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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$60.2M |
| 2 |
JWM
Jackson Wealth Management
Lake Mary,
Florida
|
+$21.9M |
| 3 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
+$10.8M |
| 4 |
SFG
StrategIQ Financial Group
Merrillville,
Indiana
|
+$5.91M |
| 5 |
AWMG
Alliance Wealth Management Group
Flemington,
New Jersey
|
+$5.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFP
Shepherd Financial Partners
Winchester,
Massachusetts
|
-$2.43M |
| 2 |
Jane Street
New York
|
-$1.77M |
| 3 |
VFA
Voya Financial Advisors
Windsor,
Connecticut
|
-$1.42M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$526K |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
-$332K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OFW
76
Omnia Family Wealth
Aventura,
Florida
| $20K | +$122 | +4 | +0.6% |
|
|
SWM
77
SeaCrest Wealth Management
Purchase,
New York
| $13K | +$12.2K | +400 | New |
|
78
BlackRock
New York
| $11K | – | – | – |
|
|
IA
79
IFP Advisors
Tampa,
Florida
| $11K | +$10.3K | +337 | New |
|
80
Bank of Montreal
Toronto,
Ontario, Canada
| $1K | – | – | – |
|
|
PCG
81
Private Capital Group
West Hartford,
Connecticut
| $9 | +$338K | +11,074 | New |
|
|
82
Jane Street
New York
| – | -$1.77M | -60,152 | Closed |
|
|
83
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$526K | -17,820 | Closed |
|
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.