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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

316 hedge funds and large institutions have $1.99B invested in State Street SPDR Portfolio S&P 500 ETF in 2019 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 122 increasing their positions, 89 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

361% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 18

55% more funds holding in top 10

Funds holding in top 10: 40 → 62 (+22)

39% more capital invested

Capital invested by funds: $1.43B → $1.99B (+$561M)

37% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 89

24% more funds holding

Funds holding: 254 → 316 (+62)

10.93% more ownership

Funds ownership: 48.16% → 59.08% (+11%)

Holders
316
Holders Change
+62
Holders Change %
+24.41%
% of All Funds
6.23%
Holding in Top 10
62
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+55%
% of All Funds
1.22%
New
83
Increased
122
Reduced
89
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FI
FormulaFolio Investments
Michigan
+$80.8M
2
VCM
Virtue Capital Management
Tennessee
+$23.1M
3
Creative Planning
Creative Planning
Kansas
+$10.4M
4
W
Wealthquest
Ohio
+$10.3M
5
Bank of America
Bank of America
North Carolina
+$9.26M

Top Sellers

Rank Fund Capital Flow
1
JWM
Jackson Wealth Management
Florida
-$26.3M
2
GI
Gradient Investments
Minnesota
-$15.2M
3
CPA
Clear Perspective Advisors
Illinois
-$9.54M
4
SFP
Shepherd Financial Partners
Massachusetts
-$8.41M
5
CI
CX Institutional
Indiana
-$6.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
301
Parallel Advisors
California
$10K – – –
PCG
302
Private Capital Group
Connecticut
$10K – – –
GRP
303
Global Retirement Partners
California
$7K +$36 +1 +0.6%
VFA
304
Valeo Financial Advisors
Indiana
$7K +$6.51K +180 New
GTAM
305
Global Trust Asset Management
Florida
$6K +$36 +1 +0.6%
FCM
306
Firestone Capital Management
Florida
$6K +$5.42K +150 New
AIP
307
Ameritas Investment Partners
Nebraska
$4K – – –
TI
308
tru Independence
Oregon
$3K +$3.62K +100 New
GAM
309
Gemmer Asset Management
California
$2K – – –
HIA
310
Harbor Investment Advisory
Maryland
$2K +$1.92K +53 New
BW
311
Bison Wealth
Georgia
$2K +$2.21K +61 New
Bank of Montreal
312
Bank of Montreal
Ontario, Canada
$1K -$253 -7 -18%
CFN
313
Cordasco Financial Network
Florida
$1K – – –
JWM
314
Janiczek Wealth Management
Colorado
$1K +$36 +1 +3%
LFG
315
Larson Financial Group
Missouri
$1K +$362 +10 +91%
BWM
316
BerganKDV Wealth Management
Minnesota
$1K +$1.34K +37 New
PGAM
317
Princeton Global Asset Management
New Jersey
$35 -$3.83K -106 -10%
TRCT
318
Tower Research Capital (TRC)
New York
– -$1.72M -49,404 Closed
NFG
319
Next Financial Group
Texas
– -$1.05M -30,153 Closed
CCM
320
Canal Capital Management
Virginia
– -$979K -28,095 Closed
5L
321
55I LLC
Massachusetts
– -$639K -18,333 Closed
GSWM
322
Golden State Wealth Management
California
– -$484K -13,892 Closed
VHAM
323
Van Hulzen Asset Management
California
– -$478K -13,725 Closed
LFAS
324
Level Four Advisory Services
Texas
– -$445K -12,764 Closed
Betterment LLC
325
Betterment LLC
New York
– -$349K -10,100 Closed
10 11 12
13
14

SPYM Hedge Fund Activity: Q4 2019 in Review

316 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 ETF (SPYM) for Q4 2019, worth a combined $1.99B — up 39% from $1.43B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new SPYM positions and 18 closed out — a net gain of 65 holders — while 122 added to existing stakes and 89 trimmed.

The largest buyer was FormulaFolio Investments, adding an estimated $80.8M. The largest seller was Jackson Wealth Management, cutting an estimated $26.3M.

  • 316 institutional investors held State Street SPDR Portfolio S&P 500 ETF (SPYM) as of Q4 2019, up from 254 in Q3 2019.
  • Funds reported $1.99B of State Street SPDR Portfolio S&P 500 ETF stock for Q4 2019, up 39% quarter-over-quarter.
  • 83 funds opened new State Street SPDR Portfolio S&P 500 ETF positions in Q4 2019 and 18 closed out, a net change of +65 holders.
  • The largest State Street SPDR Portfolio S&P 500 ETF buyer in Q4 2019 was FormulaFolio Investments, an estimated $80.8M added.
  • The largest State Street SPDR Portfolio S&P 500 ETF seller in Q4 2019 was Jackson Wealth Management, an estimated $26.3M sold.

Based on aggregated 13F filings for Q4 2019.