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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
PWG
151
Private Wealth Group
Florida
$8.22M -$6.37M -136,352 -41%
GG
152
GenWealth Group
New Jersey
$8.17M -$690K -14,778 -7%
CWA
153
Centennial Wealth Advisory
Michigan
$8.12M -$72.2K -1,546 -0.8%
AFAS
154
Acorn Financial Advisory Services
Virginia
$8.04M +$384K +8,221 +4%
KAS
155
Kestra Advisory Services
Texas
$7.82M +$1.07M +22,989 +14%
BAM
156
Belpointe Asset Management
Nevada
$7.77M +$1.61M +34,392 +23%
KTC
157
Kistler-Tiffany Companies
Pennsylvania
$7.67M +$141K +3,023 +2%
UAS
158
United Asset Strategies
New York
$7.63M -$16.9K -361 -0.2%
DWM
159
Doyle Wealth Management
Florida
$7.58M +$18.8K +403 +0.2%
BWG
160
Beta Wealth Group
California
$7.45M +$273K +5,847 +3%
AWMG
161
Alliance Wealth Management Group
New Jersey
$7.29M +$528K +11,317 +7%
SW
162
SkyOak Wealth
Michigan
$7.24M +$233K +4,987 +3%
FP
163
Fiduciary Planning
Florida
$7.24M +$207K +4,439 +3%
FPWM
164
FSB Premier Wealth Management
Iowa
$7.19M +$148K +3,175 +2%
EH
165
Equitable Holdings
New York
$7.13M -$8.79M -188,245 -53%
SCP
166
Syntal Capital Partners
Texas
$7.02M +$6.84M +146,463 +705%
KFP
167
KMG Fiduciary Partners
Ohio
$7.02M +$7.11M +152,176 +1,015%
HWM
168
Horizon Wealth Management
Illinois
$6.94M +$223K +4,777 +3%
FHA
169
Flagship Harbor Advisors
Massachusetts
$6.94M +$1.97M +42,096 +34%
FWP
170
Firethorn Wealth Partners
Georgia
$6.94M -$31.2K -669 -0.4%
MA
171
Mutual Advisors
Nebraska
$6.69M +$36.3K +777 +0.5%
B
172
Bridgeworth
Alabama
$6.68M +$7.43M +159,164 New
DWM
173
Dakota Wealth Management
Florida
$6.56M +$2.2M +47,033 +43%
CSPIA
174
Cary Street Partners Investment Advisory
Virginia
$6.52M +$366K +7,831 +5%
GWANC
175
Guardian Wealth Advisors (North Carolina)
North Carolina
$6.5M +$149K +3,186 +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.