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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
+$80.8M |
| 2 |
VCM
Virtue Capital Management
Brentwood,
Tennessee
|
+$23.1M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$10.4M |
| 4 |
W
Wealthquest
Cincinnati,
Ohio
|
+$10.3M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$9.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JWM
Jackson Wealth Management
Lake Mary,
Florida
|
-$26.3M |
| 2 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$15.2M |
| 3 |
CPA
Clear Perspective Advisors
Aurora,
Illinois
|
-$9.54M |
| 4 |
SFP
Shepherd Financial Partners
Winchester,
Massachusetts
|
-$8.41M |
| 5 |
CI
CX Institutional
Auburn,
Indiana
|
-$6.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SCM
326
Stonehearth Capital Management
Danvers,
Massachusetts
| – | -$283K | -8,111 | Closed |
|
|
SHIM
327
Stone House Investment Management
Tunkhannock,
Pennsylvania
| – | -$279K | -8,011 | Closed |
|
|
FWM
328
Foresight Wealth Management
Draper,
Utah
| – | -$256K | -7,350 | Closed |
|
329
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$114K | -3,259 | Closed |
|
|
MA
330
MCF Advisors
Covington,
Kentucky
| – | -$89K | -2,552 | Closed |
|
|
AIC
331
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$70K | -2,016 | Closed |
|
|
FEM
332
Fulcrum Equity Management
Plano,
Texas
| – | -$23K | -667 | Closed |
|
|
IWMA
333
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
| – | -$21K | -594 | Closed |
|
334
AssetMark Inc
Concord,
California
| – | -$16K | -453 | Closed |
|
|
BC
335
Barnett & Company
Chattanooga,
Tennessee
| – | -$9K | -250 | Closed |
|
|
TFA
336
Tobias Financial Advisors
Plantation,
Florida
| – | +$506 | +14 | New |
|
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.