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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
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$66.8M -$5.88M -125,979 -7%
HighTower Advisors
27
HighTower Advisors
Illinois
$60M +$40.5M +868,072 +155%
NEWAS
28
N.E.W. Advisory Services
Wisconsin
$57.3M +$3.26M +69,819 +5%
GAG
29
GM Advisory Group
New York
$56M +$23.7M +507,678 +61%
TLIC
30
Taiyo Life Insurance Company
Japan
$53.1M +$59.1M +1,265,000 New
APW
31
Austin Private Wealth
Texas
$50M +$9.23M +197,673 +20%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$49.6M +$6.09M +130,455 +12%
Ameriprise
33
Ameriprise
Minnesota
$48M +$9.4M +201,264 +21%
WWG
34
West Wealth Group
California
$47M -$62.9K -1,347 -0.1%
MIAN
35
Mariner Independent Advisor Network
Kansas
$45.4M -$4.75M -101,796 -9%
GP
36
Girard Partners
Pennsylvania
$43.1M +$3.06M +65,478 +7%
HGWM
37
Horst & Graben Wealth Management
Oregon
$43.1M +$3.79M +81,151 +9%
SFS
38
Security Financial Services
Indiana
$40M +$1.87M +40,011 +4%
CW
39
CreativeOne Wealth
Kansas
$39M +$5.95M +127,491 +16%
UBS Group
40
UBS Group
Switzerland
$38.1M +$3.87M +82,777 +10%
SB
41
Strategic Blueprint
Georgia
$37.6M +$1.68M +36,066 +4%
ACA
42
Aptus Capital Advisors
Alabama
$37.2M +$767K +16,420 +2%
OWA
43
One Wealth Advisors
California
$37M +$4.99M +106,824 +14%
WANY
44
Wealthspire Advisors (New York)
New York
$35.8M -$1.89M -40,555 -5%
ACM
45
AlphaStar Capital Management
North Carolina
$35.7M +$12M +257,465 +43%
IWP
46
IAG Wealth Partners
Wisconsin
$35.5M +$936K +20,050 +2%
ODG
47
O'Dell Group
Ohio
$35.1M +$1.23M +26,387 +3%
BFG
48
Buttonwood Financial Group
Missouri
$33.8M +$9M +192,815 +31%
BFA
49
Brown Financial Advisory
Alabama
$32.4M +$4.27M +91,457 +13%
NPI
50
New Perspectives Inc
Mississippi
$32.1M +$474K +10,158 +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.