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SPYM

State Street SPDR Portfolio S&P 500 ETF

360 hedge funds and large institutions have $4.44B invested in State Street SPDR Portfolio S&P 500 ETF in 2020 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 148 increasing their positions, 127 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 20

83% more call options, than puts

Call options by funds: $807K | Put options by funds: $442K

19% more funds holding in top 10

Funds holding in top 10: 5768 (+11)

19% more capital invested

Capital invested by funds: $3.73B → $4.44B (+$705M)

17% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 127

6% more funds holding

Funds holding: 340360 (+20)

0.44% less ownership

Funds ownership: 67.4%66.95% (-0.44%)

Holders
360
Holders Change
+20
Holders Change %
+5.88%
% of All Funds
7.26%
Holding in Top 10
68
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+19.3%
% of All Funds
1.37%
New
45
Increased
148
Reduced
127
Closed
20
Calls
$807K
Puts
$442K
Net Calls
+$365K
Net Calls Change
+$107K
Name Holding Trade Value Shares
Change
Change in
Stake
SMM
1
Stadion Money Management
Georgia
$556M -$16.1M -413,001 -3%
Creative Planning
2
Creative Planning
Kansas
$446M +$17.3M +443,287 +4%
Bank of America
3
Bank of America
North Carolina
$348M +$66.4M +1,705,815 +24%
AssetMark Inc
4
AssetMark Inc
California
$268M +$20.2M +518,609 +8%
FI
5
FormulaFolio Investments
Michigan
$155M +$92.7M +2,380,464 +153%
Financial Engines Advisors
6
Financial Engines Advisors
California
$142M +$7.4M +190,026 +6%
LPL Financial
7
LPL Financial
California
$134M +$17.1M +438,479 +15%
WAP
8
Wealthcare Advisory Partners
Pennsylvania
$126M -$839K -21,543 -0.7%
Wells Fargo
9
Wells Fargo
California
$83.2M +$65.4M +1,678,916 +384%
Osaic Holdings
10
Osaic Holdings
Arizona
$76.9M +$20.4M +524,624 +37%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$65.4M -$8.94M -229,645 -12%
CAL
12
Capital Analysts LLC
Pennsylvania
$63.6M +$3.8M +97,589 +6%
Morgan Stanley
13
Morgan Stanley
New York
$63.3M -$4.69M -120,352 -7%
PWA
14
Peterson Wealth Advisors
Utah
$62.6M -$430K -11,040 -0.7%
TC
15
Trilogy Capital
California
$60.7M +$3.46M +88,891 +6%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$49.8M
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$44.6M +$293K +7,515 +0.7%
PWG
18
Private Wealth Group
Florida
$44.5M +$11.9M +304,605 +37%
AIM
19
Astor Investment Management
Illinois
$42.9M +$42.5M +1,091,243 New
G
20
GenTrust
Florida
$42.5M +$42M +1,079,100 New
NEWAS
21
N.E.W. Advisory Services
Wisconsin
$40.1M -$509K -13,075 -1%
AA
22
Advisory Alpha
Michigan
$33.9M +$1.03M +26,576 +3%
ODG
23
O'Dell Group
Ohio
$32M -$520K -13,348 -2%
AFG
24
Affinia Financial Group
Massachusetts
$30.8M +$364K +9,348 +1%
FAIM
25
Financial Advocates Investment Management
Washington
$27.1M +$25.2M +646,708 +1,542%

SPYM Hedge Fund Activity: Q3 2020 in Review

360 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 ETF (SPYM) for Q3 2020, worth a combined $4.44B — up 19% from $3.73B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new SPYM positions and 20 closed out — a net gain of 25 holders — while 148 added to existing stakes and 127 trimmed.

The largest buyer was FormulaFolio Investments, adding an estimated $92.7M. The largest seller was AlphaStar Capital Management, cutting an estimated $47.9M.

  • 360 institutional investors held State Street SPDR Portfolio S&P 500 ETF (SPYM) as of Q3 2020, up from 340 in Q2 2020.
  • Funds reported $4.44B of State Street SPDR Portfolio S&P 500 ETF stock for Q3 2020, up 19% quarter-over-quarter.
  • 45 funds opened new State Street SPDR Portfolio S&P 500 ETF positions in Q3 2020 and 20 closed out, a net change of +25 holders.
  • The largest State Street SPDR Portfolio S&P 500 ETF buyer in Q3 2020 was FormulaFolio Investments, an estimated $92.7M added.
  • The largest State Street SPDR Portfolio S&P 500 ETF seller in Q3 2020 was AlphaStar Capital Management, an estimated $47.9M sold.

Based on aggregated 13F filings for Q3 2020.