State Street SPDR Portfolio S&P 500 ETF
SPYM
212 hedge funds and large institutions have $1.03B invested in State Street SPDR Portfolio S&P 500 ETF in 2019 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 102 increasing their positions, 59 reducing their positions, and 17 closing their positions.
94% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 17
73% more repeat investments, than reductions
Existing positions increased: 102 | Existing positions reduced: 59
13% more funds holding in top 10
Funds holding in top 10: 30 → 34 (+4)
11% more capital invested
Capital invested by funds: $933M → $1.03B (+$101M)
8% more funds holding
Funds holding: 196 → 212 (+16)
10.11% less ownership
Funds ownership: 54.88% → 44.76% (-10%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$40.3M |
| 2 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
+$15.1M |
| 3 |
CFG
Cooper Financial Group
Irvine,
California
|
+$12.7M |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$9.95M |
| 5 |
JWM
Jackson Wealth Management
Lake Mary,
Florida
|
+$8.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$66.1M |
| 2 |
RA
RFG Advisory
Birmingham,
Alabama
|
-$40.4M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$37M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$14.6M |
| 5 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
-$12.1M |
SPYM Hedge Fund Activity: Q1 2019 in Review
212 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 ETF (SPYM) for Q1 2019, worth a combined $1.03B — up 11% from $933M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new SPYM positions and 17 closed out — a net gain of 16 holders — while 102 added to existing stakes and 59 trimmed.
The largest buyer was Atria Investments, opening a new position worth an estimated $40.3M. The largest seller was Gradient Investments, cutting an estimated $66.1M.
- 212 institutional investors held State Street SPDR Portfolio S&P 500 ETF (SPYM) as of Q1 2019, up from 196 in Q4 2018.
- Funds reported $1.03B of State Street SPDR Portfolio S&P 500 ETF stock for Q1 2019, up 11% quarter-over-quarter.
- 33 funds opened new State Street SPDR Portfolio S&P 500 ETF positions in Q1 2019 and 17 closed out, a net change of +16 holders.
- The largest State Street SPDR Portfolio S&P 500 ETF buyer in Q1 2019 was Atria Investments, an estimated $40.3M added.
- The largest State Street SPDR Portfolio S&P 500 ETF seller in Q1 2019 was Gradient Investments, an estimated $66.1M sold.
Based on aggregated 13F filings for Q1 2019.