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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
MGIA
51
Moneta Group Investment Advisors
Missouri
$23.5M +$1.68M +37,148 +8%
ACG
52
Allen Capital Group
Nebraska
$23.1M -$3.32M -73,224 -13%
VFM
53
Vivid Financial Management
California
$20.4M -$532K -11,740 -3%
MML Investors Services
54
MML Investors Services
Massachusetts
$20.2M -$2.07M -45,730 -10%
GRP
55
Global Retirement Partners
California
$20.1M +$3.59M +79,183 +22%
VCM
56
Vivaldi Capital Management
Illinois
$19.4M +$707K +15,583 +4%
GP
57
Girard Partners
Pennsylvania
$19.3M +$1.74M +38,400 +10%
AC
58
Alexandria Capital
Virginia
$19.2M -$25.6K -565 -0.1%
RJFSA
59
Raymond James Financial Services Advisors
Florida
$19.2M +$108K +2,378 +0.6%
WCM
60
Windsor Capital Management
Arizona
$18.9M +$2.18M +48,146 +14%
EWM
61
Executive Wealth Management
Michigan
$18.4M +$982K +21,648 +6%
UBS Group
62
UBS Group
Switzerland
$18.2M +$177K +3,898 +1%
C1AG
63
Client 1st Advisory Group
Florida
$17.6M +$1.7M +37,529 +11%
RIG
64
Roosevelt Investment Group
New York
$17.4M +$801K +17,657 +5%
RA
65
RFG Advisory
Alabama
$16.9M -$83.9K -1,851 -0.5%
FI
66
FormulaFolio Investments
Michigan
$16.6M -$64.7M -1,426,781 -81%
CWM
67
CCG Wealth Management
California
$16.3M +$3.52M +77,624 +28%
CWM
68
Cornerstone Wealth Management
Missouri
$15.9M +$557K +12,291 +4%
HGWM
69
Horst & Graben Wealth Management
Oregon
$15.6M +$1.75M +38,579 +13%
APC
70
Aspire Private Capital
North Carolina
$15.4M -$1.29M -28,360 -8%
MFT
71
Moisand Fitzgerald Tamayo
Florida
$15.1M +$80.1K +1,767 +0.5%
WCFA
72
Walkner Condon Financial Advisors
Wisconsin
$15.1M -$1.39M -30,582 -9%
SRSA
73
S.R. Schill & Associates
Washington
$14.7M +$195K +4,290 +1%
AAS
74
Annex Advisory Services
Wisconsin
$14.5M -$849K -18,729 -6%
APW
75
Austin Private Wealth
Texas
$14.5M +$485K +10,696 +4%

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.