We are live on ! Find out more
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
JWM
451
Janiczek Wealth Management
Colorado
$2K
AA
452
Ancora Advisors
Ohio
$1K -$136 -3 -16%
LF
453
Lee Financial
Texas
$1K
MPCG
454
Matrix Private Capital Group
New York
$1K +$317 +7 +32%
CAAS
455
Capital Asset Advisory Services
Michigan
$1K +$453 +10 +50%
BWP
456
Baldwin Wealth Partners
Massachusetts
$1K +$1.04K +23 New
SW
457
SteelPeak Wealth
California
-$27.8M -632,929 Closed
SS
458
Simplicity Solutions
Minnesota
-$22.4M -509,945 Closed
MUAMU
459
Mitsubishi UFJ Asset Management (UK)
United Kingdom
-$13.2M -300,000 Closed
FFN
460
Focus Financial Network
Minnesota
-$12.4M -281,752 Closed
AFWM
461
AMJ Financial Wealth Management
Virginia
-$723K -16,457 Closed
BCP
462
Berkeley Capital Partners
Georgia
-$711K -16,172 Closed
MSFS
463
Main Street Financial Solutions
Pennsylvania
-$424K -9,655 Closed
SWPG
464
Strategic Wealth Partners Group
Illinois
-$313K -7,130 Closed
HPC
465
Hobart Private Capital
North Carolina
-$274K -6,233 Closed
VWA
466
Visionary Wealth Advisors
Illinois
-$255K -5,792 Closed
JSL
467
JT Stratford LLC
Georgia
-$245K -5,571 Closed
BCA
468
Biltmore Capital Advisors
New Jersey
-$243K -5,527 Closed
CA
469
CapWealth Advisors
Tennessee
-$234K -5,333 Closed
OAP
470
One Advisory Partners
Kansas
-$201K -4,568 Closed
CC
471
Courier Capital
New York
-$200K -4,552 Closed
BWA
472
Burt Wealth Advisors
Maryland
-$141K -3,200 Closed
OIM
473
Oder Investment Management
California
-$104K -2,363 Closed
WFA
474
WestHill Financial Advisors
California
-$89K -2,033 Closed
GA
475
GoalVest Advisory
New York
-$3K -75 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.