We are live on ! Find out more
SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

254 hedge funds and large institutions have $1.43B invested in State Street SPDR Portfolio S&P 500 ETF in 2019 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 139 increasing their positions, 54 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 54

138% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 16

16% more capital invested

Capital invested by funds: $1.23B → $1.43B (+$201M)

9% more funds holding

Funds holding: 232 → 254 (+22)

8% more funds holding in top 10

Funds holding in top 10: 37 → 40 (+3)

0.28% more ownership

Funds ownership: 47.88% → 48.16% (+0.28%)

Holders
254
Holders Change
+22
Holders Change %
+9.48%
% of All Funds
5.57%
Holding in Top 10
40
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.11%
% of All Funds
0.88%
New
38
Increased
139
Reduced
54
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
+$21.6M
2
ODG
O'Dell Group
Ohio
+$19.8M
3
FI
FormulaFolio Investments
Michigan
+$18.6M
4
ACG
Allen Capital Group
Nebraska
+$14.3M
5
AG
Advisor Group
Arizona
+$13M

Top Sellers

Rank Fund Capital Flow
1
SFP
Shepherd Financial Partners
Massachusetts
-$26.3M
2
VC
Vicus Capital
Pennsylvania
-$21.4M
3
GI
Gradient Investments
Minnesota
-$11M
4
CCFM
Clear Creek Financial Management
Washington
-$10.7M
5
CF
Copperwynd Financial
Arizona
-$7.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
NAS
101
Nicolet Advisory Services
Wisconsin
$2.32M +$104K +2,978 +5%
FC
102
Financial Consulate
Maryland
$2.29M +$65.9K +1,897 +3%
CWM
103
CCG Wealth Management
California
$2.2M +$1.42M +40,800 +184%
CCM
104
Condor Capital Management
New Jersey
$2.17M +$119K +3,416 +6%
GF
105
Goodman Financial
Texas
$2.13M -$21.5K -619 -1%
VIM
106
Vista Investment Management
Pennsylvania
$2.12M -$1.06M -30,580 -33%
JWM
107
Jupiter Wealth Management
Colorado
$2.1M +$2.09M +60,180 New
SB
108
Suntrust Banks
Georgia
$2.09M +$240K +6,917 +10%
VDFA
109
Vickerman & Driscoll Financial Advisors
Washington
$2.06M +$90.7K +2,610 +5%
DWM
110
Doyle Wealth Management
Florida
$2.04M +$353K +10,141 +21%
PWMG
111
Prestige Wealth Management Group
New Jersey
$2M +$12.5K +359 +0.6%
CFGF
112
Compass Financial Group (Florida)
Florida
$1.99M +$84.9K +2,443 +4%
RMAM
113
Raab & Moskowitz Asset Management
New Jersey
$1.94M +$270K +7,772 +16%
AW
114
ACG Wealth
Georgia
$1.93M -$9.35K -269 -0.5%
CPA
115
Capital Planning Advisors
California
$1.81M +$1.81M +51,967 New
RCA
116
Ranch Capital Advisors
Florida
$1.79M +$1.78M +51,287 New
PEA
117
Pacific Edge Advisors
California
$1.76M – – –
TRCT
118
Tower Research Capital (TRC)
New York
$1.72M +$1.27M +36,513 +283%
WFWM
119
Wechter Feldman Wealth Management
New Jersey
$1.72M +$227K +6,516 +15%
AWM
120
Avior Wealth Management
Nebraska
$1.72M +$261K +7,514 +18%
BPWA
121
Beacon Pointe Wealth Advisors
California
$1.7M +$245K +7,052 +17%
VIP
122
Vantage Investment Partners
Missouri
$1.58M +$278 +8 +0%
GAM
123
Gould Asset Management
California
$1.53M -$29.5K -850 -2%
AWM
124
Affinity Wealth Management
Delaware
$1.51M -$56.9K -1,636 -4%
DWM
125
Darwin Wealth Management
Florida
$1.51M +$308K +8,864 +26%
3 4
5
6 7

SPYM Hedge Fund Activity: Q3 2019 in Review

254 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 ETF (SPYM) for Q3 2019, worth a combined $1.43B — up 16% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new SPYM positions and 16 closed out — a net gain of 22 holders — while 139 added to existing stakes and 54 trimmed.

The largest buyer was State Street, opening a new position worth an estimated $21.6M. The largest seller was Shepherd Financial Partners, cutting an estimated $26.3M.

  • 254 institutional investors held State Street SPDR Portfolio S&P 500 ETF (SPYM) as of Q3 2019, up from 232 in Q2 2019.
  • Funds reported $1.43B of State Street SPDR Portfolio S&P 500 ETF stock for Q3 2019, up 16% quarter-over-quarter.
  • 38 funds opened new State Street SPDR Portfolio S&P 500 ETF positions in Q3 2019 and 16 closed out, a net change of +22 holders.
  • The largest State Street SPDR Portfolio S&P 500 ETF buyer in Q3 2019 was State Street, an estimated $21.6M added.
  • The largest State Street SPDR Portfolio S&P 500 ETF seller in Q3 2019 was Shepherd Financial Partners, an estimated $26.3M sold.

Based on aggregated 13F filings for Q3 2019.