State Street SPDR Portfolio S&P 500 ETF
SPYM
174 hedge funds and large institutions have $802M invested in State Street SPDR Portfolio S&P 500 ETF in 2018 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 92 increasing their positions, 32 reducing their positions, and 6 closing their positions.
367% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 6
188% more repeat investments, than reductions
Existing positions increased: 92 | Existing positions reduced: 32
14% more funds holding
Funds holding: 152 → 174 (+22)
13% more capital invested
Capital invested by funds: $709M → $802M (+$93M)
0% more funds holding in top 10
Funds holding in top 10: 23 → 23 (0)
5.86% less ownership
Funds ownership: 53.05% → 47.19% (-5.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PP
Pension Partners
New York
|
+$11M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$5.81M |
| 3 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$5.59M |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
+$4.16M |
| 5 |
Morgan Stanley
New York
|
+$4.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CF
Copperwynd Financial
Scottsdale,
Arizona
|
-$9.49M |
| 2 |
CWSR
Chessman Wealth Strategies RIA
Dallas,
Texas
|
-$7.9M |
| 3 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
-$7.06M |
| 4 |
JFA
JNBA Financial Advisors
Bloomington,
Minnesota
|
-$6.02M |
| 5 |
RA
RFG Advisory
Birmingham,
Alabama
|
-$2.77M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VF
176
Virtu Financial
New York
| – | -$248K | -7,770 | Closed |
|
|
OIA
177
OneDigital Investment Advisors
Overland Park,
Kansas
| – | -$186K | -5,837 | Closed |
|
178
SEI Investments
Oaks,
Pennsylvania
| – | -$22K | -681 | Closed |
|
|
SWM
179
SeaCrest Wealth Management
Purchase,
New York
| – | -$13K | -400 | Closed |
|
SPYM Hedge Fund Activity: Q3 2018 in Review
174 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 ETF (SPYM) for Q3 2018, worth a combined $802M — up 13% from $709M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new SPYM positions and 6 closed out — a net gain of 22 holders — while 92 added to existing stakes and 32 trimmed.
The largest buyer was Pension Partners, opening a new position worth an estimated $11M. The largest seller was Copperwynd Financial, exiting entirely with an estimated $9.49M sold.
- 174 institutional investors held State Street SPDR Portfolio S&P 500 ETF (SPYM) as of Q3 2018, up from 152 in Q2 2018.
- Funds reported $802M of State Street SPDR Portfolio S&P 500 ETF stock for Q3 2018, up 13% quarter-over-quarter.
- 28 funds opened new State Street SPDR Portfolio S&P 500 ETF positions in Q3 2018 and 6 closed out, a net change of +22 holders.
- The largest State Street SPDR Portfolio S&P 500 ETF buyer in Q3 2018 was Pension Partners, an estimated $11M added.
- The largest State Street SPDR Portfolio S&P 500 ETF seller in Q3 2018 was Copperwynd Financial, an estimated $9.49M sold.
Based on aggregated 13F filings for Q3 2018.