We are live on ! Find out more
SPYM

State Street SPDR Portfolio S&P 500 ETF

26 hedge funds and large institutions have $94.2M invested in State Street SPDR Portfolio S&P 500 ETF in 2017 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 4

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

13% more funds holding

Funds holding: 2326 (+3)

12% more capital invested

Capital invested by funds: $83.8M → $94.2M (+$10.4M)

2.56% more ownership

Funds ownership: 252.08%254.64% (+2.6%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
26
Holders Change
+3
Holders Change %
+13.04%
% of All Funds
0.65%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
5
Increased
12
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFP
1
Shepherd Financial Partners
Massachusetts
$50.5M +$4.18M +148,644 +9%
ODCM
2
Old Dominion Capital Management
Virginia
$13.2M -$453K -16,092 -3%
Jane Street
3
Jane Street
New York
$5.93M +$5.06M +179,888 +630%
UBS Group
4
UBS Group
Switzerland
$5.25M +$202K +7,172 +4%
AG
5
Advisor Group
Arizona
$3.91M -$111K -3,952 -3%
HighTower Advisors
6
HighTower Advisors
Illinois
$3.9M +$11.5K +408 +0.3%
SG Americas Securities
7
SG Americas Securities
New York
$2.55M +$2.52M +89,612 New
LPL Financial
8
LPL Financial
California
$2.51M +$310K +11,000 +14%
Citigroup
9
Citigroup
New York
$932K +$151K +5,352 +20%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$920K -$4.28M -152,016 -82%
Morgan Stanley
11
Morgan Stanley
New York
$813K +$40.4K +1,436 +5%
MML Investors Services
12
MML Investors Services
Massachusetts
$754K +$746K +26,496 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$507K
BTS
14
BB&T Securities
Virginia
$491K +$19.8K +704 +4%
FAAS
15
First Allied Advisory Services
California
$326K +$89.7K +3,188 +39%
WSTAM
16
Wilbanks Smith & Thomas Asset Management
Virginia
$304K -$22.5K -800 -7%
Bank of America
17
Bank of America
North Carolina
$304K +$75.4K +2,680 +33%
Wells Fargo
18
Wells Fargo
California
$269K +$8.78K +312 +3%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$264K +$261K +9,264 New
SGK
20
Steigerwald Gordon & Koch
Virginia
$245K
AIM
21
Arcadia Investment Management
Michigan
$196K +$129K +4,600 +201%
OIA
22
OneDigital Investment Advisors
Kansas
$46K +$45.6K +1,620 New
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$37K +$37K +1,316 New
BlackRock
24
BlackRock
New York
$10K
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$1K

SPYM Hedge Fund Activity: Q2 2017 in Review

26 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 ETF (SPYM) for Q2 2017, worth a combined $94.2M — up 12% from $83.8M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new SPYM positions and 2 closed out — a net gain of 3 holders — while 12 added to existing stakes and 4 trimmed.

The largest buyer was Jane Street, adding an estimated $5.06M. The largest seller was Susquehanna International Group, cutting an estimated $4.28M.

  • 26 institutional investors held State Street SPDR Portfolio S&P 500 ETF (SPYM) as of Q2 2017, up from 23 in Q1 2017.
  • Funds reported $94.2M of State Street SPDR Portfolio S&P 500 ETF stock for Q2 2017, up 12% quarter-over-quarter.
  • 5 funds opened new State Street SPDR Portfolio S&P 500 ETF positions in Q2 2017 and 2 closed out, a net change of +3 holders.
  • The largest State Street SPDR Portfolio S&P 500 ETF buyer in Q2 2017 was Jane Street, an estimated $5.06M added.
  • The largest State Street SPDR Portfolio S&P 500 ETF seller in Q2 2017 was Susquehanna International Group, an estimated $4.28M sold.

Based on aggregated 13F filings for Q2 2017.