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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$78.4M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$72M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$53.6M |
| 4 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
+$53.2M |
| 5 |
5L
55I LLC
Boston,
Massachusetts
|
+$47.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$318M |
| 2 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
-$90.3M |
| 3 |
G
GenTrust
Miami,
Florida
|
-$45M |
| 4 |
AssetMark Inc
Concord,
California
|
-$26.2M |
| 5 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
-$21.8M |
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.