State Street SPDR Portfolio S&P 500 ETF
SPYM
232 hedge funds and large institutions have $1.23B invested in State Street SPDR Portfolio S&P 500 ETF in 2019 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 135 increasing their positions, 39 reducing their positions, and 9 closing their positions.
267% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 9
246% more repeat investments, than reductions
Existing positions increased: 135 | Existing positions reduced: 39
19% more capital invested
Capital invested by funds: $1.03B → $1.23B (+$194M)
9% more funds holding
Funds holding: 212 → 232 (+20)
9% more funds holding in top 10
Funds holding in top 10: 34 → 37 (+3)
3.11% more ownership
Funds ownership: 44.76% → 47.88% (+3.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VC
Vicus Capital
State College,
Pennsylvania
|
+$20.9M |
| 2 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$17.9M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$14.3M |
| 4 |
JWM
Jackson Wealth Management
Lake Mary,
Florida
|
+$12M |
| 5 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
+$8.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$49.5M |
| 2 |
RA
RFG Advisory
Birmingham,
Alabama
|
-$6.02M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$5.3M |
| 4 |
CWSR
Chessman Wealth Strategies RIA
Dallas,
Texas
|
-$3.62M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.49M |
SPYM Hedge Fund Activity: Q2 2019 in Review
232 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 ETF (SPYM) for Q2 2019, worth a combined $1.23B — up 19% from $1.03B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new SPYM positions and 9 closed out — a net gain of 24 holders — while 135 added to existing stakes and 39 trimmed.
The largest buyer was Vicus Capital, adding an estimated $20.9M. The largest seller was Goldman Sachs, exiting entirely with an estimated $49.5M sold.
- 232 institutional investors held State Street SPDR Portfolio S&P 500 ETF (SPYM) as of Q2 2019, up from 212 in Q1 2019.
- Funds reported $1.23B of State Street SPDR Portfolio S&P 500 ETF stock for Q2 2019, up 19% quarter-over-quarter.
- 33 funds opened new State Street SPDR Portfolio S&P 500 ETF positions in Q2 2019 and 9 closed out, a net change of +24 holders.
- The largest State Street SPDR Portfolio S&P 500 ETF buyer in Q2 2019 was Vicus Capital, an estimated $20.9M added.
- The largest State Street SPDR Portfolio S&P 500 ETF seller in Q2 2019 was Goldman Sachs, an estimated $49.5M sold.
Based on aggregated 13F filings for Q2 2019.