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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
OFG
526
Oxford Financial Group
Indiana
$114K
PWM
527
Provident Wealth Management
Tennessee
$113K
BIP
528
Blueprint Investment Partners
North Carolina
$109K -$1.01M -21,557 -89%
PB
529
Pinnacle Bancorp
Nebraska
$107K +$10.4K +223 +10%
Simplex Trading
530
Simplex Trading
Illinois
$106K +$118K +2,529 New
BHWM
531
Bay Harbor Wealth Management
Maryland
$101K -$96.3K -2,062 -46%
NWM
532
Navigation Wealth Management
Colorado
$98K
FFA
533
Founders Financial Alliance
North Carolina
$92K +$53.5K +1,145 +109%
Franklin Resources
534
Franklin Resources
California
$91K -$4.39K -94 -4%
TAM
535
Tucker Asset Management
Colorado
$83.7K +$71.5K +1,532 +494%
FCG
536
Financial Connections Group
California
$80K -$467 -10 -0.5%
AWM
537
Abound Wealth Management
Tennessee
$78.3K +$87K +1,863 New
OSAM
538
O'Shaughnessy Asset Management
Connecticut
$77K -$1.45K -31 -2%
TIM
539
Tortoise Investment Management
New York
$72K
OLVIG
540
Oliver Lagore Vanvalin Investment Group
Michigan
$71K -$19.1K -409 -19%
CP
541
Castleview Partners
Texas
$68K +$70.7K +1,513 +1,363%
CCM
542
Cribstone Capital Management
Maine
$63K
CPFP
543
Clear Perspectives Financial Planning
Ohio
$62K
MFA
544
McClarren Financial Advisors
Pennsylvania
$59K +$65.8K +1,410 New
NC
545
NewSquare Capital
Pennsylvania
$59K +$66K +1,414 New
CCM
546
Covington Capital Management
California
$56K -$10.2K -219 -14%
FMII
547
Farmers & Merchants Investments Inc
Nebraska
$55K -$17.4K -373 -22%
CPA
548
Cardiff Park Advisors
California
$54K
APW
549
Axim Planning & Wealth
Ohio
$52K -$17.7K -379 -23%
GIA
550
Goodwin Investment Advisory
Georgia
$52K -$1.87K -40 -3%

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.