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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
CWM
76
Cornerstone Wealth Management
Missouri
$19.1M +$1.27M +27,176 +6%
WWM
77
Western Wealth Management
Colorado
$19.1M +$2.52M +53,920 +13%
FCA
78
FLC Capital Advisors
California
$19M +$1.65M +35,377 +8%
KAM
79
Knightsbridge Asset Management
California
$18.9M +$1.14M +24,413 +6%
FFN
80
Focus Financial Network
Minnesota
$18.7M +$1.31M +28,006 +7%
CWM
81
Cahaba Wealth Management
Georgia
$18.2M +$3.95M +84,640 +24%
BOC
82
Bull Oak Capital
California
$17.9M +$3.41M +73,059 +21%
PAS
83
Park Avenue Securities
New York
$17.7M +$2.45M +52,567 +14%
CWG
84
Crown Wealth Group
North Carolina
$17.2M +$1.25M +26,831 +7%
SWP
85
Stratos Wealth Partners
Ohio
$17M -$511K -10,933 -3%
AA
86
Advisory Alpha
Michigan
$16.7M -$360K -7,706 -2%
RJA
87
Raymond James & Associates
Florida
$16.4M +$3.93M +84,150 +28%
PA
88
PSI Advisors
Florida
$16.4M +$3.61M +77,335 +25%
SFP
89
Shepherd Financial Partners
Massachusetts
$16.2M +$14.3M +307,135 +391%
AFP
90
Ausdal Financial Partners
Iowa
$16M +$6.09M +130,491 +52%
WCM
91
Windsor Capital Management
Arizona
$16M -$341K -7,298 -2%
Commonwealth Equity Services
92
Commonwealth Equity Services
Massachusetts
$15.7M +$913K +19,561 +6%
AWS
93
Atria Wealth Solutions
New York
$15.7M +$6.44M +137,856 +59%
VCM
94
Vivaldi Capital Management
Illinois
$15.6M -$747K -16,006 -4%
PWM
95
Penobscot Wealth Management
Maine
$15.5M +$1.99M +42,516 +13%
TVAMP
96
Tennessee Valley Asset Management Partners
Tennessee
$15.4M +$16.2M +346,186 +1,751%
AG
97
Ascent Group
Virginia
$14.9M +$4.96M +106,121 +48%
HFA
98
Highland Financial Advisors
New Jersey
$14.4M -$875K -18,734 -5%
T
99
TCWP
Ohio
$14.3M -$16.2M -346,987 -51%
MHWM
100
Montz Harcus Wealth Management
Louisiana
$14.2M +$303K +6,487 +2%

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.