We are live on ! Find out more
SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

423 hedge funds and large institutions have $5.23B invested in State Street SPDR Portfolio S&P 500 ETF in 2020 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 167 increasing their positions, 136 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

425% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 16

23% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 136

18% more capital invested

Capital invested by funds: $4.44B → $5.23B (+$787M)

18% more funds holding

Funds holding: 360 → 423 (+63)

13% more funds holding in top 10

Funds holding in top 10: 68 → 77 (+9)

0.31% more ownership

Funds ownership: 66.95% → 67.27% (+0.31%)

98% less call options, than puts

Call options by funds: $1.09M | Put options by funds: $54.8M

Holders
423
Holders Change
+63
Holders Change %
+17.5%
% of All Funds
7.48%
Holding in Top 10
77
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+13.24%
% of All Funds
1.36%
New
84
Increased
167
Reduced
136
Closed
16
Calls
$1.09M
Puts
$54.8M
Net Calls
-$53.7M
Net Calls Change
-$54.1M

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$78.4M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$72M
3
Ameriprise
Ameriprise
Minnesota
+$53.6M
4
ACM
AlphaStar Capital Management
North Carolina
+$53.2M
5
5L
55I LLC
Massachusetts
+$47.8M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$318M
2
FI
FormulaFolio Investments
Michigan
-$90.3M
3
G
GenTrust
Florida
-$45M
4
AssetMark Inc
AssetMark Inc
California
-$26.2M
5
SMM
Stadion Money Management
Georgia
-$21.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
251
Beacon Financial Advisory
Ohio
$968K +$357K +8,561 +64%
TFA
252
Teamwork Financial Advisors
Texas
$960K -$292 -7 -0%
KM
253
Kalos Management
Georgia
$931K +$240K +5,763 +38%
SMC
254
Smith, Moore & Co
Missouri
$913K +$2.46K +59 +0.3%
SFM
255
Signet Financial Management
New Jersey
$911K -$12K -287 -1%
CC
256
Cedar Capital
Illinois
$903K +$857K +20,544 New
DI
257
DFPG Investments
Utah
$897K +$74.7K +1,792 +10%
OIA
258
OneDigital Investment Advisors
Kansas
$886K +$10.4K +249 +1%
EWM
259
Echo Wealth Management
Minnesota
$874K +$829K +19,887 New
CA
260
Cetera Advisors
Colorado
$872K +$250K +5,990 +43%
CFD
261
Creative Financial Designs
Indiana
$851K +$267K +6,413 +50%
TCA
262
Transcend Capital Advisors
New Jersey
$819K +$97.2K +2,332 +14%
Koshinski Asset Management
263
Koshinski Asset Management
Illinois
$769K -$389K -9,333 -35%
TF
264
TLWM Financial
Texas
$758K +$24K +575 +3%
RSWM
265
Robertson Stephens Wealth Management
California
$750K -$247K -5,924 -26%
HF
266
HRT Financial
New York
$738K +$701K +16,809 New
BFA
267
Bluestem Financial Advisors
Illinois
$729K +$1.58K +38 +0.2%
FMN
268
Financial Management Network
California
$725K +$670K +16,068 New
AFWM
269
AMJ Financial Wealth Management
Virginia
$723K +$32.3K +774 +5%
IWA
270
Intercontinental Wealth Advisors
Texas
$711K +$274K +6,571 +68%
BCP
271
Berkeley Capital Partners
Georgia
$711K +$674K +16,172 New
Citigroup
272
Citigroup
New York
$698K +$61.8K +1,483 +10%
LFAS
273
Level Four Advisory Services
Texas
$693K -$108K -2,584 -14%
LAS
274
Lloyd Advisory Services
Georgia
$668K -$29.5K -707 -4%
OGF
275
Orin Green Financial
California
$663K +$629K +15,076 New
9 10
11
12 13

SPYM Hedge Fund Activity: Q4 2020 in Review

423 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 ETF (SPYM) for Q4 2020, worth a combined $5.23B — up 18% from $4.44B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new SPYM positions and 16 closed out — a net gain of 68 holders — while 167 added to existing stakes and 136 trimmed.

The largest buyer was LPL Financial, adding an estimated $78.4M. The largest seller was Bank of America, cutting an estimated $318M.

  • 423 institutional investors held State Street SPDR Portfolio S&P 500 ETF (SPYM) as of Q4 2020, up from 360 in Q3 2020.
  • Funds reported $5.23B of State Street SPDR Portfolio S&P 500 ETF stock for Q4 2020, up 18% quarter-over-quarter.
  • 84 funds opened new State Street SPDR Portfolio S&P 500 ETF positions in Q4 2020 and 16 closed out, a net change of +68 holders.
  • The largest State Street SPDR Portfolio S&P 500 ETF buyer in Q4 2020 was LPL Financial, an estimated $78.4M added.
  • The largest State Street SPDR Portfolio S&P 500 ETF seller in Q4 2020 was Bank of America, an estimated $318M sold.

Based on aggregated 13F filings for Q4 2020.