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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
DWM
126
Denver Wealth Management
Colorado
$11.3M +$1.94M +41,629 +18%
Goldman Sachs
127
Goldman Sachs
New York
$11.2M -$266K -5,686 -2%
AR
128
Apeiron RIA
Texas
$11.1M +$429K +9,190 +4%
NRI
129
NFP Retirement Inc
California
$11M +$11.5M +247,297 +1,600%
CAN
130
Cetera Advisor Networks
California
$10.9M +$783K +16,761 +7%
WA
131
WBH Advisory
Maryland
$10.8M +$676K +14,472 +6%
HI
132
Harbour Investments
Wisconsin
$10.7M
MFA
133
Mayflower Financial Advisors
Massachusetts
$10.4M +$3.87M +82,789 +50%
NA
134
NewEdge Advisors
Louisiana
$10.3M -$192K -4,112 -2%
AF
135
Advisornet Financial
Minnesota
$10M +$825K +17,662 +8%
Jane Street
136
Jane Street
New York
$9.93M +$9.97M +213,588 +933%
PPP
137
Private Portfolio Partners
New Jersey
$9.88M +$11M +235,335 New
FF
138
Financial Futures
New Jersey
$9.68M -$166K -3,549 -2%
BWFA
139
Baltimore-Washington Financial Advisors
Maryland
$9.47M +$96K +2,055 +0.9%
CA
140
CSM Advisors
Pennsylvania
$9.07M -$84.1K -1,800 -0.8%
9WM
141
9258 Wealth Management
Ohio
$9.04M +$3.14M +67,162 +45%
RC
142
RBF Capital
California
$9.01M
SFI
143
SPC Financial Inc
Maryland
$8.99M -$141K -3,010 -1%
KBFS
144
Kohmann Bosshard Financial Services
Ohio
$8.98M -$1.47M -31,539 -13%
IWM
145
IHT Wealth Management
Illinois
$8.91M +$506K +10,838 +5%
AAS
146
Annex Advisory Services
Wisconsin
$8.8M -$424K -9,081 -4%
TCM
147
Towercrest Capital Management
Pennsylvania
$8.64M +$547K +11,709 +6%
BHB
148
Bank Hapoalim BM
Israel
$8.41M -$4.88M -104,600 -34%
BWM
149
Baystate Wealth Management
Massachusetts
$8.33M +$2.37M +50,779 +34%
CI
150
CX Institutional
Indiana
$8.32M -$8.79M -188,136 -49%

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.