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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
AWM
176
Adams Wealth Management
Utah
$6.47M +$7.2M +154,087 New
PFGIA
177
Patriot Financial Group Insurance Agency
Massachusetts
$6.44M +$404K +8,653 +6%
FAIM
178
Financial Advocates Investment Management
Washington
$6.36M -$2.83M -60,563 -29%
VAS
179
Vestmark Advisory Solutions
Massachusetts
$6.31M +$3.67M +78,565 +110%
Mercer Global Advisors
180
Mercer Global Advisors
Colorado
$6.17M -$256K -5,473 -4%
CRI
181
Colonial River Investments
Virginia
$5.93M +$559K +11,974 +9%
MWM
182
Maripau Wealth Management
Indiana
$5.89M +$270K +5,782 +5%
V
183
Veritable
Delaware
$5.86M +$71K +1,520 +1%
AWE
184
Avidian Wealth Enterprises
Texas
$5.84M +$1.75M +37,471 +37%
Geode Capital Management
185
Geode Capital Management
Massachusetts
$5.84M
MFS
186
McNamara Financial Services
Massachusetts
$5.74M -$18.9K -404 -0.3%
CA
187
CoreCap Advisors
Michigan
$5.69M +$366K +7,832 +6%
HJMC
188
Hellman Jordan Management Company
Massachusetts
$5.67M +$6.31M +135,084 New
MFA
189
Morling Financial Advisors
California
$5.61M -$137K -2,938 -2%
SSWM
190
Sheets Smith Wealth Management
North Carolina
$5.52M +$11.4K +244 +0.2%
CA
191
Continuum Advisory
Idaho
$5.52M +$698K +14,956 +13%
IRC
192
Investors Research Corp
Georgia
$5.51M +$680K +14,572 +12%
NC
193
NovaPoint Capital
Georgia
$5.41M +$1.09M +23,389 +22%
WWP
194
WR Wealth Planners
Missouri
$5.37M +$89.5K +1,916 +2%
WHCI
195
W.H. Cornerstone Investments
Massachusetts
$5.35M +$5.94M +127,298 New
American Century Companies
196
American Century Companies
Missouri
$5.34M +$1.99M +42,700 +51%
SGI
197
Summit Global Investments
Utah
$5.27M +$3.32M +71,030 +130%
AI
198
Atria Investments
North Carolina
$5.22M +$968K +20,724 +20%
TC
199
TownSquare Capital
Utah
$5.2M +$293K +6,277 +5%
VRM
200
Vectors Research Management
New York
$5.16M -$1.85M -39,694 -24%

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.