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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
FPWM
101
FSB Premier Wealth Management
Iowa
$8.98M -$2.29M -50,517 -21%
ODCM
102
Old Dominion Capital Management
Virginia
$8.75M -$507K -11,177 -6%
NEIRG
103
New England Investment & Retirement Group
Massachusetts
$8.65M +$303K +6,691 +4%
AWA
104
Arete Wealth Advisors
Illinois
$8.62M -$27.3K -603 -0.3%
AWMG
105
Alliance Wealth Management Group
New Jersey
$8.4M -$171K -3,773 -2%
TA
106
Tectonic Advisors
Texas
$8.26M +$4.24M +93,564 +112%
CWA
107
Clearview Wealth Advisors
Oregon
$8.19M -$1.17M -25,761 -13%
BWG
108
Beta Wealth Group
California
$8.04M +$79.7K +1,757 +1%
PWP
109
Personal Wealth Partners
Minnesota
$8.01M +$7.8M +171,943 New
PFM
110
Parsec Financial Management
North Carolina
$7.79M -$6.49K -143 -0.1%
KBFS
111
Kohmann Bosshard Financial Services
Ohio
$7.75M -$93.6K -2,065 -1%
SW
112
SkyOak Wealth
Michigan
$7.73M -$312K -6,886 -4%
KTC
113
Kistler-Tiffany Companies
Pennsylvania
$7.71M +$238K +5,256 +3%
OWA
114
One Wealth Advisors
California
$7.42M +$5.33M +117,474 +281%
SSWM
115
Sheets Smith Wealth Management
North Carolina
$7.32M +$463K +10,218 +7%
SWA
116
Stratos Wealth Advisors
Ohio
$7.14M +$656K +14,472 +10%
Mercer Global Advisors
117
Mercer Global Advisors
Colorado
$7.03M +$5.13M +113,047 +299%
V
118
Veritable
Delaware
$6.95M
CWA
119
Centennial Wealth Advisory
Michigan
$6.84M +$414K +9,135 +7%
GM
120
GeoWealth Management
Illinois
$6.8M -$340K -7,501 -5%
HighTower Advisors
121
HighTower Advisors
Illinois
$6.75M +$367K +8,087 +6%
TRCT
122
Tower Research Capital (TRC)
New York
$6.64M +$5.08M +112,054 +367%
PA
123
PSI Advisors
Florida
$6.55M +$4.95M +109,175 +347%
ACP
124
Aveo Capital Partners
Colorado
$6.51M +$6.33M +139,651 New
HI
125
Harbour Investments
Wisconsin
$6.29M +$6.12M +134,999 New

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.