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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
GSWM
301
Golden State Wealth Management
California
$575K +$12.2K +269 +2%
DI
302
Diligent Investors
California
$574K -$68K -1,500 -11%
WP
303
WealthSource Partners
California
$573K +$278K +6,140 +100%
MP
304
McDonald Partners
Ohio
$572K +$3.99K +88 +0.7%
Fidelity Investments
305
Fidelity Investments
Massachusetts
$568K +$124K +2,735 +29%
AF
306
Aldebaran Financial
$567K -$12.5K -275 -2%
NGA
307
Naples Global Advisors
Florida
$542K
IA
308
Insight Advisors
Pennsylvania
$539K +$2.77K +61 +0.6%
TCM
309
Traynor Capital Management
Pennsylvania
$526K +$513K +11,304 New
RPCA
310
Running Point Capital Advisors
California
$523K
RWM
311
Ritholtz Wealth Management
New York
$522K -$69.6K -1,535 -12%
WFC
312
Western Financial Corp
California
$521K -$31.1K -686 -6%
JWCA
313
J.W. Cole Advisors
Florida
$501K +$187K +4,124 +62%
NA
314
Nottingham Advisors
New York
$498K +$77.1K +1,701 +19%
TSS
315
Two Sigma Securities
New York
$494K -$942K -20,783 -66%
Susquehanna International Group
316
Susquehanna International Group
Pennsylvania
$474K -$1.22M -26,929 -73%
AUB
317
Atlantic Union Bankshares
Virginia
$468K -$94.3K -2,079 -17%
CPIG
318
Chicago Partners Investment Group
Illinois
$461K
AMM
319
American Money Management
California
$458K -$44.4K -978 -9%
WSTAM
320
Wilbanks Smith & Thomas Asset Management
Virginia
$451K
SFG
321
Sovereign Financial Group
Connecticut
$447K +$6.03K +133 +1%
NFG
322
Next Financial Group
Texas
$444K +$54.6K +1,204 +14%
IIC
323
Integrated Investment Consultants
Michigan
$429K +$417K +9,200 New
SWM
324
Sculati Wealth Management
Michigan
$425K -$80K -1,764 -16%
PG
325
Prostatis Group
Maryland
$423K -$218K -4,806 -35%

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.