State Street SPDR Portfolio S&P 500 ETF
SPYM
340 hedge funds and large institutions have $3.74B invested in State Street SPDR Portfolio S&P 500 ETF in 2020 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 152 increasing their positions, 106 reducing their positions, and 27 closing their positions.
8,600% more call options, than puts
Call options by funds: $261K | Put options by funds: $3K
93% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 27
51% more capital invested
Capital invested by funds: $2.47B → $3.74B (+$1.27B)
43% more repeat investments, than reductions
Existing positions increased: 152 | Existing positions reduced: 106
7% more funds holding
Funds holding: 317 → 340 (+23)
2.76% more ownership
Funds ownership: 64.63% → 67.4% (+2.8%)
14% less funds holding in top 10
Funds holding in top 10: 66 → 57 (-9)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$217M |
| 2 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
+$84.6M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$71.6M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$52.3M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$51.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
-$16.5M |
| 2 |
NA
Nottingham Advisors
Amherst,
New York
|
-$14.6M |
| 3 |
CI
CX Institutional
Auburn,
Indiana
|
-$14.2M |
| 4 |
FAAM
First Ascent Asset Management
Denver,
Colorado
|
-$14M |
| 5 |
LFPWM
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
|
-$8.22M |
SPYM Hedge Fund Activity: Q2 2020 in Review
340 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 ETF (SPYM) for Q2 2020, worth a combined $3.74B — up 51% from $2.47B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new SPYM positions and 27 closed out — a net gain of 25 holders — while 152 added to existing stakes and 106 trimmed.
The largest buyer was AssetMark Inc, opening a new position worth an estimated $217M. The largest seller was Financial Enhancement Group, cutting an estimated $16.5M.
- 340 institutional investors held State Street SPDR Portfolio S&P 500 ETF (SPYM) as of Q2 2020, up from 317 in Q1 2020.
- Funds reported $3.74B of State Street SPDR Portfolio S&P 500 ETF stock for Q2 2020, up 51% quarter-over-quarter.
- 52 funds opened new State Street SPDR Portfolio S&P 500 ETF positions in Q2 2020 and 27 closed out, a net change of +25 holders.
- The largest State Street SPDR Portfolio S&P 500 ETF buyer in Q2 2020 was AssetMark Inc, an estimated $217M added.
- The largest State Street SPDR Portfolio S&P 500 ETF seller in Q2 2020 was Financial Enhancement Group, an estimated $16.5M sold.
Based on aggregated 13F filings for Q2 2020.