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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
HC
201
HNP Capital
New York
$5.16M -$1.85M -39,669 -24%
KFGK
202
Keystone Financial Group (Kentucky)
Kentucky
$5.06M +$5.63M +120,483 New
PFM
203
Parsec Financial Management
North Carolina
$5.05M -$163K -3,483 -3%
SPIA
204
Steward Partners Investment Advisory
New York
$5.05M +$180K +3,847 +3%
Principal Financial Group
205
Principal Financial Group
Iowa
$5.03M +$3.82M +81,888 +216%
LNC
206
Lincoln National Corp
Pennsylvania
$4.93M +$517K +11,075 +10%
MHB
207
Midwest Heritage Bank
Iowa
$4.82M -$406K -8,692 -7%
WIM
208
WealthPlan Investment Management
Nebraska
$4.8M +$4.85M +103,810 New
GWM
209
Geneos Wealth Management
Colorado
$4.77M +$416K +8,901 +9%
MLA
210
My Legacy Advisors
Oregon
$4.71M +$2.54M +54,390 +94%
BWM
211
BlackDiamond Wealth Management
New York
$4.66M +$836K +17,911 +21%
BTWM
212
Baker Tilly Wealth Management
Wisconsin
$4.65M -$182K -3,902 -3%
AWA
213
Arete Wealth Advisors
Illinois
$4.59M +$4.67M +100,020 +1,066%
IMC Chicago
214
IMC Chicago
Illinois
$4.59M +$5.11M +109,371 New
CFD
215
Creative Financial Designs
Indiana
$4.59M -$146K -3,124 -3%
AWA
216
ARQ Wealth Advisors
Arizona
$4.53M +$81.2K +1,738 +2%
PWPS
217
Pinnacle Wealth Planning Services
Ohio
$4.46M +$261K +5,583 +6%
OPS
218
Orion Portfolio Solutions
Nebraska
$4.45M +$260K +5,575 +6%
MCWS
219
McKinley Carter Wealth Services
West Virginia
$4.45M -$48.5K -1,038 -1%
CF
220
Centaurus Financial
California
$4.38M -$92.2K -1,975 -2%
SAM
221
Strategic Asset Management
Minnesota
$4.34M +$88.5K +1,896 +2%
SPI
222
Sutton Place Investors
New York
$4.25M -$616K -13,199 -12%
VBFP
223
Valtinson Bruner Financial Planning
Minnesota
$4.06M -$1.12M -23,972 -20%
CWA
224
Clarus Wealth Advisors
Arizona
$4.04M -$75.7K -1,621 -2%
Northwestern Mutual Wealth Management
225
Northwestern Mutual Wealth Management
Wisconsin
$4.01M +$359K +7,693 +9%

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.