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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
Creative Planning
1
Creative Planning
Kansas
$1.08B -$81M -1,733,894 -6%
Bank of America
2
Bank of America
North Carolina
$668M -$64.6M -1,384,353 -8%
LPL Financial
3
LPL Financial
California
$587M +$147M +3,157,189 +29%
SMM
4
Stadion Money Management
Georgia
$362M +$42.2M +903,848 +12%
AWM
5
AE Wealth Management
Kansas
$336M +$26.2M +561,167 +8%
5L
6
55I LLC
Massachusetts
$274M +$48.3M +1,033,282 +19%
Financial Engines Advisors
7
Financial Engines Advisors
California
$204M +$3.19M +68,355 +1%
Osaic Holdings
8
Osaic Holdings
Arizona
$171M +$23.3M +498,475 +14%
PAG
9
Private Advisor Group
New Jersey
$152M -$5.92M -126,819 -3%
WAP
10
Wealthcare Advisory Partners
Pennsylvania
$137M -$11.6M -249,047 -7%
GI
11
Gradient Investments
Minnesota
$134M +$47.1M +1,009,573 +46%
AssetMark Inc
12
AssetMark Inc
California
$121M -$41.5M -889,093 -24%
Morgan Stanley
13
Morgan Stanley
New York
$116M +$20.3M +435,263 +19%
BCM
14
Brookstone Capital Management
Illinois
$97.3M -$10.4M -222,280 -9%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$96.2M +$908K +19,439 +0.9%
PWA
16
Peterson Wealth Advisors
Utah
$94.8M +$1.39M +29,689 +1%
DJSG
17
D.J. St. Germain
Massachusetts
$85.4M
TC
18
Trilogy Capital
California
$81.7M +$123K +2,626 +0.1%
CAL
19
Capital Analysts LLC
Pennsylvania
$81.3M +$18.8M +401,590 +26%
Wells Fargo
20
Wells Fargo
California
$79.9M -$1.81M -38,700 -2%
BlackRock
21
BlackRock
New York
$77.4M -$2.33M -49,996 -3%
KW
22
KWB Wealth
California
$74.4M +$4.12M +88,260 +5%
Manulife (Manufacturers Life Insurance)
23
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$71.8M +$79.9M +1,710,218 New
CIAS
24
CFS Investment Advisory Services
New Jersey
$70.9M +$3.24B +69,289,305 +4,296%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$67.5M +$23.8M +508,715 +46%

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.