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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
EIP
551
Ellis Investment Partners
Pennsylvania
$52K +$233 +5 +0.4%
LSA
552
Lansing Street Advisors
Pennsylvania
$50K -$161K -3,455 -74%
GA
553
GoalVest Advisory
New York
$49K -$10.3K -221 -16%
MHR
554
Matthew Hamilton Rosenberg
$48K
FWP
555
FAS Wealth Partners
Kansas
$46K
JGIA
556
Jackson Grant Investment Advisers
Connecticut
$45K
Fifth Third Bancorp
557
Fifth Third Bancorp
Ohio
$43K +$27.6K +590 +138%
WCAMG
558
Woodard & Company Asset Management Group
North Carolina
$41K +$18K +385 +65%
WAS
559
Winch Advisory Services
Wisconsin
$40K +$187 +4 +0.4%
YAL
560
Your Advocates Ltd
Texas
$40K +$34.1K +730 +338%
ST
561
Smithfield Trust
Pennsylvania
$39K
GWSG
562
GPS Wealth Strategies Group
Colorado
$38K -$6.26K -134 -13%
RIA
563
Realta Investment Advisors
Delaware
$38K +$42.4K +907 New
BA
564
Ballast Advisors
Minnesota
$37K
PWMG
565
Prestige Wealth Management Group
New Jersey
$36K
WA
566
Win Advisors
Florida
$36K
DWP
567
Destiny Wealth Partners
Florida
$33K
OSNBOA
568
Old Second National Bank of Aurora
Illinois
$33K +$1.31K +28 +4%
CSPAM
569
Cary Street Partners Asset Management
Virginia
$33K +$36.9K +790 New
BCMLT
570
Beacon Capital Management LLC (Tennessee)
Tennessee
$31K -$1.12K -24 -3%
DAC
571
Dividend Assets Capital
South Carolina
$30K
SIS
572
Sound Income Strategies
Florida
$30K
LFG
573
Larson Financial Group
Missouri
$30K +$12.3K +264 +57%
CWC
574
Carolinas Wealth Consulting
North Carolina
$29K
S
575
SignatureFD
Georgia
$25K +$47 +1 +0.2%

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.