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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
TCM
101
Towercrest Capital Management
Pennsylvania
$10.9M -$257K -5,237 -2%
RIS
102
Retirement Income Solutions
Michigan
$10.9M -$2.44M -49,760 -19%
RC
103
RBF Capital
California
$10.8M
CI
104
CX Institutional
Indiana
$10.7M -$1.55M -31,656 -13%
GG
105
GenWealth Group
New Jersey
$10.4M -$749K -15,252 -7%
AWA
106
ARQ Wealth Advisors
Arizona
$10.4M -$3.75M -76,460 -27%
NEIRG
107
New England Investment & Retirement Group
Massachusetts
$10.2M +$795K +16,208 +9%
K
108
Kemper
Illinois
$10M -$1.68M -34,233 -15%
AF
109
Advisornet Financial
Minnesota
$9.96M -$138K -2,812 -1%
FPWM
110
FSB Premier Wealth Management
Iowa
$9.52M -$167K -3,393 -2%
AFP
111
Ausdal Financial Partners
Iowa
$9.45M -$283K -5,763 -3%
ODCM
112
Old Dominion Capital Management
Virginia
$9.29M -$159K -3,241 -2%
CWA
113
Clearview Wealth Advisors
Oregon
$8.92M +$70.8K +1,443 +0.8%
PAS
114
Park Avenue Securities
New York
$8.88M +$2.13M +43,494 +33%
AWMG
115
Alliance Wealth Management Group
New Jersey
$8.85M -$224K -4,569 -3%
BWG
116
Beta Wealth Group
California
$8.72M +$27.7K +565 +0.3%
KTC
117
Kistler-Tiffany Companies
Pennsylvania
$8.57M +$248K +5,053 +3%
Commonwealth Equity Services
118
Commonwealth Equity Services
Massachusetts
$8.42M +$5.9M +120,288 +256%
American Century Companies
119
American Century Companies
Missouri
$8.41M +$2.47M +50,400 +43%
SWA
120
Stratos Wealth Advisors
Ohio
$8.23M +$499K +10,166 +7%
SFI
121
SPC Financial Inc
Maryland
$8.17M +$2.72M +55,469 +52%
CWA
122
Centennial Wealth Advisory
Michigan
$8.01M +$615K +12,531 +9%
SW
123
SkyOak Wealth
Michigan
$7.91M -$21.9K -447 -0.3%
KAS
124
Kestra Advisory Services
Texas
$7.83M +$2.32M +47,352 +44%
SSWM
125
Sheets Smith Wealth Management
North Carolina
$7.81M -$97.8K -1,992 -1%

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.