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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
Creative Planning
1
Creative Planning
Kansas
$612M +$47.7M +1,052,265 +9%
SMM
2
Stadion Money Management
Georgia
$605M -$28.1M -619,127 -5%
Bank of America
3
Bank of America
North Carolina
$487M +$418M +9,224,767 +757%
AssetMark Inc
4
AssetMark Inc
California
$278M -$10.2M -224,687 -4%
LPL Financial
5
LPL Financial
California
$254M +$7.66M +168,814 +3%
Financial Engines Advisors
6
Financial Engines Advisors
California
$202M +$16.7M +367,300 +9%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$157M -$719K -15,858 -0.5%
WAP
8
Wealthcare Advisory Partners
Pennsylvania
$155M +$4.86M +107,133 +3%
Ameriprise
9
Ameriprise
Minnesota
$125M +$50.1M +1,104,625 +70%
Osaic Holdings
10
Osaic Holdings
Arizona
$110M +$4.09M +90,198 +4%
AWM
11
AE Wealth Management
Kansas
$101M +$65.5M +1,444,195 +200%
CCMG
12
Clark Capital Management Group
Pennsylvania
$101M +$49.4M +1,089,556 +102%
Wells Fargo
13
Wells Fargo
California
$89.5M -$5.8M -127,858 -6%
5L
14
55I LLC
Massachusetts
$88.6M +$22.7M +500,773 +36%
PAG
15
Private Advisor Group
New Jersey
$87.4M +$48.6M +1,071,730 +134%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$86.5M +$11.6M +255,354 +16%
TC
17
Trilogy Capital
California
$82.1M +$3.46M +76,197 +5%
PWA
18
Peterson Wealth Advisors
Utah
$80.8M +$2.42M +53,419 +3%
CAL
19
Capital Analysts LLC
Pennsylvania
$77.8M +$1.18M +25,933 +2%
Morgan Stanley
20
Morgan Stanley
New York
$70.5M +$4.69M +103,417 +7%
ACM
21
AlphaStar Capital Management
North Carolina
$70.2M -$668K -14,727 -1%
KW
22
KWB Wealth
California
$68.9M +$5.35M +117,996 +9%
G
23
GenTrust
Florida
$59.2M +$58.7M +1,293,842 New
GWM
24
Geneos Wealth Management
Colorado
$56.6M +$1.99M +43,908 +4%
NEWAS
25
N.E.W. Advisory Services
Wisconsin
$56.6M +$6.91M +152,379 +15%

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.