State Street SPDR Portfolio S&P 500 ETF
SPYM
592 hedge funds and large institutions have $9.6B invested in State Street SPDR Portfolio S&P 500 ETF in 2021 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 239 increasing their positions, 155 reducing their positions, and 29 closing their positions.
393% more first-time investments, than exits
New positions opened: 143 | Existing positions closed: 29
248% more call options, than puts
Call options by funds: $8.39M | Put options by funds: $2.41M
54% more repeat investments, than reductions
Existing positions increased: 239 | Existing positions reduced: 155
53% more capital inflows, than outflows
Capital inflows: $1.41B | Capital outflows: $922M
28% more funds holding in top 10
Funds holding in top 10: 93 → 119 (+26)
21% more funds holding
Funds holding: 491 → 592 (+101)
1.06% more ownership
Funds ownership: 69.23% → 70.29% (+1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$61.2M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$60.2M |
| 3 |
AE Wealth Management
Topeka,
Kansas
|
+$56.5M |
| 4 |
Advisor Resource Council
Dallas,
Texas
|
+$55.3M |
| 5 |
Creative Planning
Overland Park,
Kansas
|
+$49.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$510M |
| 2 |
AssetMark Inc
Concord,
California
|
-$57.5M |
| 3 |
Wealthspire Advisors (New York)
New York
|
-$41M |
| 4 |
Cooper Financial Group
Irvine,
California
|
-$39.1M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$38.6M |
SPYM Hedge Fund Activity: Q4 2021 in Review
592 of the 6,522 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 ETF (SPYM) for Q4 2021, worth a combined $9.6B — up 15% from $8.34B a quarter earlier.
Buyers outnumbered sellers: 143 funds opened new SPYM positions and 29 closed out — a net gain of 114 holders — while 239 added to existing stakes and 155 trimmed.
The largest buyer was LPL Financial, adding an estimated $61.2M. The largest seller was Bank of America, cutting an estimated $510M.
- 592 institutional investors held State Street SPDR Portfolio S&P 500 ETF (SPYM) as of Q4 2021, up from 491 in Q3 2021.
- Funds reported $9.6B of State Street SPDR Portfolio S&P 500 ETF stock for Q4 2021, up 15% quarter-over-quarter.
- 143 funds opened new State Street SPDR Portfolio S&P 500 ETF positions in Q4 2021 and 29 closed out, a net change of +114 holders.
- The largest State Street SPDR Portfolio S&P 500 ETF buyer in Q4 2021 was LPL Financial, an estimated $61.2M added.
- The largest State Street SPDR Portfolio S&P 500 ETF seller in Q4 2021 was Bank of America, an estimated $510M sold.
Based on aggregated 13F filings for Q4 2021.