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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
DWP
426
Destiny Wealth Partners
Florida
$36K
CAC
427
Certified Advisory Corp
Florida
$36K +$34.8K +768 New
MHR
428
Matthew Hamilton Rosenberg
$34K
GWSG
429
GPS Wealth Strategies Group
Colorado
$34K +$33.5K +739 New
S
430
SignatureFD
Georgia
$24K +$3.99K +88 +21%
MPWT
431
MassMutual Private Wealth & Trust
Connecticut
$22K
AIL
432
AGF Investments LLC
Ontario, Canada
$15K -$2.58K -57 -15%
NFSG
433
Newbridge Financial Services Group
Florida
$15K +$14.6K +323 New
NWM
434
Navigation Wealth Management
Colorado
$15K +$14.9K +329 New
PCG
435
Private Capital Group
Connecticut
$13K
BCA
436
Bray Capital Advisors
Florida
$12K
PA
437
Parallel Advisors
California
$12K
HFA
438
HC Financial Advisors
California
$11K
GTAM
439
Global Trust Asset Management
Florida
$8K +$45 +1 +0.6%
BSG
440
Black Swift Group
Colorado
$7K -$2.88M -63,619 -100%
AIP
441
Ameritas Investment Partners
Nebraska
$5K
JP Morgan Chase
442
JP Morgan Chase
New York
$5K
TCOV
443
Trust Company of Vermont
Vermont
$4K +$3.85K +85 New
WAS
444
Wealth Advisory Solutions
Indiana
$3K -$192K -4,238 -6%
BW
445
Bison Wealth
Georgia
$3K
GEA
446
Glen Eagle Advisors
New Jersey
$2.7K
LFG
447
Larson Financial Group
Missouri
$2K -$45 -1 -3%
CFA
448
Carroll Financial Associates
North Carolina
$2K
GAM
449
Gemmer Asset Management
California
$2K
HIA
450
Harbor Investment Advisory
Maryland
$2K

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.