State Street SPDR Portfolio S&P 500 ETF
SPYM
615 hedge funds and large institutions have $9.87B invested in State Street SPDR Portfolio S&P 500 ETF in 2022 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 277 increasing their positions, 181 reducing their positions, and 50 closing their positions.
66% more first-time investments, than exits
New positions opened: 83 | Existing positions closed: 50
53% more repeat investments, than reductions
Existing positions increased: 277 | Existing positions reduced: 181
28.98% more ownership
Funds ownership: 70.34% → 99.33% (+29%)
19% more call options, than puts
Call options by funds: $9.04M | Put options by funds: $7.62M
4% more funds holding
Funds holding: 593 → 615 (+22)
3% more capital invested
Capital invested by funds: $9.6B → $9.87B (+$273M)
3% less funds holding in top 10
Funds holding in top 10: 119 → 116 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
+$4.37B |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$522M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$293M |
| 4 |
LPL Financial
San Diego,
California
|
+$89.5M |
| 5 |
5L
55I LLC
Boston,
Massachusetts
|
+$83.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
-$124M |
| 2 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$90.2M |
| 3 |
G
GenTrust
Miami,
Florida
|
-$75.2M |
| 4 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$66.8M |
| 5 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
-$66.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CWM
651
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
| – | -$7K | -131 | Closed |
|
|
QT
652
Quantbot Technologies
New York
| – | -$5K | -105 | Closed |
|
|
TCOV
653
Trust Company of Vermont
Brattleboro,
Vermont
| – | -$5K | -85 | Closed |
|
|
RDIA
654
RE Dickinson Investment Advisors
Council Bluffs,
Iowa
| – | -$2K | -42 | Closed |
|
|
TCWA
655
Ten Capital Wealth Advisors
Spokane,
Washington
| – | -$2K | -30 | Closed |
|
|
RI
656
Rinkey Investments
San Diego,
California
| – | -$1K | -25 | Closed |
|
657
JP Morgan Chase
New York
| – | -$1K | -24 | Closed |
|
|
MTWM
658
Masso Torrence Wealth Management
Marlton,
New Jersey
| – | -$1K | -22 | Closed |
|
|
PGAM
659
Princeton Global Asset Management
Princeton,
New Jersey
| – | +$52 | +1 | New |
|
|
NWM
660
Nauset Wealth Management
Westport,
Connecticut
| – | +$262 | +5 | New |
|
|
SC
661
Siena Capital
Cincinnati,
Ohio
| – | +$314 | +6 | New |
|
SPYM Hedge Fund Activity: Q1 2022 in Review
615 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 ETF (SPYM) for Q1 2022, worth a combined $9.87B — up 2.8% from $9.6B a quarter earlier.
Buyers outnumbered sellers: 83 funds opened new SPYM positions and 50 closed out — a net gain of 33 holders — while 277 added to existing stakes and 181 trimmed.
The largest buyer was CFS Investment Advisory Services, adding an estimated $4.37B. The largest seller was Stadion Money Management, cutting an estimated $124M.
- 615 institutional investors held State Street SPDR Portfolio S&P 500 ETF (SPYM) as of Q1 2022, up from 593 in Q4 2021.
- Funds reported $9.87B of State Street SPDR Portfolio S&P 500 ETF stock for Q1 2022, up 2.8% quarter-over-quarter.
- 83 funds opened new State Street SPDR Portfolio S&P 500 ETF positions in Q1 2022 and 50 closed out, a net change of +33 holders.
- The largest State Street SPDR Portfolio S&P 500 ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $4.37B added.
- The largest State Street SPDR Portfolio S&P 500 ETF seller in Q1 2022 was Stadion Money Management, an estimated $124M sold.
Based on aggregated 13F filings for Q1 2022.