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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
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$49.8M
PWG
27
Private Wealth Group
Florida
$47.7M +$11.2M +247,158 +32%
AIM
28
Astor Investment Management
Illinois
$40.4M -$4.06M -89,559 -9%
AFG
29
Affinia Financial Group
Massachusetts
$38.8M +$42.6K +940 +0.1%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$36.7M
CPA
31
Clear Perspective Advisors
Illinois
$36.2M -$683K -15,051 -2%
ODG
32
O'Dell Group
Ohio
$35M -$1.41M -31,091 -4%
CFG
33
Cooper Financial Group
California
$34.3M -$526K -11,605 -2%
LWA
34
Lenox Wealth Advisors
New York
$30.7M +$2.76M +60,822 +10%
MIAN
35
Mariner Independent Advisor Network
Kansas
$29.6M -$2.77M -61,050 -9%
ACA
36
Aptus Capital Advisors
Alabama
$29.1M +$6.25M +137,720 +28%
BlackRock
37
BlackRock
New York
$29M +$17.8M +392,800 +171%
LAS
38
Lloyd Advisory Services
Georgia
$29M +$27.5M +607,392 +3,996%
SB
39
Strategic Blueprint
Georgia
$27.8M +$1.5M +33,150 +6%
FAIM
40
Financial Advocates Investment Management
Washington
$27.4M -$5.46M -120,302 -17%
IWP
41
IAG Wealth Partners
Wisconsin
$27.2M +$1.25M +27,464 +5%
MAS
42
Managed Account Services
Florida
$26.7M -$236K -5,212 -0.9%
SFP
43
Strategic Financial Partners
Oregon
$25.9M +$3.03M +66,812 +14%
State Street
44
State Street
Massachusetts
$25.6M -$2.88M -63,491 -10%
BFA
45
Brown Financial Advisory
Alabama
$25.4M +$1.16M +25,525 +5%
AA
46
Advisory Alpha
Michigan
$25.2M -$14.5M -320,790 -37%
GVAG
47
Great Valley Advisor Group
Delaware
$25.1M +$1.98M +43,690 +9%
BC
48
Brio Consultants
California
$24.8M +$765K +16,865 +3%
GLA
49
Good Life Advisors
Pennsylvania
$24.6M +$2.07M +45,624 +9%
DA
50
Detalus Advisors
Missouri
$23.9M +$620K +13,663 +3%

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.