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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$195M |
| 2 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$155M |
| 3 |
LPL Financial
San Diego,
California
|
+$80.4M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
+$76.8M |
| 5 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$76.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
-$49.3M |
| 2 |
ARC
Advisor Resource Council
Dallas,
Texas
|
-$44.8M |
| 3 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
-$17.5M |
| 4 |
WCFA
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
-$16.4M |
| 5 |
AssetMark Inc
Concord,
California
|
-$7.16M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FPW
501
Flagship Private Wealth
Woburn,
Massachusetts
| – | -$162K | -3,167 | Closed |
|
|
SQA
502
Simon Quick Advisors
Morristown,
New Jersey
| – | -$130K | -2,594 | Closed |
|
503
Barclays
London,
United Kingdom
| – | -$32K | -643 | Closed |
|
|
TCOV
504
Trust Company of Vermont
Brattleboro,
Vermont
| – | -$4K | -85 | Closed |
|
|
GWS
505
Glassman Wealth Services
Vienna,
Virginia
| – | +$104 | +2 | New |
|
|
EVM
506
Eaton Vance Management
Boston,
Massachusetts
| – | +$49.3K | +950 | +27% |
|
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.