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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$21.6M |
| 2 |
ODG
O'Dell Group
Cincinnati,
Ohio
|
+$19.8M |
| 3 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
+$18.6M |
| 4 |
ACG
Allen Capital Group
Grand Island,
Nebraska
|
+$14.3M |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
+$13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFP
Shepherd Financial Partners
Winchester,
Massachusetts
|
-$26.3M |
| 2 |
VC
Vicus Capital
State College,
Pennsylvania
|
-$21.4M |
| 3 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$11M |
| 4 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
-$10.7M |
| 5 |
CF
Copperwynd Financial
Scottsdale,
Arizona
|
-$7.04M |
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.