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State Street SPDR S&P 500 ETF Trust

1,496 hedge funds and large institutions have $143B invested in State Street SPDR S&P 500 ETF Trust in 2016 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 568 increasing their positions, 626 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 98

0% more funds holding

Funds holding: 1,4891,496 (+7)

0% more funds holding in top 10

Funds holding in top 10: 462464 (+2)

3% less capital invested

Capital invested by funds: $147B → $143B (-$4.84B)

9% less repeat investments, than reductions

Existing positions increased: 568 | Existing positions reduced: 626

3.64% less ownership

Funds ownership: 80.52%76.88% (-3.6%)

37% less call options, than puts

Call options by funds: $79.6B | Put options by funds: $127B

Holders
1,496
Holders Change
+7
Holders Change %
+0.47%
% of All Funds
39.91%
Holding in Top 10
464
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.43%
% of All Funds
12.38%
New
120
Increased
568
Reduced
626
Closed
98
Calls
$79.6B
Puts
$127B
Net Calls
-$47B
Net Calls Change
+$18.2B
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
226
Cobblestone Capital Advisors
New York
$43.1M +$1.11M +5,363 +3%
Cambridge Investment Research Advisors
227
Cambridge Investment Research Advisors
Iowa
$42.6M -$15.7M -75,805 -27%
EDRH
228
Edmond de Rothschild Holding
Switzerland
$41.4M -$13.5M -65,079 -25%
FCH
229
Freestone Capital Holdings
Washington
$41M +$13.5M +65,011 +50%
TCM
230
Tuttle Capital Management
Connecticut
$40.7M +$25.7M +123,826 +179%
AT
231
AMF Tjänstepension
Sweden
$40.5M
CFG
232
Citizens Financial Group
Rhode Island
$40.3M -$1.19M -5,714 -3%
SSB
233
Sandy Spring Bank
Maryland
$40.3M -$604K -2,909 -1%
CC
234
Chanos & Company
New York
$40M +$955K +4,602 +2%
AAM
235
American Asset Management
Florida
$39.9M +$34.4M +166,004 +684%
PAS
236
Partnervest Advisory Services
California
$39.9M +$11.9M +57,552 +43%
BF
237
BOK Financial
Oklahoma
$39.6M +$2.31M +11,128 +6%
UBS AM
238
UBS AM
Illinois
$39.3M -$1.85M -8,917 -5%
PGA
239
Portland Global Advisors
Maine
$39.2M +$1.43M +6,877 +4%
MA
240
MUFG Americas
New York
$39.1M +$200K +963 +0.5%
ACH
241
Axis Capital Holdings
Bermuda
$38.9M -$91.5M -440,901 -70%
RCA
242
Rex Capital Advisors
Rhode Island
$38.9M -$899K -4,333 -2%
FWIA
243
Fort Washington Investment Advisors
Ohio
$38.7M +$33.1M +159,355 +630%
WAP
244
Wealthcare Advisory Partners
Pennsylvania
$38.6M +$38.3M +184,431 New
BA
245
Birinyi Associates
Connecticut
$38.6M -$737K -3,550 -2%
CK
246
Cohen Klingenstein
New York
$38.6M +$14.5K +70 +0%
FAG
247
Financial Advisory Group
Texas
$37.3M -$93K -448 -0.3%
AL
248
Aspiriant LLC
California
$36.7M -$9.46M -45,610 -21%
LMIM
249
Lockheed Martin Investment Management
Maryland
$36.5M -$20M -96,200 -36%
MA
250
MCF Advisors
Kentucky
$36.5M +$2.35M +11,339 +7%

SPY Hedge Fund Activity: Q2 2016 in Review

1,496 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ETF Trust (SPY) for Q2 2016, worth a combined $143B — down 3.3% from $147B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new SPY positions and 98 closed out — a net gain of 22 holders — while 568 added to existing stakes and 626 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.11B. The largest seller was Susquehanna International Group, cutting an estimated $7.28B.

  • 1,496 institutional investors held State Street SPDR S&P 500 ETF Trust (SPY) as of Q2 2016, up from 1,489 in Q1 2016.
  • Funds reported $143B of State Street SPDR S&P 500 ETF Trust stock for Q2 2016, down 3.3% quarter-over-quarter.
  • 120 funds opened new State Street SPDR S&P 500 ETF Trust positions in Q2 2016 and 98 closed out, a net change of +22 holders.
  • The largest State Street SPDR S&P 500 ETF Trust buyer in Q2 2016 was Morgan Stanley, an estimated $1.11B added.
  • The largest State Street SPDR S&P 500 ETF Trust seller in Q2 2016 was Susquehanna International Group, an estimated $7.28B sold.

Based on aggregated 13F filings for Q2 2016.