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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
Creative Planning
1
Creative Planning
Kansas
$697M +$34.3M +697,991 +5%
SMM
2
Stadion Money Management
Georgia
$582M -$69.8M -1,421,732 -11%
Bank of America
3
Bank of America
North Carolina
$558M +$31.2M +634,772 +6%
LPL Financial
4
LPL Financial
California
$306M +$30.3M +617,308 +11%
AssetMark Inc
5
AssetMark Inc
California
$294M -$6.58M -134,140 -2%
Financial Engines Advisors
6
Financial Engines Advisors
California
$233M +$14.3M +292,354 +7%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$184M +$14.3M +290,739 +9%
Ameriprise
8
Ameriprise
Minnesota
$174M +$38M +773,430 +29%
AWM
9
AE Wealth Management
Kansas
$172M +$61.5M +1,253,177 +58%
WAP
10
Wealthcare Advisory Partners
Pennsylvania
$172M +$3.76M +76,523 +2%
PAG
11
Private Advisor Group
New Jersey
$149M +$52.9M +1,077,935 +58%
CCMG
12
Clark Capital Management Group
Pennsylvania
$140M +$30.3M +616,516 +29%
5L
13
55I LLC
Massachusetts
$127M +$30.2M +614,535 +32%
Osaic Holdings
14
Osaic Holdings
Arizona
$125M +$6.08M +123,882 +5%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$100M +$6.39M +130,208 +7%
PWA
16
Peterson Wealth Advisors
Utah
$93.9M +$6.41M +130,548 +8%
TC
17
Trilogy Capital
California
$88.3M -$2.12M -43,261 -2%
BCM
18
Brookstone Capital Management
Illinois
$84.6M +$81M +1,651,359 New
Wells Fargo
19
Wells Fargo
California
$83.8M -$12.5M -254,176 -13%
CAL
20
Capital Analysts LLC
Pennsylvania
$80.9M -$2.98M -60,686 -4%
ACM
21
AlphaStar Capital Management
North Carolina
$77.4M +$1.58M +32,218 +2%
Morgan Stanley
22
Morgan Stanley
New York
$76.5M +$324K +6,594 +0.4%
KW
23
KWB Wealth
California
$68.7M -$228K -4,641 -0.3%
G
24
GenTrust
Florida
$67.3M +$2.16M +43,943 +3%
NEWAS
25
N.E.W. Advisory Services
Wisconsin
$66.7M +$6.08M +123,886 +10%

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.