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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
JSL
501
JT Stratford LLC
Georgia
$229K +$254K +5,447 New
MIM
502
Macroview Investment Management
Maryland
$228K
NG
503
Northstar Group
New York
$227K
SPWM
504
Straight Path Wealth Management
Michigan
$226K -$14.5K -311 -5%
BCMO
505
Buckingham Capital Management (Ohio)
Ohio
$226K +$251K +5,383 New
CA
506
Claris Advisors
Missouri
$223K
FPW
507
Flagship Private Wealth
Massachusetts
$223K +$981 +21 +0.4%
KFI
508
Key Financial Inc
Pennsylvania
$223K +$12.7K +272 +5%
CW
509
Connectus Wealth
Ohio
$221K -$560 -12 -0.2%
EIA
510
Edgemoor Investment Advisors
Maryland
$215K
MA
511
MJP Associates
Connecticut
$215K +$2.99K +64 +1%
RCAG
512
Rehmann Capital Advisory Group
Michigan
$212K +$6.44K +138 +3%
PMG
513
ProVise Management Group
Florida
$212K -$4.16K -89 -2%
TWA
514
TCI Wealth Advisors
Arizona
$210K +$231K +4,939 +7,966%
TWP
515
Tempus Wealth Planning
California
$207K +$230K +4,925 New
MP
516
McDonald Partners
Ohio
$203K -$17.8K -382 -7%
EAM
517
Empirical Asset Management
Massachusetts
$202K
SGK
518
Steigerwald Gordon & Koch
Virginia
$202K
LWANC
519
Laurel Wealth Advisors (North Carolina)
North Carolina
$200K +$165K +3,528 +286%
EWA
520
EverSource Wealth Advisors
Alabama
$199K +$190K +4,066 +586%
SIC
521
Salem Investment Counselors
North Carolina
$194K +$216K +4,627 New
SWM
522
Spire Wealth Management
Virginia
$185K -$24.6K -526 -11%
APC
523
Aspire Private Capital
North Carolina
$166K -$34.8K -745 -16%
Rockefeller Capital Management
524
Rockefeller Capital Management
New York
$154K +$56.9K +1,218 +50%
OCM
525
Orion Capital Management
California
$118K

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.