We are live on ! Find out more
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
State Street
626
State Street
Massachusetts
-$24.7M -557,366 Closed
GWAG
627
Garrett Wealth Advisory Group
Texas
-$21.6M -486,704 Closed
TRCT
628
Tower Research Capital (TRC)
New York
-$6.39M -144,140 Closed
AC
629
Aristides Capital
Kentucky
-$939K -21,168 Closed
CWM
630
Collaborative Wealth Management
Florida
-$626K -14,114 Closed
WWA
631
WC Walker & Associates
California
-$636K -14,041 Closed
KCIA
632
Kingsbury Capital Investment Advisors
Illinois
-$516K -11,638 Closed
EWM
633
Echo Wealth Management
Minnesota
-$520K -11,378 Closed
SIA
634
Strategic Investment Advisors
Michigan
-$488K -11,012 Closed
NLP
635
Next Level Private
New York
-$426K -9,607 Closed
FMI
636
F/M Investments
District of Columbia
-$461K -9,161 Closed
JCM
637
Jacobi Capital Management
Pennsylvania
-$278K -6,281 Closed
RWA
638
Redhawk Wealth Advisors
Minnesota
-$262K -5,904 Closed
SG
639
StoneX Group
New York
-$260K -5,859 Closed
PG
640
Prostatis Group
Maryland
-$250K -5,629 Closed
CAG
641
Crestwood Advisors Group
Massachusetts
-$234K -5,284 Closed
I
642
INVST
Indiana
-$250K -5,071 Closed
AA
643
Aire Advisors
California
-$213K -4,802 Closed
SEI Investments
644
SEI Investments
Pennsylvania
-$212K -4,789 Closed
SCFS
645
S.C. Financial Services
Arizona
-$212K -4,774 Closed
IFWM
646
Institute for Wealth Management
Colorado
-$209K -4,722 Closed
TCMP
647
Thrive Capital Management (Pennsylvania)
Pennsylvania
-$207K -4,677 Closed
RIM
648
Rockbridge Investment Management
New York
-$205K -4,615 Closed
ATC
649
Argent Trust Co
Tennessee
-$204K -4,612 Closed
CG
650
Colony Group
Massachusetts
-$201K -4,527 Closed

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.