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SPYM

State Street SPDR Portfolio S&P 500 ETF

455 hedge funds and large institutions have $6.32B invested in State Street SPDR Portfolio S&P 500 ETF in 2021 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 187 increasing their positions, 160 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more call options, than puts

Call options by funds: $2.49M | Put options by funds: $783K

159% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 22

21% more capital invested

Capital invested by funds: $5.23B → $6.32B (+$1.09B)

17% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 160

8% more funds holding

Funds holding: 423455 (+32)

1% more funds holding in top 10

Funds holding in top 10: 7778 (+1)

0.59% more ownership

Funds ownership: 67.27%67.85% (+0.59%)

Holders
455
Holders Change
+32
Holders Change %
+7.57%
% of All Funds
7.99%
Holding in Top 10
78
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.3%
% of All Funds
1.37%
New
57
Increased
187
Reduced
160
Closed
22
Calls
$2.49M
Puts
$783K
Net Calls
+$1.71M
Net Calls Change
+$55.4M
Name Holding Trade Value Shares
Change
Change in
Stake
OGF
276
Orin Green Financial
California
$819K +$113K +2,497 +17%
Koshinski Asset Management
277
Koshinski Asset Management
Illinois
$804K -$10.7K -235 -1%
TF
278
TLWM Financial
Texas
$803K -$2.18K -48 -0.3%
RSWM
279
Robertson Stephens Wealth Management
California
$795K
VC
280
Vicus Capital
Pennsylvania
$790K +$197K +4,349 +34%
PFA
281
Professional Financial Advisors
Nebraska
$782K -$694K -15,293 -48%
IWA
282
Intercontinental Wealth Advisors
Texas
$782K +$28.1K +620 +4%
BFA
283
Bluestem Financial Advisors
Illinois
$774K +$1.63K +36 +0.2%
CW
284
CreativeOne Wealth
Kansas
$732K -$942K -20,763 -57%
BCI
285
Brinker Capital Investments
Pennsylvania
$726K +$112K +2,464 +19%
HF
286
HRT Financial
New York
$711K -$69.6K -1,535 -9%
CIAS
287
Capital Investment Advisory Services
North Carolina
$701K
ASN
288
Advisory Services Network
Georgia
$676K -$10.1K -222 -2%
KM
289
Kalos Management
Georgia
$663K -$333K -7,339 -35%
OIM
290
Opus Investment Management
Massachusetts
$655K +$637K +14,050 New
Citigroup
291
Citigroup
New York
$650K -$87.4K -1,927 -12%
W
292
Wealthquest
Ohio
$647K -$51K -1,124 -7%
TA
293
TrueWealth Advisors
Alabama
$642K +$601K +13,243 New
FMC
294
Financial Management Concepts
Florida
$630K +$20.7K +456 +4%
HAS
295
HBW Advisory Services
California
$630K +$169K +3,735 +38%
EWM
296
Echo Wealth Management
Minnesota
$629K -$290K -6,397 -32%
QC
297
QCM Cayman
Texas
$622K -$1.12M -24,743 -65%
DJSG
298
D.J. St. Germain
Massachusetts
$618K +$601K +13,255 New
ADL
299
Asset Dedication LLC
California
$616K -$2.99K -66 -0.5%
JSA
300
Jacobson & Schmitt Advisors
Wisconsin
$595K +$259K +5,701 +81%

SPYM Hedge Fund Activity: Q1 2021 in Review

455 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 ETF (SPYM) for Q1 2021, worth a combined $6.32B — up 21% from $5.23B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new SPYM positions and 22 closed out — a net gain of 35 holders — while 187 added to existing stakes and 160 trimmed.

The largest buyer was Bank of America, adding an estimated $418M. The largest seller was FormulaFolio Investments, cutting an estimated $64.7M.

  • 455 institutional investors held State Street SPDR Portfolio S&P 500 ETF (SPYM) as of Q1 2021, up from 423 in Q4 2020.
  • Funds reported $6.32B of State Street SPDR Portfolio S&P 500 ETF stock for Q1 2021, up 21% quarter-over-quarter.
  • 57 funds opened new State Street SPDR Portfolio S&P 500 ETF positions in Q1 2021 and 22 closed out, a net change of +35 holders.
  • The largest State Street SPDR Portfolio S&P 500 ETF buyer in Q1 2021 was Bank of America, an estimated $418M added.
  • The largest State Street SPDR Portfolio S&P 500 ETF seller in Q1 2021 was FormulaFolio Investments, an estimated $64.7M sold.

Based on aggregated 13F filings for Q1 2021.