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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
MA
151
MJP Associates
Connecticut
$5.63M +$310K +6,310 +6%
CCM
152
Condor Capital Management
New Jersey
$5.57M -$5.84M -118,933 -52%
CIA
153
Compass Ion Advisors
Pennsylvania
$5.4M -$795K -16,191 -13%
EGA
154
E&G Advisors
Texas
$5.31M -$5.18M -105,537 Closed
IWM
155
IHT Wealth Management
Illinois
$5.31M +$79.9K +1,628 +2%
RJA
156
Raymond James & Associates
Florida
$5.24M +$1.85M +37,617 +57%
CAG
157
Csenge Advisory Group
Florida
$5.17M +$103K +2,097 +2%
CF
158
Centaurus Financial
California
$4.98M -$213K -4,333 -4%
FHA
159
Flagship Harbor Advisors
Massachusetts
$4.94M +$958K +19,512 +25%
FWP
160
Firethorn Wealth Partners
Georgia
$4.88M +$380K +7,734 +9%
AWA
161
Arete Wealth Advisors
Illinois
$4.77M +$730K +14,875 +8%
BAM
162
Belpointe Asset Management
Nevada
$4.63M -$140K -2,848 -3%
AI
163
Atria Investments
North Carolina
$4.52M +$86.6K +1,765 +2%
CWA
164
Clarus Wealth Advisors
Arizona
$4.5M +$626K +12,757 +17%
CAS
165
Cascadia Advisory Services
Oregon
$4.49M -$255K -5,204 -6%
CPA
166
Capital Planning Advisors
California
$4.47M +$191K +3,896 +5%
CA
167
Continuum Advisory
Idaho
$4.4M +$310K +6,312 +8%
PWPS
168
Pinnacle Wealth Planning Services
Ohio
$4.34M +$132K +2,693 +3%
PFGIA
169
Patriot Financial Group Insurance Agency
Massachusetts
$4.27M -$117K -2,377 -3%
FCA
170
FLC Capital Advisors
California
$4.23M +$227K +4,626 +6%
TCWA
171
Ten Capital Wealth Advisors
Washington
$4.11M -$26K -530 -0.6%
CC
172
Copperleaf Capital
North Carolina
$4.08M -$28.6K -583 -0.7%
FCI
173
Financial Counselors Inc
Kansas
$4.07M -$22.8K -464 -0.6%
FP
174
Fiduciary Planning
Florida
$4.06M +$3.96M +80,635 New
HWMA
175
Heritage Wealth Management (Arizona)
Arizona
$4.01M +$3.91M +79,669 New

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.