
436
Atlantic Union Bankshares
Virginia
$453K
IA
437
Inspire Advisors
Idaho
$453K +$27.8K +596 +6%
KIG
438
Kowal Investment Group
Wisconsin
$436K +$90.3K +1,933 +23%
IIC
439
Integrated Investment Consultants
Michigan
$432K +$33.9K +725 +8%
DRS
440
Deane Retirement Strategies
Louisiana
$422K -$116K -2,491 -20%
JMPWA
441
JP Morgan Private Wealth Advisors
California
$419K +$466K +9,987 New
CIAS
442
Capital Investment Advisory Services
North Carolina
$415K -$53.2K -1,140 -10%
FMWA
443
Forvis Mazars Wealth Advisors
Missouri
$410K -$28.6K -613 -6%
AWA
444
Arkadios Wealth Advisors
Georgia
$410K
HFS
445
Horizon Financial Services
North Carolina
$407K -$148K -3,175 -25%
WSTAM
446
Wilbanks Smith & Thomas Asset Management
Virginia
$406K
QC
447
QCM Cayman
Texas
$405K +$218K +4,675 +94%
DI
448
DFPG Investments
Utah
$401K +$107K +2,294 +34%
CF
449
Convergence Financial
Missouri
$397K +$14.5K +310 +3%
RWM
450
Ritholtz Wealth Management
New York
$396K +$93 +2 +0%

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.