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SPYM

State Street SPDR Portfolio S&P 500 ETF

23 hedge funds and large institutions have $83.8M invested in State Street SPDR Portfolio S&P 500 ETF in 2017 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 4

10% more funds holding

Funds holding: 2123 (+2)

6% more capital invested

Capital invested by funds: $79M → $83.8M (+$4.79M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

20.76% less ownership

Funds ownership: 272.85%252.08% (-21%)

Holders
23
Holders Change
+2
Holders Change %
+9.52%
% of All Funds
0.57%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
3
Increased
9
Reduced
4
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFP
1
Shepherd Financial Partners
Massachusetts
$45M +$3.8M +139,224 +9%
ODCM
2
Old Dominion Capital Management
Virginia
$13.4M -$704K -25,808 -5%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$5.11M +$4.56M +167,104 +970%
UBS Group
4
UBS Group
Switzerland
$4.92M +$524K +19,184 +12%
AG
5
Advisor Group
Arizona
$3.92M +$148K +5,436 +4%
HighTower Advisors
6
HighTower Advisors
Illinois
$3.79M +$1.97K +72 +0.1%
LPL Financial
7
LPL Financial
California
$2.13M +$612K +22,416 +41%
Jane Street
8
Jane Street
New York
$791K +$779K +28,532 New
Citigroup
9
Citigroup
New York
$760K +$459K +16,820 +159%
Morgan Stanley
10
Morgan Stanley
New York
$753K +$56.7K +2,076 +8%
VKH
11
Virtu KCG Holdings
New York
$691K +$680K +24,928 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$494K
BTS
13
BB&T Securities
Virginia
$459K -$1.67M -61,308 -79%
WSTAM
14
Wilbanks Smith & Thomas Asset Management
Virginia
$319K
HCIA
15
Hochman Cole Investment Advisors
Illinois
$293K
Wells Fargo
16
Wells Fargo
California
$253K
SGK
17
Steigerwald Gordon & Koch
Virginia
$239K -$25.3K -928 -10%
FAAS
18
First Allied Advisory Services
California
$229K -$169K -6,180 -43%
Bank of America
19
Bank of America
North Carolina
$222K +$42K +1,540 +24%
AIM
20
Arcadia Investment Management
Michigan
$64K +$62.6K +2,292 New
BlackRock
21
BlackRock
New York
$9K
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$1K

SPYM Hedge Fund Activity: Q1 2017 in Review

23 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 ETF (SPYM) for Q1 2017, worth a combined $83.8M — up 6.1% from $79M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new SPYM positions and 0 closed out — a net gain of 3 holders — while 9 added to existing stakes and 4 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $4.56M. The largest seller was BB&T Securities, cutting an estimated $1.67M.

  • 23 institutional investors held State Street SPDR Portfolio S&P 500 ETF (SPYM) as of Q1 2017, up from 21 in Q4 2016.
  • Funds reported $83.8M of State Street SPDR Portfolio S&P 500 ETF stock for Q1 2017, up 6.1% quarter-over-quarter.
  • 3 funds opened new State Street SPDR Portfolio S&P 500 ETF positions in Q1 2017 and 0 closed out, a net change of +3 holders.
  • The largest State Street SPDR Portfolio S&P 500 ETF buyer in Q1 2017 was Susquehanna International Group, an estimated $4.56M added.
  • The largest State Street SPDR Portfolio S&P 500 ETF seller in Q1 2017 was BB&T Securities, an estimated $1.67M sold.

Based on aggregated 13F filings for Q1 2017.