State Street SPDR Portfolio S&P 500 ETF
SPYM
151 hedge funds and large institutions have $707M invested in State Street SPDR Portfolio S&P 500 ETF in 2018 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 83 increasing their positions, 26 reducing their positions, and 6 closing their positions.
300% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 6
219% more repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 26
35% more funds holding in top 10
Funds holding in top 10: 17 → 23 (+6)
30% more capital invested
Capital invested by funds: $545M → $707M (+$162M)
13% more funds holding
Funds holding: 134 → 151 (+17)
3.82% more ownership
Funds ownership: 49.06% → 52.87% (+3.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCA
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
+$46M |
| 2 |
AA
Advisory Alpha
Holland,
Michigan
|
+$10.8M |
| 3 |
K
Kemper
Chicago,
Illinois
|
+$9.89M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$8.37M |
| 5 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$8.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CF
Copperwynd Financial
Scottsdale,
Arizona
|
-$5.41M |
| 2 |
VFA
Voya Financial Advisors
Windsor,
Connecticut
|
-$3.09M |
| 3 |
UAS
United Asset Strategies
Garden City,
New York
|
-$3.03M |
| 4 |
AIS
Accurate Investment Solutions
Seven Fields,
Pennsylvania
|
-$2.78M |
| 5 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$2.63M |
SPYM Hedge Fund Activity: Q2 2018 in Review
151 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 ETF (SPYM) for Q2 2018, worth a combined $707M — up 30% from $545M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new SPYM positions and 6 closed out — a net gain of 18 holders — while 83 added to existing stakes and 26 trimmed.
The largest buyer was Stuart Chaussee & Associates, opening a new position worth an estimated $46M. The largest seller was Copperwynd Financial, cutting an estimated $5.41M.
- 151 institutional investors held State Street SPDR Portfolio S&P 500 ETF (SPYM) as of Q2 2018, up from 134 in Q1 2018.
- Funds reported $707M of State Street SPDR Portfolio S&P 500 ETF stock for Q2 2018, up 30% quarter-over-quarter.
- 24 funds opened new State Street SPDR Portfolio S&P 500 ETF positions in Q2 2018 and 6 closed out, a net change of +18 holders.
- The largest State Street SPDR Portfolio S&P 500 ETF buyer in Q2 2018 was Stuart Chaussee & Associates, an estimated $46M added.
- The largest State Street SPDR Portfolio S&P 500 ETF seller in Q2 2018 was Copperwynd Financial, an estimated $5.41M sold.
Based on aggregated 13F filings for Q2 2018.