State Street SPDR Portfolio S&P 500 ETF
SPYM
152 hedge funds and large institutions have $709M invested in State Street SPDR Portfolio S&P 500 ETF in 2018 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 83 increasing their positions, 26 reducing their positions, and 6 closing their positions.
317% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 6
219% more repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 26
35% more funds holding in top 10
Funds holding in top 10: 17 → 23 (+6)
30% more capital invested
Capital invested by funds: $545M → $709M (+$165M)
13% more funds holding
Funds holding: 134 → 152 (+18)
4% more ownership
Funds ownership: 49.06% → 53.05% (+4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCA
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
+$46M |
| 2 |
AA
Advisory Alpha
Holland,
Michigan
|
+$10.8M |
| 3 |
K
Kemper
Chicago,
Illinois
|
+$9.89M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$8.37M |
| 5 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$8.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CF
Copperwynd Financial
Scottsdale,
Arizona
|
-$5.41M |
| 2 |
VFA
Voya Financial Advisors
Windsor,
Connecticut
|
-$3.09M |
| 3 |
UAS
United Asset Strategies
Garden City,
New York
|
-$3.03M |
| 4 |
AIS
Accurate Investment Solutions
Seven Fields,
Pennsylvania
|
-$2.78M |
| 5 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$2.63M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GAM
151
Gemmer Asset Management
Walnut Creek,
California
| $1K | +$1.27K | +40 | New |
|
152
Goldman Sachs
New York
| – | -$1.6M | -51,722 | Closed |
|
|
FAAS
153
First Allied Advisory Services
San Diego,
California
| – | -$388K | -12,556 | Closed |
|
154
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$243K | -7,866 | Closed |
|
|
SGK
155
Steigerwald Gordon & Koch
Leesburg,
Virginia
| – | -$229K | -7,404 | Closed |
|
|
CCA
156
Clearwater Capital Advisors
Hoffman Estates,
Illinois
| – | -$17K | -561 | Closed |
|
|
S
157
SignatureFD
Atlanta,
Georgia
| – | -$11K | -362 | Closed |
|
SPYM Hedge Fund Activity: Q2 2018 in Review
152 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 ETF (SPYM) for Q2 2018, worth a combined $709M — up 30% from $545M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new SPYM positions and 6 closed out — a net gain of 19 holders — while 83 added to existing stakes and 26 trimmed.
The largest buyer was Stuart Chaussee & Associates, opening a new position worth an estimated $46M. The largest seller was Copperwynd Financial, cutting an estimated $5.41M.
- 152 institutional investors held State Street SPDR Portfolio S&P 500 ETF (SPYM) as of Q2 2018, up from 134 in Q1 2018.
- Funds reported $709M of State Street SPDR Portfolio S&P 500 ETF stock for Q2 2018, up 30% quarter-over-quarter.
- 25 funds opened new State Street SPDR Portfolio S&P 500 ETF positions in Q2 2018 and 6 closed out, a net change of +19 holders.
- The largest State Street SPDR Portfolio S&P 500 ETF buyer in Q2 2018 was Stuart Chaussee & Associates, an estimated $46M added.
- The largest State Street SPDR Portfolio S&P 500 ETF seller in Q2 2018 was Copperwynd Financial, an estimated $5.41M sold.
Based on aggregated 13F filings for Q2 2018.