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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
SPC
326
Sigma Planning Corp
Michigan
$422K +$77.8K +1,716 +23%
Millennium Management
327
Millennium Management
New York
$406K +$395K +8,714 New
MFG
328
Magnus Financial Group
New York
$401K +$42.1K +929 +12%
DADC
329
D.A. Davidson & Co
Montana
$400K +$389K +8,581 New
NAS
330
Nicolet Advisory Services
Wisconsin
$398K +$3.72K +82 +1%
FFG
331
Frisch Financial Group
New York
$395K -$3.08K -68 -0.8%
APA
332
American Portfolios Advisors
New York
$382K +$89.1K +1,964 +32%
CM
333
Churchill Management
California
$377K +$132K +2,919 +56%
NA
334
NewEdge Advisors
Louisiana
$373K -$40.4K -890 -10%
GSIS
335
Global Strategic Investment Solutions
Arizona
$373K
GI
336
Gradient Investments
Minnesota
$359K +$123K +2,723 +55%
HIP
337
HUB Investment Partners
Texas
$346K +$65.8K +1,450 +24%
CBFP
338
Cedar Brook Financial Partners
Ohio
$341K +$31.8K +702 +11%
IAN
339
Integrated Advisors Network
Texas
$332K +$88.9K +1,960 +38%
PWM
340
Perigon Wealth Management
California
$324K -$16.5K -364 -5%
AIM
341
Arcadia Investment Management
Michigan
$321K
TI
342
Trexquant Investment
Connecticut
$319K +$310K +6,844 New
SWM
343
Spire Wealth Management
Virginia
$319K +$332K +7,311 New
TCMP
344
Thrive Capital Management (Pennsylvania)
Pennsylvania
$314K +$10.5K +232 +4%
CIA
345
Capital Investment Advisors
Georgia
$308K +$907 +20 +0.3%
TA
346
TFG Advisers
Michigan
$305K +$15.3K +337 +5%
MWPCG
347
Measured Wealth Private Client Group
New Hampshire
$302K -$251K -5,536 -46%
CWM
348
Campbell Wealth Management
Virginia
$298K
IFWM
349
Institute for Wealth Management
Colorado
$297K -$1.63K -36 -0.6%
VR
350
Viridian RIA
Washington
$291K -$221K -4,870 Closed

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.