State Street SPDR Portfolio S&P 500 ETF
SPYM
620 hedge funds and large institutions have $8.77B invested in State Street SPDR Portfolio S&P 500 ETF in 2022 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 277 increasing their positions, 202 reducing their positions, and 53 closing their positions.
55% more call options, than puts
Call options by funds: $8.35M | Put options by funds: $5.37M
37% more repeat investments, than reductions
Existing positions increased: 277 | Existing positions reduced: 202
28% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 53
1% more funds holding
Funds holding: 615 → 620 (+5)
2% less funds holding in top 10
Funds holding in top 10: 116 → 114 (-2)
11% less capital invested
Capital invested by funds: $9.87B → $8.77B (-$1.11B)
30.37% less ownership
Funds ownership: 99.33% → 68.96% (-30%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$268M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$94.2M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$49.7M |
| 4 |
WAOI
Wealth Advisors of Iowa
West Des Moines,
Iowa
|
+$49.4M |
| 5 |
WANY
Wealthspire Advisors (New York)
New York
|
+$43.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
-$4.01B |
| 2 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$116M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$59.9M |
| 4 |
AssetMark Inc
Concord,
California
|
-$43.5M |
| 5 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$33.5M |
SPYM Hedge Fund Activity: Q2 2022 in Review
620 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 ETF (SPYM) for Q2 2022, worth a combined $8.77B — down 11% from $9.87B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new SPYM positions and 53 closed out — a net gain of 15 holders — while 277 added to existing stakes and 202 trimmed.
The largest buyer was Creative Planning, adding an estimated $268M. The largest seller was CFS Investment Advisory Services, cutting an estimated $4.01B.
- 620 institutional investors held State Street SPDR Portfolio S&P 500 ETF (SPYM) as of Q2 2022, up from 615 in Q1 2022.
- Funds reported $8.77B of State Street SPDR Portfolio S&P 500 ETF stock for Q2 2022, down 11% quarter-over-quarter.
- 68 funds opened new State Street SPDR Portfolio S&P 500 ETF positions in Q2 2022 and 53 closed out, a net change of +15 holders.
- The largest State Street SPDR Portfolio S&P 500 ETF buyer in Q2 2022 was Creative Planning, an estimated $268M added.
- The largest State Street SPDR Portfolio S&P 500 ETF seller in Q2 2022 was CFS Investment Advisory Services, an estimated $4.01B sold.
Based on aggregated 13F filings for Q2 2022.