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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
ACG
51
Allen Capital Group
Nebraska
$32.1M +$1.63M +34,992 +5%
OIA
52
OneDigital Investment Advisors
Kansas
$31.9M +$34M +727,871 +2,286%
LAS
53
Lloyd Advisory Services
Georgia
$31.5M +$1.94M +41,546 +6%
ACM
54
Advance Capital Management
Michigan
$31.4M +$277K +5,922 +0.8%
CWM
55
CCG Wealth Management
California
$30.1M -$1.29M -27,661 -4%
GRP
56
Global Retirement Partners
California
$30.1M +$2.4M +51,339 +8%
AIM
57
Astor Investment Management
Illinois
$29M -$1.65M -35,228 -5%
DA
58
Detalus Advisors
Missouri
$28.8M +$16.5M +353,209 +106%
PWA
59
Physician Wealth Advisors
Utah
$28.7M +$806K +17,256 +3%
LFAS
60
Level Four Advisory Services
Texas
$27M +$148K +3,165 +0.5%
GVAG
61
Great Valley Advisor Group
Delaware
$26.7M -$5.9M -126,280 -17%
AFG
62
Affinia Financial Group
Massachusetts
$25.6M -$8.64M -185,080 -23%
GLA
63
Good Life Advisors
Pennsylvania
$25.4M -$3.29M -70,448 -10%
MGIA
64
Moneta Group Investment Advisors
Missouri
$25.2M -$2.41M -51,629 -8%
SCA
65
Snowden Capital Advisors
New York
$25M +$12.3M +263,736 +79%
C1AG
66
Client 1st Advisory Group
Florida
$24.2M +$1.23M +26,323 +5%
Mariner
67
Mariner
Kansas
$24.1M -$235K -5,022 -0.9%
WAS
68
Wealth Advisory Solutions
Indiana
$23.7M +$13.3M +285,314 +103%
KP
69
Keel Point
Alabama
$23.2M +$1.91M +40,877 +8%
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$22.6M +$3.28M +70,221 +15%
MML Investors Services
71
MML Investors Services
Massachusetts
$22.2M +$779K +16,677 +3%
TA
72
Tectonic Advisors
Texas
$21.1M +$919K +19,672 +4%
IA
73
IFP Advisors
Florida
$20.9M +$1.49M +31,990 +5%
NA
74
Nottingham Advisors
New York
$20.8M +$1.6M +34,342 +8%
SFP
75
Strategic Financial Partners
Oregon
$19.8M +$2.53M +54,261 +13%

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.