State Street SPDR Portfolio S&P 500 ETF
SPYM
10 hedge funds and large institutions have $34.4M invested in State Street SPDR Portfolio S&P 500 ETF in 2015 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 5 closing their positions.
572% more capital inflows, than outflows
Capital inflows: $11.7M | Capital outflows: $1.74M
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
17% less funds holding
Funds holding: 12 → 10 (-2)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$7.7M |
| 2 |
BB&T Securities
Richmond,
Virginia
|
+$2.18M |
| 3 |
Transamerica Financial Advisors
St. Petersburg,
Florida
|
+$1.72M |
| 4 |
Morgan Stanley
New York
|
+$91.4K |
| 5 |
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
+$20.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.12M |
| 2 |
Old Dominion Capital Management
Charlottesville,
Virginia
|
-$340K |
| 3 |
Smith, Moore & Co
Clayton,
Missouri
|
-$206K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$38K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$20.1K |
SPYM Hedge Fund Activity: Q1 2015 in Review
10 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 ETF (SPYM) for Q1 2015, worth a combined $34.4M — up 43% from $24.1M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of SPYM and 3 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 2 added.
The largest buyer was LPL Financial, opening a new position worth an estimated $7.7M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.12M sold.
- 10 institutional investors held State Street SPDR Portfolio S&P 500 ETF (SPYM) as of Q1 2015, down from 12 in Q4 2014.
- Funds reported $34.4M of State Street SPDR Portfolio S&P 500 ETF stock for Q1 2015, up 43% quarter-over-quarter.
- 3 funds opened new State Street SPDR Portfolio S&P 500 ETF positions in Q1 2015 and 5 closed out, a net change of -2 holders.
- The largest State Street SPDR Portfolio S&P 500 ETF buyer in Q1 2015 was LPL Financial, an estimated $7.7M added.
- The largest State Street SPDR Portfolio S&P 500 ETF seller in Q1 2015 was Susquehanna International Group, an estimated $1.12M sold.
Based on aggregated 13F filings for Q1 2015.