We are live on ! Find out more
SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

232 hedge funds and large institutions have $1.23B invested in State Street SPDR Portfolio S&P 500 ETF in 2019 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 135 increasing their positions, 39 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 9

246% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 39

19% more capital invested

Capital invested by funds: $1.03B → $1.23B (+$194M)

9% more funds holding

Funds holding: 212 → 232 (+20)

9% more funds holding in top 10

Funds holding in top 10: 34 → 37 (+3)

3.11% more ownership

Funds ownership: 44.76% → 47.88% (+3.1%)

Holders
232
Holders Change
+20
Holders Change %
+9.43%
% of All Funds
5.04%
Holding in Top 10
37
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.82%
% of All Funds
0.8%
New
33
Increased
135
Reduced
39
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
VC
Vicus Capital
Pennsylvania
+$20.9M
2
AI
Atria Investments
North Carolina
+$17.9M
3
Creative Planning
Creative Planning
Kansas
+$14.3M
4
JWM
Jackson Wealth Management
Florida
+$12M
5
FEG
Financial Enhancement Group
Indiana
+$8.04M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$49.5M
2
RA
RFG Advisory
Alabama
-$6.02M
3
Citadel Advisors
Citadel Advisors
Florida
-$5.3M
4
CWSR
Chessman Wealth Strategies RIA
Texas
-$3.62M
5
Ameriprise
Ameriprise
Minnesota
-$1.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
226
Independent Advisor Alliance
North Carolina
$2K +$2.03M +59,788 New
Bank of Montreal
227
Bank of Montreal
Ontario, Canada
$1K – – –
GAM
228
Gemmer Asset Management
California
$1K – – –
JWM
229
Janiczek Wealth Management
Colorado
$1K – – –
RIA
230
Realta Investment Advisors
Delaware
$1K – – –
Goldman Sachs
231
Goldman Sachs
New York
– -$49.5M -1,488,391 Closed
Citadel Advisors
232
Citadel Advisors
Florida
– -$5.3M -159,524 Closed
AUB
233
Atlantic Union Bankshares
Virginia
– -$702K -21,114 Closed
DSN
234
D. Scott Neal
Kentucky
– -$301K -9,054 Closed
CA
235
Cetera Advisors
Colorado
– -$253K -7,613 Closed
SJIM
236
St. Johns Investment Management
Florida
– -$73K -2,198 Closed
OFW
237
Omnia Family Wealth
Florida
– -$21K -628 Closed
CFA
238
Camarda Financial Advisors
Florida
– -$14K -426 Closed
Simplex Trading
239
Simplex Trading
Illinois
– -$3K -100 Closed
LFG
240
Larson Financial Group
Missouri
– +$237 +7 New
6 7 8 9
10

SPYM Hedge Fund Activity: Q2 2019 in Review

232 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 ETF (SPYM) for Q2 2019, worth a combined $1.23B — up 19% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new SPYM positions and 9 closed out — a net gain of 24 holders — while 135 added to existing stakes and 39 trimmed.

The largest buyer was Vicus Capital, adding an estimated $20.9M. The largest seller was Goldman Sachs, exiting entirely with an estimated $49.5M sold.

  • 232 institutional investors held State Street SPDR Portfolio S&P 500 ETF (SPYM) as of Q2 2019, up from 212 in Q1 2019.
  • Funds reported $1.23B of State Street SPDR Portfolio S&P 500 ETF stock for Q2 2019, up 19% quarter-over-quarter.
  • 33 funds opened new State Street SPDR Portfolio S&P 500 ETF positions in Q2 2019 and 9 closed out, a net change of +24 holders.
  • The largest State Street SPDR Portfolio S&P 500 ETF buyer in Q2 2019 was Vicus Capital, an estimated $20.9M added.
  • The largest State Street SPDR Portfolio S&P 500 ETF seller in Q2 2019 was Goldman Sachs, an estimated $49.5M sold.

Based on aggregated 13F filings for Q2 2019.