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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

340 hedge funds and large institutions have $3.73B invested in State Street SPDR Portfolio S&P 500 ETF in 2020 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 152 increasing their positions, 106 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

8,600% more call options, than puts

Call options by funds: $261K | Put options by funds: $3K

86% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 28

52% more capital invested

Capital invested by funds: $2.46B → $3.73B (+$1.27B)

43% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 106

7% more funds holding

Funds holding: 318 → 340 (+22)

2.76% more ownership

Funds ownership: 64.63% → 67.4% (+2.8%)

14% less funds holding in top 10

Funds holding in top 10: 66 → 57 (-9)

Holders
340
Holders Change
+22
Holders Change %
+6.92%
% of All Funds
6.97%
Holding in Top 10
57
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-13.64%
% of All Funds
1.17%
New
52
Increased
152
Reduced
106
Closed
28
Calls
$261K
Puts
$3K
Net Calls
+$258K
Net Calls Change
+$55K

Top Buyers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
+$217M
2
SMM
Stadion Money Management
Georgia
+$84.6M
3
Creative Planning
Creative Planning
Kansas
+$71.6M
4
Bank of America
Bank of America
North Carolina
+$52.3M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$51.2M

Top Sellers

Rank Fund Capital Flow
1
FEG
Financial Enhancement Group
Indiana
-$16.5M
2
NA
Nottingham Advisors
New York
-$14.6M
3
CI
CX Institutional
Indiana
-$14.2M
4
FAAM
First Ascent Asset Management
Colorado
-$14M
5
LFPWM
Leicht Financial Planning & Wealth Management
New Jersey
-$8.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
IAN
126
Integrated Advisors Network
Texas
$2.88M +$2.73M +79,403 New
IAA
127
Independent Advisor Alliance
North Carolina
$2.88M +$1.73M +50,384 +212%
EFL
128
ERn Financial LLC
Wisconsin
$2.87M -$606K -17,632 -18%
SWP
129
Strategic Wealth Partners
Ohio
$2.8M -$4.88M -141,852 -65%
JFA
130
JNBA Financial Advisors
Minnesota
$2.72M -$4.72M -137,390 -65%
PFGIA
131
Patriot Financial Group Insurance Agency
Massachusetts
$2.66M +$383K +11,149 +18%
PWMG
132
Prestige Wealth Management Group
New Jersey
$2.66M +$189K +5,494 +8%
WAS
133
Wealth Advisory Solutions
Indiana
$2.62M +$79K +2,298 +3%
RFN
134
RDA Financial Network
Iowa
$2.62M -$187K -5,444 -7%
American Century Companies
135
American Century Companies
Missouri
$2.6M +$2.47M +71,800 New
SS
136
Simplicity Solutions
Minnesota
$2.56M +$174K +5,059 +8%
EH
137
Equitable Holdings
New York
$2.47M +$1.55K +45 +0.1%
IWA
138
Inspirion Wealth Advisors
Illinois
$2.46M -$165K -4,790 -7%
BAM
139
Belpointe Asset Management
Nevada
$2.44M +$327K +9,499 +16%
GF
140
Goodman Financial
Texas
$2.38M +$116K +3,359 +5%
AFAS
141
Acorn Financial Advisory Services
Virginia
$2.32M +$158K +4,601 +8%
FWM
142
Frontier Wealth Management
Missouri
$2.28M -$448K -13,019 -17%
CPO
143
Cerity Partners OCIO
New York
$2.23M +$1.71M +49,675 +416%
BPA
144
Beacon Pointe Advisors
California
$2.17M +$432K +12,572 +26%
CWA
145
Clarus Wealth Advisors
Arizona
$2.14M -$209K -6,091 -9%
NRI
146
NFP Retirement Inc
California
$2.12M +$1.11M +32,226 +123%
NA
147
NewEdge Advisors
Louisiana
$2.08M -$23.4K -680 -1%
CFGF
148
Compass Financial Group (Florida)
Florida
$2.07M -$1.07K -31 -0.1%
SFS
149
Sowell Financial Services
Arkansas
$2.06M +$332K +9,641 +20%
WP
150
WealthPLAN Partners
Nebraska
$2.05M -$6.71K -195 -0.4%
4 5
6
7 8

SPYM Hedge Fund Activity: Q2 2020 in Review

340 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 ETF (SPYM) for Q2 2020, worth a combined $3.73B — up 52% from $2.46B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new SPYM positions and 28 closed out — a net gain of 24 holders — while 152 added to existing stakes and 106 trimmed.

The largest buyer was AssetMark Inc, opening a new position worth an estimated $217M. The largest seller was Financial Enhancement Group, cutting an estimated $16.5M.

  • 340 institutional investors held State Street SPDR Portfolio S&P 500 ETF (SPYM) as of Q2 2020, up from 318 in Q1 2020.
  • Funds reported $3.73B of State Street SPDR Portfolio S&P 500 ETF stock for Q2 2020, up 52% quarter-over-quarter.
  • 52 funds opened new State Street SPDR Portfolio S&P 500 ETF positions in Q2 2020 and 28 closed out, a net change of +24 holders.
  • The largest State Street SPDR Portfolio S&P 500 ETF buyer in Q2 2020 was AssetMark Inc, an estimated $217M added.
  • The largest State Street SPDR Portfolio S&P 500 ETF seller in Q2 2020 was Financial Enhancement Group, an estimated $16.5M sold.

Based on aggregated 13F filings for Q2 2020.