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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
AWM
401
Accel Wealth Management
Iowa
$96K
CAPTRUST Financial Advisors
402
CAPTRUST Financial Advisors
North Carolina
$91K
TIM
403
Tortoise Investment Management
New York
$90K
MFA
404
McClarren Financial Advisors
Pennsylvania
$90K +$87.4K +1,928 New
Fifth Third Bancorp
405
Fifth Third Bancorp
Ohio
$80K
EVM
406
Eaton Vance Management
Massachusetts
$77K +$74.5K +1,643 New
FA
407
Fortis Advisors
Pennsylvania
$77K +$74.6K +1,646 New
SBL
408
Sargent Bickham Lagudis
Colorado
$71K +$22.9K +506 +50%
SCA
409
Stonebridge Capital Advisors
Minnesota
$65K +$62.8K +1,384 New
KFI
410
Key Financial Inc
Pennsylvania
$63K +$5.85K +129 +11%
LWANC
411
Laurel Wealth Advisors (North Carolina)
North Carolina
$62K -$18.1K -400 -23%
DAC
412
Dividend Assets Capital
South Carolina
$60K
LWM
413
Liberty Wealth Management
California
$59K
EIP
414
Ellis Investment Partners
Pennsylvania
$57K +$227 +5 +0.4%
FWP
415
FAS Wealth Partners
Kansas
$52K
CFGS
416
Concourse Financial Group Securities
Alabama
$49K -$54K -1,190 -53%
VBCG
417
Valley Brook Capital Group
Pennsylvania
$48K +$47.2K +1,040 New
FFW
418
Fusion Family Wealth
New York
$47K +$544 +12 +1%
WAS
419
Winch Advisory Services
Wisconsin
$46K -$1.95K -43 -4%
MAM
420
Meeder Asset Management
Ohio
$46K -$1.36K -30 -3%
VFA
421
Valeo Financial Advisors
Indiana
$42K +$20.6K +455 +100%
BA
422
Ballast Advisors
Minnesota
$41K
Rockefeller Capital Management
423
Rockefeller Capital Management
New York
$39K -$3.04K -67 -7%
M
424
MOTCO
Texas
$39K
ICM
425
Islay Capital Management
Texas
$39K +$38.4K +846 New

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.