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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

360 hedge funds and large institutions have $4.44B invested in State Street SPDR Portfolio S&P 500 ETF in 2020 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 148 increasing their positions, 127 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 20

83% more call options, than puts

Call options by funds: $807K | Put options by funds: $442K

19% more funds holding in top 10

Funds holding in top 10: 57 → 68 (+11)

19% more capital invested

Capital invested by funds: $3.73B → $4.44B (+$705M)

17% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 127

6% more funds holding

Funds holding: 340 → 360 (+20)

0.44% less ownership

Funds ownership: 67.4% → 66.95% (-0.44%)

Holders
360
Holders Change
+20
Holders Change %
+5.88%
% of All Funds
7.26%
Holding in Top 10
68
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+19.3%
% of All Funds
1.37%
New
45
Increased
148
Reduced
127
Closed
20
Calls
$807K
Puts
$442K
Net Calls
+$365K
Net Calls Change
+$107K

Top Buyers

Rank Fund Capital Flow
1
FI
FormulaFolio Investments
Michigan
+$92.7M
2
Bank of America
Bank of America
North Carolina
+$66.4M
3
Wells Fargo
Wells Fargo
California
+$65.4M
4
AIM
Astor Investment Management
Illinois
+$42.5M
5
G
GenTrust
Florida
+$42M

Top Sellers

Rank Fund Capital Flow
1
ACM
AlphaStar Capital Management
North Carolina
-$47.9M
2
CI
CX Institutional
Indiana
-$26.5M
3
DLIC
Daido Life Insurance Company
Japan
-$22.4M
4
CCFM
Clear Creek Financial Management
Washington
-$20.2M
5
SMM
Stadion Money Management
Georgia
-$16.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
126
Doyle Wealth Management
Florida
$4.18M +$491K +12,600 +13%
VBFP
127
Valtinson Bruner Financial Planning
Minnesota
$4.09M +$2.2M +56,573 +116%
SWA
128
Stratos Wealth Advisors
Ohio
$4.03M +$340K +8,720 +9%
Susquehanna International Group
129
Susquehanna International Group
Pennsylvania
$4.02M +$3.98M +102,114 New
PWPS
130
Pinnacle Wealth Planning Services
Ohio
$3.97M -$2.56M -65,702 -38%
Goldman Sachs
131
Goldman Sachs
New York
$3.95M – – –
TRCT
132
Tower Research Capital (TRC)
New York
$3.82M +$365K +9,385 +11%
CA
133
Continuum Advisory
Idaho
$3.8M -$233K -5,978 -6%
RCA
134
Rowland Carmichael Advisors
Arizona
$3.73M +$80.1K +2,057 +2%
Bank of New York Mellon
135
Bank of New York Mellon
New York
$3.56M +$3.53M +90,579 New
CAS
136
Cascadia Advisory Services
Oregon
$3.54M +$2.18M +56,020 +165%
TCWA
137
Ten Capital Wealth Advisors
Washington
$3.5M +$3.46M +88,985 New
AAM
138
Ameraudi Asset Management
New York
$3.49M +$3.45M +88,700 New
CPA
139
Capital Planning Advisors
California
$3.45M +$256K +6,567 +8%
AI
140
Atria Investments
North Carolina
$3.44M +$3.41M +87,526 New
SFI
141
SPC Financial Inc
Maryland
$3.4M +$3.36M +86,357 New
OWA
142
Outlook Wealth Advisors
Texas
$3.23M +$3.2M +82,153 New
EFL
143
ERn Financial LLC
Wisconsin
$3.11M -$1.79K -46 -0.1%
NFG
144
Nations Financial Group
Iowa
$3.05M -$225K -5,775 -7%
SFS
145
Sowell Financial Services
Arkansas
$3.01M +$764K +19,615 +34%
WAS
146
Wealth Advisory Solutions
Indiana
$2.96M +$113K +2,912 +4%
WWM
147
Western Wealth Management
Colorado
$2.95M +$1.15M +29,618 +65%
PFGIA
148
Patriot Financial Group Insurance Agency
Massachusetts
$2.9M +$14.8K +381 +0.5%
AFAS
149
Acorn Financial Advisory Services
Virginia
$2.88M +$360K +9,256 +14%
BHWM
150
Bay Harbor Wealth Management
Maryland
$2.88M +$770K +19,764 +37%
4 5
6
7 8

SPYM Hedge Fund Activity: Q3 2020 in Review

360 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 ETF (SPYM) for Q3 2020, worth a combined $4.44B — up 19% from $3.73B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new SPYM positions and 20 closed out — a net gain of 25 holders — while 148 added to existing stakes and 127 trimmed.

The largest buyer was FormulaFolio Investments, adding an estimated $92.7M. The largest seller was AlphaStar Capital Management, cutting an estimated $47.9M.

  • 360 institutional investors held State Street SPDR Portfolio S&P 500 ETF (SPYM) as of Q3 2020, up from 340 in Q2 2020.
  • Funds reported $4.44B of State Street SPDR Portfolio S&P 500 ETF stock for Q3 2020, up 19% quarter-over-quarter.
  • 45 funds opened new State Street SPDR Portfolio S&P 500 ETF positions in Q3 2020 and 20 closed out, a net change of +25 holders.
  • The largest State Street SPDR Portfolio S&P 500 ETF buyer in Q3 2020 was FormulaFolio Investments, an estimated $92.7M added.
  • The largest State Street SPDR Portfolio S&P 500 ETF seller in Q3 2020 was AlphaStar Capital Management, an estimated $47.9M sold.

Based on aggregated 13F filings for Q3 2020.