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SPYM

State Street SPDR Portfolio S&P 500 ETF

462 hedge funds and large institutions have $7.39B invested in State Street SPDR Portfolio S&P 500 ETF in 2021 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 226 increasing their positions, 143 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

602% more call options, than puts

Call options by funds: $3.6M | Put options by funds: $513K

58% more repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 143

47% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 30

17% more capital invested

Capital invested by funds: $6.32B → $7.39B (+$1.07B)

9% more funds holding in top 10

Funds holding in top 10: 7885 (+7)

2% more funds holding

Funds holding: 455462 (+7)

0.62% more ownership

Funds ownership: 67.85%68.47% (+0.62%)

Holders
462
Holders Change
+7
Holders Change %
+1.54%
% of All Funds
8.04%
Holding in Top 10
85
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+8.97%
% of All Funds
1.48%
New
44
Increased
226
Reduced
143
Closed
30
Calls
$3.6M
Puts
$513K
Net Calls
+$3.09M
Net Calls Change
+$1.38M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
26
BlackRock
New York
$51.5M +$19.7M +400,968 +64%
PWG
27
Private Wealth Group
Florida
$50.7M -$820K -16,704 -2%
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$49.8M
ARC
29
Advisor Resource Council
Texas
$46.7M +$45.5M +927,139 New
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$45.4M
AIM
31
Astor Investment Management
Illinois
$43.1M -$512K -10,431 -1%
CPA
32
Clear Perspective Advisors
Illinois
$42.5M +$3.29M +66,944 +9%
AFG
33
Affinia Financial Group
Massachusetts
$40.9M +$177K +3,615 +0.5%
CFG
34
Cooper Financial Group
California
$39.2M +$2.1M +42,715 +6%
LWA
35
Lenox Wealth Advisors
New York
$38.7M +$5.49M +111,948 +17%
NPI
36
New Perspectives Inc
Mississippi
$37.8M +$36.9M +750,902 New
ODG
37
O'Dell Group
Ohio
$37.7M -$38.8K -790 -0.1%
State Street
38
State Street
Massachusetts
$37M +$9.1M +185,498 +34%
CA
39
CSM Advisors
Pennsylvania
$33.9M +$33M +673,022 New
MIAN
40
Mariner Independent Advisor Network
Kansas
$33.5M +$1.41M +28,783 +5%
ACA
41
Aptus Capital Advisors
Alabama
$32.8M +$1.34M +27,396 +4%
SB
42
Strategic Blueprint
Georgia
$31.7M +$1.56M +31,748 +5%
LAS
43
Lloyd Advisory Services
Georgia
$31.4M +$107K +2,171 +0.3%
IWP
44
IAG Wealth Partners
Wisconsin
$30.9M +$1.41M +28,727 +5%
GLA
45
Good Life Advisors
Pennsylvania
$30M +$3.34M +68,112 +13%
GVAG
46
Great Valley Advisor Group
Delaware
$29.8M +$2.62M +53,313 +10%
MML Investors Services
47
MML Investors Services
Massachusetts
$28.4M +$6.44M +131,169 +30%
SFP
48
Strategic Financial Partners
Oregon
$28.4M +$337K +6,865 +1%
BFA
49
Brown Financial Advisory
Alabama
$28.2M +$735K +14,985 +3%
BC
50
Brio Consultants
California
$27.3M +$540K +11,003 +2%

SPYM Hedge Fund Activity: Q2 2021 in Review

462 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 ETF (SPYM) for Q2 2021, worth a combined $7.39B — up 17% from $6.32B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new SPYM positions and 30 closed out — a net gain of 14 holders — while 226 added to existing stakes and 143 trimmed.

The largest buyer was Brookstone Capital Management, opening a new position worth an estimated $81M. The largest seller was Stadion Money Management, cutting an estimated $69.8M.

  • 462 institutional investors held State Street SPDR Portfolio S&P 500 ETF (SPYM) as of Q2 2021, up from 455 in Q1 2021.
  • Funds reported $7.39B of State Street SPDR Portfolio S&P 500 ETF stock for Q2 2021, up 17% quarter-over-quarter.
  • 44 funds opened new State Street SPDR Portfolio S&P 500 ETF positions in Q2 2021 and 30 closed out, a net change of +14 holders.
  • The largest State Street SPDR Portfolio S&P 500 ETF buyer in Q2 2021 was Brookstone Capital Management, an estimated $81M added.
  • The largest State Street SPDR Portfolio S&P 500 ETF seller in Q2 2021 was Stadion Money Management, an estimated $69.8M sold.

Based on aggregated 13F filings for Q2 2021.