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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
First Manhattan
601
First Manhattan
New York
$8K +$9.99K +214 New
FDCDDQ
602
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.26K
PCA
603
Providence Capital Advisors
North Carolina
$5K
WAM
604
Worth Asset Management
Texas
$5K
FHC
605
First Heartland Consultants
Missouri
$4.12K +$51.6K +1,104 +1%
CSB
606
City State Bank
Iowa
$4K
TCOV
607
Trust Company of Vermont
Vermont
$4K
BTI
608
Blue Trust Inc
Georgia
$4K +$4.2K +90 New
TCWA
609
Ten Capital Wealth Advisors
Washington
$3K
EWM
610
EPG Wealth Management
Georgia
$3K +$3.04K +65 New
BWL
611
Bogart Wealth LLC
Virginia
$3K +$3.08K +66 New
FCA
612
FinTrust Capital Advisors
South Carolina
$3K +$3.64K +78 New
GEA
613
Glen Eagle Advisors
New Jersey
$2.44K
CA
614
Crewe Advisors
Utah
$2K
HIA
615
Harbor Investment Advisory
Maryland
$2K
HGERS
616
Householder Group Estate & Retirement Specialist
Arizona
$2K +$2.48K +53 New
Bank of Montreal
617
Bank of Montreal
Ontario, Canada
$1.28K +$152K +3,260 +13%
JP Morgan Chase
618
JP Morgan Chase
New York
$1K -$10.1M -215,721 -100%
AIP
619
Ameritas Investment Partners
Nebraska
$1K -$3.74K -80 -65%
SC
620
Siena Capital
Ohio
$1K -$187 -4 -16%
FCAS
621
First Command Advisory Services
Texas
$1K
S
622
Surevest
California
$1K
Allianz Asset Management
623
Allianz Asset Management
Germany
$1K +$1.07K +23 New
MOS
624
MGO One Seven
Ohio
$572 +$654 +14 +0.1%
WIM
625
Westside Investment Management
California
$58

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.