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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
FAIM
51
Financial Advocates Investment Management
Washington
$27M -$2.53M -51,491 -9%
MAS
52
Managed Account Services
Florida
$26.8M -$1.98M -40,348 -7%
MGIA
53
Moneta Group Investment Advisors
Missouri
$25.7M +$280K +5,714 +1%
ACG
54
Allen Capital Group
Nebraska
$25.5M +$528K +10,755 +2%
GP
55
Girard Partners
Pennsylvania
$23.8M +$2.89M +58,840 +14%
VFM
56
Vivid Financial Management
California
$23M +$926K +18,867 +4%
AA
57
Advisory Alpha
Michigan
$22.8M -$4.2M -85,646 -16%
GRP
58
Global Retirement Partners
California
$22M +$234K +4,770 +1%
NRA
59
NSI Retail Advisors
Pennsylvania
$21.7M +$21.2M +431,099 New
DA
60
Detalus Advisors
Missouri
$21.6M -$4.06M -82,779 -16%
RJFSA
61
Raymond James Financial Services Advisors
Florida
$21.2M +$485K +9,890 +2%
AC
62
Alexandria Capital
Virginia
$21.2M +$404K +8,232 +2%
VCM
63
Vivaldi Capital Management
Illinois
$21M +$140K +2,844 +0.7%
WCM
64
Windsor Capital Management
Arizona
$20.9M +$537K +10,940 +3%
EWM
65
Executive Wealth Management
Michigan
$20.6M +$741K +15,091 +4%
CWM
66
CCG Wealth Management
California
$20.5M +$2.81M +57,199 +16%
HGWM
67
Horst & Graben Wealth Management
Oregon
$19.7M +$2.81M +57,188 +17%
UBS Group
68
UBS Group
Switzerland
$19.2M -$434K -8,834 -2%
RIG
69
Roosevelt Investment Group
New York
$19.2M +$390K +7,939 +2%
C1AG
70
Client 1st Advisory Group
Florida
$19M -$7.02K -143 -0%
RA
71
RFG Advisory
Alabama
$18.1M -$115K -2,350 -0.6%
CWM
72
Cornerstone Wealth Management
Missouri
$18M +$877K +17,875 +5%
DJSG
73
D.J. St. Germain
Massachusetts
$17.7M +$16.6M +338,306 +2,552%
MFT
74
Moisand Fitzgerald Tamayo
Florida
$17.1M +$706K +14,379 +4%
PWA
75
Physician Wealth Advisors
Utah
$16.9M +$1.88M +38,309 +13%

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.