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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
CWA
101
Clearview Wealth Advisors
Oregon
$14M +$936K +20,048 +6%
SFA
102
Sequoia Financial Advisors
Ohio
$13.8M -$1.08M -23,083 -7%
SFG
103
StrategIQ Financial Group
Indiana
$13.7M -$119K -2,548 -0.8%
SPAS
104
Spectrum Planning & Advisory Services
California
$13.6M +$1.07M +22,936 +8%
RA
105
RFG Advisory
Alabama
$13.4M -$44.3K -948 -0.3%
WAOI
106
Wealth Advisors of Iowa
Iowa
$13.2M -$56.8M -1,215,316 -79%
CF
107
Copperwynd Financial
Arizona
$13.1M +$14.6M +312,321 New
IWC
108
Integrated Wealth Concepts
Massachusetts
$13M +$2.15M +45,992 +17%
TWM
109
Tradition Wealth Management
Minnesota
$12.9M +$355K +7,612 +3%
RIS
110
Retirement Income Solutions
Michigan
$12.8M +$209K +4,486 +2%
WCFA
111
Walkner Condon Financial Advisors
Wisconsin
$12.7M -$739K -15,832 -5%
MFT
112
Moisand Fitzgerald Tamayo
Florida
$12.6M +$605K +12,954 +4%
JWM
113
Jackson Wealth Management
Florida
$12.5M +$7.79M +166,811 +128%
SWM
114
Sugarloaf Wealth Management
Georgia
$12.5M +$575K +12,324 +4%
BCMIO
115
Beacon Capital Management Inc (Ohio)
Ohio
$12.5M +$13.8M +296,570 New
T
116
TNF
Montana
$12.3M +$637K +13,649 +5%
FZCM
117
Flynn Zito Capital Management
New York
$12M +$13.4M +286,028 New
Thrivent Financial for Lutherans
118
Thrivent Financial for Lutherans
Minnesota
$11.9M -$6.38M -136,623 -33%
CCFM
119
Clear Creek Financial Management
Washington
$11.8M -$6.09M -130,368 -32%
FTUS
120
Flow Traders U.S.
New York
$11.8M +$13.1M +280,839 New
UWM
121
USAdvisors Wealth Management
Minnesota
$11.7M -$52.7K -1,129 -0.4%
US Bancorp
122
US Bancorp
Minnesota
$11.6M +$1.74M +37,253 +16%
GIA
123
Gladstone Institutional Advisory
Florida
$11.4M +$12M +256,133 +1,605%
NWM
124
NEIRG Wealth Management
Massachusetts
$11.4M +$334K +7,159 +3%
SRSA
125
S.R. Schill & Associates
Washington
$11.4M -$33.1K -708 -0.3%

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.