State Street SPDR Portfolio S&P 500 ETF
SPYM
134 hedge funds and large institutions have $545M invested in State Street SPDR Portfolio S&P 500 ETF in 2018 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 56 increasing their positions, 12 reducing their positions, and 3 closing their positions.
1,733% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 3
367% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 12
143% more funds holding in top 10
Funds holding in top 10: 7 → 17 (+10)
110% more capital invested
Capital invested by funds: $260M → $545M (+$285M)
63% more funds holding
Funds holding: 82 → 134 (+52)
110.31% less ownership
Funds ownership: 159.36% → 49.06% (-110%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$59.3M |
| 2 |
TC
Trilogy Capital
Irvine,
California
|
+$45.1M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$38.8M |
| 4 |
PWA
Peterson Wealth Advisors
Orem,
Utah
|
+$25.3M |
| 5 |
CF
Copperwynd Financial
Scottsdale,
Arizona
|
+$13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWSR
Chessman Wealth Strategies RIA
Dallas,
Texas
|
-$3.13M |
| 2 |
AG
Advisor Group
Phoenix,
Arizona
|
-$1.49M |
| 3 |
XS
XR Securities
Chicago,
Illinois
|
-$1.24M |
| 4 |
ODCM
Old Dominion Capital Management
Charlottesville,
Virginia
|
-$724K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$597K |
SPYM Hedge Fund Activity: Q1 2018 in Review
134 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 ETF (SPYM) for Q1 2018, worth a combined $545M — up 110% from $260M a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new SPYM positions and 3 closed out — a net gain of 52 holders — while 56 added to existing stakes and 12 trimmed.
The largest buyer was Gradient Investments, adding an estimated $59.3M. The largest seller was Chessman Wealth Strategies RIA, cutting an estimated $3.13M.
- 134 institutional investors held State Street SPDR Portfolio S&P 500 ETF (SPYM) as of Q1 2018, up from 82 in Q4 2017.
- Funds reported $545M of State Street SPDR Portfolio S&P 500 ETF stock for Q1 2018, up 110% quarter-over-quarter.
- 55 funds opened new State Street SPDR Portfolio S&P 500 ETF positions in Q1 2018 and 3 closed out, a net change of +52 holders.
- The largest State Street SPDR Portfolio S&P 500 ETF buyer in Q1 2018 was Gradient Investments, an estimated $59.3M added.
- The largest State Street SPDR Portfolio S&P 500 ETF seller in Q1 2018 was Chessman Wealth Strategies RIA, an estimated $3.13M sold.
Based on aggregated 13F filings for Q1 2018.