State Street SPDR Portfolio S&P 500 ETF
SPYM
196 hedge funds and large institutions have $933M invested in State Street SPDR Portfolio S&P 500 ETF in 2018 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 85 increasing their positions, 40 reducing their positions, and 21 closing their positions.
114% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 21
113% more repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 40
30% more funds holding in top 10
Funds holding in top 10: 23 → 30 (+7)
16% more capital invested
Capital invested by funds: $802M → $933M (+$130M)
13% more funds holding
Funds holding: 174 → 196 (+22)
7.69% more ownership
Funds ownership: 47.19% → 54.88% (+7.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
RFG Advisory
Birmingham,
Alabama
|
+$57.9M |
| 2 |
Goldman Sachs
New York
|
+$47M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$35.6M |
| 4 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$11.6M |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
+$10.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCA
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
-$49.1M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$42M |
| 3 |
JWM
Jackson Wealth Management
Lake Mary,
Florida
|
-$11.5M |
| 4 |
PP
Pension Partners
New York
|
-$11.2M |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$4.7M |
SPYM Hedge Fund Activity: Q4 2018 in Review
196 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 ETF (SPYM) for Q4 2018, worth a combined $933M — up 16% from $802M a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new SPYM positions and 21 closed out — a net gain of 24 holders — while 85 added to existing stakes and 40 trimmed.
The largest buyer was RFG Advisory, adding an estimated $57.9M. The largest seller was Stuart Chaussee & Associates, exiting entirely with an estimated $49.1M sold.
- 196 institutional investors held State Street SPDR Portfolio S&P 500 ETF (SPYM) as of Q4 2018, up from 174 in Q3 2018.
- Funds reported $933M of State Street SPDR Portfolio S&P 500 ETF stock for Q4 2018, up 16% quarter-over-quarter.
- 45 funds opened new State Street SPDR Portfolio S&P 500 ETF positions in Q4 2018 and 21 closed out, a net change of +24 holders.
- The largest State Street SPDR Portfolio S&P 500 ETF buyer in Q4 2018 was RFG Advisory, an estimated $57.9M added.
- The largest State Street SPDR Portfolio S&P 500 ETF seller in Q4 2018 was Stuart Chaussee & Associates, an estimated $49.1M sold.
Based on aggregated 13F filings for Q4 2018.