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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

491 hedge funds and large institutions have $8.34B invested in State Street SPDR Portfolio S&P 500 ETF in 2021 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 248 increasing their positions, 132 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

227% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 15

150% more call options, than puts

Call options by funds: $4.23M | Put options by funds: $1.69M

88% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 132

13% more capital invested

Capital invested by funds: $7.39B → $8.34B (+$955M)

9% more funds holding in top 10

Funds holding in top 10: 85 → 93 (+8)

6% more funds holding

Funds holding: 462 → 491 (+29)

0.76% more ownership

Funds ownership: 68.47% → 69.23% (+0.76%)

Holders
491
Holders Change
+29
Holders Change %
+6.28%
% of All Funds
8.59%
Holding in Top 10
93
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+9.41%
% of All Funds
1.63%
New
49
Increased
248
Reduced
132
Closed
15
Calls
$4.23M
Puts
$1.69M
Net Calls
+$2.54M
Net Calls Change
-$551K

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$195M
2
GI
Gradient Investments
Minnesota
+$155M
3
LPL Financial
LPL Financial
California
+$80.4M
4
Creative Planning
Creative Planning
Kansas
+$76.8M
5
BCM
Brookstone Capital Management
Illinois
+$76.2M

Top Sellers

Rank Fund Capital Flow
1
SMM
Stadion Money Management
Georgia
-$49.3M
2
ARC
Advisor Resource Council
Texas
-$44.8M
3
FAIM
Financial Advocates Investment Management
Washington
-$17.5M
4
WCFA
Walkner Condon Financial Advisors
Wisconsin
-$16.4M
5
AssetMark Inc
AssetMark Inc
California
-$7.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
G
26
GenTrust
Florida
$68.2M +$721K +13,902 +1%
BlackRock
27
BlackRock
New York
$65.1M +$13.8M +266,782 +26%
CIAS
28
CFS Investment Advisory Services
New Jersey
$59.3M +$61M +1,176,185 New
PWG
29
Private Wealth Group
Florida
$50.5M -$332K -6,392 -0.6%
AFG
30
Affinia Financial Group
Massachusetts
$42.7M +$581K +11,208 +1%
DJSG
31
D.J. St. Germain
Massachusetts
$42.3M +$25.3M +487,535 +139%
CPA
32
Clear Perspective Advisors
Illinois
$42.3M -$313K -6,041 -0.7%
WANY
33
Wealthspire Advisors (New York)
New York
$41M +$42.1M +812,196 New
LWA
34
Lenox Wealth Advisors
New York
$40.8M +$1.97M +37,910 +5%
AIM
35
Astor Investment Management
Illinois
$40.7M -$2.55M -49,146 -6%
NPI
36
New Perspectives Inc
Mississippi
$39M +$1.14M +22,039 +3%
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$38.4M – – –
CFG
38
Cooper Financial Group
California
$38.2M -$1.08M -20,873 -3%
ODG
39
O'Dell Group
Ohio
$37M -$884K -17,051 -2%
ACA
40
Aptus Capital Advisors
Alabama
$36.7M +$3.9M +75,129 +12%
MIAN
41
Mariner Independent Advisor Network
Kansas
$36.5M +$3M +57,912 +9%
CA
42
CSM Advisors
Pennsylvania
$34.9M +$1.01M +19,524 +3%
IWP
43
IAG Wealth Partners
Wisconsin
$34.8M +$4.02M +77,532 +13%
SB
44
Strategic Blueprint
Georgia
$33.9M +$2.27M +43,685 +7%
State Street
45
State Street
Massachusetts
$32.8M -$4.47M -86,126 -12%
GVAG
46
Great Valley Advisor Group
Delaware
$31.9M +$2.03M +39,161 +7%
ODFS
47
O'Donnell Financial Services
California
$31.6M +$32.5M +626,413 New
LAS
48
Lloyd Advisory Services
Georgia
$30.6M -$915K -17,650 -3%
GLA
49
Good Life Advisors
Pennsylvania
$30.6M +$612K +11,797 +2%
LFAS
50
Level Four Advisory Services
Texas
$30.3M +$29.6M +571,164 +1,904%
1
2
3 4 5

SPYM Hedge Fund Activity: Q3 2021 in Review

491 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 ETF (SPYM) for Q3 2021, worth a combined $8.34B — up 13% from $7.39B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new SPYM positions and 15 closed out — a net gain of 34 holders — while 248 added to existing stakes and 132 trimmed.

The largest buyer was Bank of America, adding an estimated $195M. The largest seller was Stadion Money Management, cutting an estimated $49.3M.

  • 491 institutional investors held State Street SPDR Portfolio S&P 500 ETF (SPYM) as of Q3 2021, up from 462 in Q2 2021.
  • Funds reported $8.34B of State Street SPDR Portfolio S&P 500 ETF stock for Q3 2021, up 13% quarter-over-quarter.
  • 49 funds opened new State Street SPDR Portfolio S&P 500 ETF positions in Q3 2021 and 15 closed out, a net change of +34 holders.
  • The largest State Street SPDR Portfolio S&P 500 ETF buyer in Q3 2021 was Bank of America, an estimated $195M added.
  • The largest State Street SPDR Portfolio S&P 500 ETF seller in Q3 2021 was Stadion Money Management, an estimated $49.3M sold.

Based on aggregated 13F filings for Q3 2021.