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SPYM

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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
615
Holders Change
+22
Holders Change %
+3.71%
% of All Funds
9.7%
Holding in Top 10
116
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.52%
% of All Funds
1.83%
New
83
Increased
277
Reduced
181
Closed
50
Calls
$9.04M
Puts
$7.62M
Net Calls
+$1.42M
Net Calls Change
-$4.56M

Top Buyers

Rank Fund Capital Flow
1
CIAS
CFS Investment Advisory Services
New Jersey
+$4.37B
2
Bank of America
Bank of America
North Carolina
+$522M
3
Creative Planning
Creative Planning
Kansas
+$293M
4
LPL Financial
LPL Financial
California
+$89.5M
5
5L
55I LLC
Massachusetts
+$83.8M

Top Sellers

Rank Fund Capital Flow
1
SMM
Stadion Money Management
Georgia
-$124M
2
CCMG
Clark Capital Management Group
Pennsylvania
-$90.2M
3
G
GenTrust
Florida
-$75.2M
4
GI
Gradient Investments
Minnesota
-$66.8M
5
ACM
AlphaStar Capital Management
North Carolina
-$66.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
TA
76
Tectonic Advisors
Texas
$23.8M +$1.8M +34,364 +8%
WWM
77
Western Wealth Management
Colorado
$22.5M +$12.4M +235,908 +126%
AA
78
Advisory Alpha
Michigan
$22.4M -$1.88M -35,845 -8%
WCM
79
Windsor Capital Management
Arizona
$21.5M -$1.11M -21,233 -5%
EWM
80
Executive Wealth Management
Michigan
$20.9M -$4.2M -80,209 -17%
CWM
81
Cornerstone Wealth Management
Missouri
$20.8M +$959K +18,314 +5%
SFA
82
Sequoia Financial Advisors
Ohio
$20.7M +$20.4M +389,807 New
FFN
83
Focus Financial Network
Minnesota
$20.1M +$19.8M +378,734 New
PWP
84
Personal Wealth Partners
Minnesota
$19.8M +$143K +2,734 +0.7%
Royal Bank of Canada
85
Royal Bank of Canada
Ontario, Canada
$19.8M +$2.91M +55,580 +18%
GWAG
86
Garrett Wealth Advisory Group
Texas
$19.8M +$2.04M +38,911 +12%
IA
87
IFP Advisors
Florida
$19.8M +$11.9M +227,970 +59%
SCA
88
Snowden Capital Advisors
New York
$19.3M +$1.77M +33,830 +10%
RIS
89
Retirement Income Solutions
Michigan
$18.7M +$779K +14,886 +4%
VCM
90
Vivaldi Capital Management
Illinois
$18.7M -$102K -1,941 -0.5%
CWG
91
Crown Wealth Group
North Carolina
$18.4M +$4.36M +83,249 +32%
BOC
92
Bull Oak Capital
California
$18.3M +$4.1M +78,340 +29%
CWA
93
Clearview Wealth Advisors
Oregon
$18.3M +$6.82M +130,297 +61%
Commonwealth Equity Services
94
Commonwealth Equity Services
Massachusetts
$18.2M +$8.26M +157,789 +86%
SWP
95
Stratos Wealth Partners
Ohio
$18.1M +$4.63M +88,373 +35%
FCA
96
FLC Capital Advisors
California
$18M +$2.48M +47,457 +16%
MHWM
97
Montz Harcus Wealth Management
Louisiana
$17M +$342K +6,527 +2%
RA
98
RFG Advisory
Alabama
$16.7M -$11.2K -213 -0.1%
PWM
99
Penobscot Wealth Management
Maine
$16.7M +$3.3M +62,956 +25%
WCFA
100
Walkner Condon Financial Advisors
Wisconsin
$16.6M +$16.4M +313,016 New
2 3
4
5 6

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.