State Street SPDR Portfolio S&P 500 ETF
SPYM
318 hedge funds and large institutions have $2.46B invested in State Street SPDR Portfolio S&P 500 ETF in 2020 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 129 increasing their positions, 109 reducing their positions, and 40 closing their positions.
24% more capital invested
Capital invested by funds: $1.99B → $2.46B (+$475M)
23% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 40
18% more repeat investments, than reductions
Existing positions increased: 129 | Existing positions reduced: 109
6% more funds holding in top 10
Funds holding in top 10: 62 → 66 (+4)
5.55% more ownership
Funds ownership: 59.08% → 64.63% (+5.6%)
1% more funds holding
Funds holding: 316 → 318 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
+$433M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
+$247M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$163M |
| 4 |
LPL Financial
San Diego,
California
|
+$86.1M |
| 5 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$80M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$66.1M |
| 2 |
EWM
Executive Wealth Management
Brighton,
Michigan
|
-$63.8M |
| 3 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
-$62.3M |
| 4 |
WEPOG
Wealth Enhancement & Preservation of GA
Alpharetta,
Georgia
|
-$33.1M |
| 5 |
VCM
Virtue Capital Management
Brentwood,
Tennessee
|
-$24.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PGAM
351
Princeton Global Asset Management
Princeton,
New Jersey
| – | -$35 | -936 | Closed |
|
|
ACM
352
Anfield Capital Management
Irvine,
California
| – | -$28K | -709 | Closed |
|
|
HWM
353
Howard Wealth Management
Madison,
Connecticut
| – | -$19K | -525 | Closed |
|
|
GRP
354
Global Retirement Partners
San Rafael,
California
| – | -$7K | -181 | Closed |
|
|
FCM
355
Firestone Capital Management
Coral Gables,
Florida
| – | -$6K | -150 | Closed |
|
|
TI
356
tru Independence
Portland,
Oregon
| – | -$3K | -100 | Closed |
|
357
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$1K | -33 | Closed |
|
|
CFN
358
Cordasco Financial Network
Naples,
Florida
| – | -$1K | -29 | Closed |
|
SPYM Hedge Fund Activity: Q1 2020 in Review
318 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 ETF (SPYM) for Q1 2020, worth a combined $2.46B — up 24% from $1.99B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new SPYM positions and 40 closed out — a net gain of 9 holders — while 129 added to existing stakes and 109 trimmed.
The largest buyer was Stadion Money Management, opening a new position worth an estimated $433M. The largest seller was Atria Investments, cutting an estimated $66.1M.
- 318 institutional investors held State Street SPDR Portfolio S&P 500 ETF (SPYM) as of Q1 2020, up from 316 in Q4 2019.
- Funds reported $2.46B of State Street SPDR Portfolio S&P 500 ETF stock for Q1 2020, up 24% quarter-over-quarter.
- 49 funds opened new State Street SPDR Portfolio S&P 500 ETF positions in Q1 2020 and 40 closed out, a net change of +9 holders.
- The largest State Street SPDR Portfolio S&P 500 ETF buyer in Q1 2020 was Stadion Money Management, an estimated $433M added.
- The largest State Street SPDR Portfolio S&P 500 ETF seller in Q1 2020 was Atria Investments, an estimated $66.1M sold.
Based on aggregated 13F filings for Q1 2020.