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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

82 hedge funds and large institutions have $260M invested in State Street SPDR Portfolio S&P 500 ETF in 2017 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,700% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 2

250% more funds holding in top 10

Funds holding in top 10: 2 → 7 (+5)

193% more funds holding

Funds holding: 28 → 82 (+54)

180% more capital invested

Capital invested by funds: $92.7M → $260M (+$167M)

11% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 9

195.61% less ownership

Funds ownership: 240.4% → 44.79% (-196%)

Holders
82
Holders Change
+54
Holders Change %
+192.86%
% of All Funds
1.86%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.16%
New
56
Increased
8
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$60.2M
2
JWM
Jackson Wealth Management
Florida
+$21.9M
3
FI
FormulaFolio Investments
Michigan
+$10.8M
4
SFG
StrategIQ Financial Group
Indiana
+$5.91M
5
AWMG
Alliance Wealth Management Group
New Jersey
+$5.9M

Top Sellers

Rank Fund Capital Flow
1
SFP
Shepherd Financial Partners
Massachusetts
-$2.43M
2
Jane Street
Jane Street
New York
-$1.77M
3
VFA
Voya Financial Advisors
Connecticut
-$1.42M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$526K
5
AG
Advisor Group
Arizona
-$332K
Name Holding Trade Value Shares
Change 		Change in
Stake
AFP
26
Ausdal Financial Partners
Iowa
$1.25M +$1.21M +39,796 New
XS
27
XR Securities
Illinois
$1.24M +$1.21M +39,517 New
MAS
28
Managed Account Services
Florida
$1.2M +$1.16M +38,151 New
Citigroup
29
Citigroup
New York
$1.04M -$40.6K -1,332 -4%
MFS
30
McNamara Financial Services
Massachusetts
$1.02M +$997K +32,669 New
Morgan Stanley
31
Morgan Stanley
New York
$985K +$87.7K +2,876 +10%
CA
32
Cetera Advisors
Colorado
$943K +$916K +30,029 New
AWM
33
AE Wealth Management
Kansas
$872K +$849K +27,843 New
SS
34
Simplicity Solutions
Minnesota
$872K +$849K +27,843 New
MML Investors Services
35
MML Investors Services
Massachusetts
$836K +$17.1K +560 +2%
VFA
36
Voya Financial Advisors
Connecticut
$792K -$1.42M -46,400 -65%
VIM
37
Vista Investment Management
Pennsylvania
$768K +$749K +24,535 New
RA
38
RFG Advisory
Alabama
$762K +$743K +24,343 New
CIAS
39
Capital Investment Advisory Services
North Carolina
$734K +$715K +23,433 New
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$721K +$703K +23,033 New
FEG
41
Financial Enhancement Group
Indiana
$715K +$697K +22,833 New
Bank of America
42
Bank of America
North Carolina
$709K +$243K +7,953 +54%
PWPS
43
Pinnacle Wealth Planning Services
Ohio
$661K +$644K +21,114 New
CA
44
Continuum Advisory
Idaho
$614K +$598K +19,610 New
BTS
45
BB&T Securities
Virginia
$541K – – –
CMBA
46
C.M. Bidwell & Associates
Hawaii
$507K +$494K +16,180 New
AC
47
Alexandria Capital
Virginia
$424K +$413K +13,530 New
SSWM
48
Sheets Smith Wealth Management
North Carolina
$410K +$400K +13,110 New
NF
49
Nikulski Financial
Iowa
$378K +$368K +12,057 New
FAAS
50
First Allied Advisory Services
California
$371K +$11.7K +382 +3%
1
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SPYM Hedge Fund Activity: Q4 2017 in Review

82 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 ETF (SPYM) for Q4 2017, worth a combined $260M — up 180% from $92.7M a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new SPYM positions and 2 closed out — a net gain of 54 holders — while 8 added to existing stakes and 9 trimmed.

The largest buyer was Carson Wealth (CWM LLC), opening a new position worth an estimated $60.2M. The largest seller was Shepherd Financial Partners, cutting an estimated $2.43M.

  • 82 institutional investors held State Street SPDR Portfolio S&P 500 ETF (SPYM) as of Q4 2017, up from 28 in Q3 2017.
  • Funds reported $260M of State Street SPDR Portfolio S&P 500 ETF stock for Q4 2017, up 180% quarter-over-quarter.
  • 56 funds opened new State Street SPDR Portfolio S&P 500 ETF positions in Q4 2017 and 2 closed out, a net change of +54 holders.
  • The largest State Street SPDR Portfolio S&P 500 ETF buyer in Q4 2017 was Carson Wealth (CWM LLC), an estimated $60.2M added.
  • The largest State Street SPDR Portfolio S&P 500 ETF seller in Q4 2017 was Shepherd Financial Partners, an estimated $2.43M sold.

Based on aggregated 13F filings for Q4 2017.