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State Street SPDR S&P 500 ETF Trust

2,732 hedge funds and large institutions have $231B invested in State Street SPDR S&P 500 ETF Trust in 2021 Q2 according to their latest regulatory filings, with 146 funds opening new positions, 1,090 increasing their positions, 1,127 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 146 | Existing positions closed: 99

3% more funds holding in top 10

Funds holding in top 10: 747769 (+22)

3% more capital invested

Capital invested by funds: $225B → $231B (+$6.68B)

0% more funds holding

Funds holding: 2,7212,732 (+11)

3% less repeat investments, than reductions

Existing positions increased: 1,090 | Existing positions reduced: 1,127

3.67% less ownership

Funds ownership: 66.05%62.38% (-3.7%)

51% less call options, than puts

Call options by funds: $154B | Put options by funds: $314B

Holders
2,732
Holders Change
+11
Holders Change %
+0.4%
% of All Funds
47.55%
Holding in Top 10
769
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+2.95%
% of All Funds
13.38%
New
146
Increased
1,090
Reduced
1,127
Closed
99
Calls
$154B
Puts
$314B
Net Calls
-$160B
Net Calls Change
-$18.9B
Name Holding Trade Value Shares
Change
Change in
Stake
MFGM
2501
Marshall Financial Group (Maryland)
Maryland
$309K -$424K -1,015 -58%
CNB
2502
Camden National Bank
Maine
$309K -$154K -370 -34%
BHWM
2503
Bay Harbor Wealth Management
Maryland
$309K -$21.7K -52 -7%
WCM
2504
Whitener Capital Management
North Carolina
$307K -$27.1K -65 -8%
BMD
2505
Better Money Decisions
New Mexico
$307K +$299K +717 New
MIM
2506
Moseley Investment Management
Florida
$304K
PP
2507
PrairieView Partners
Minnesota
$303K -$158K -379 -35%
MC
2508
Miramar Capital
Illinois
$303K
RWRC
2509
R.W. Roge & Company
New York
$303K
RBFC
2510
Roman Butler Fullerton & Co
Missouri
$303K +$417 +1 +0.1%
AFS
2511
Access Financial Services
Minnesota
$303K +$9.6K +23 +3%
SA
2512
Stewardship Advisors
Pennsylvania
$301K +$294K +704 New
BIM
2513
Bridgecreek Investment Management
Oklahoma
$300K +$8.35K +20 +3%
IWP
2514
Insight Wealth Partners
Texas
$299K
LB
2515
Legacy Bridge
Iowa
$298K
FA
2516
FC Advisory
Pennsylvania
$297K
FM
2517
Foster & Motley
Ohio
$296K
ST
2518
Somerset Trust
Pennsylvania
$296K +$289K +692 New
MAG
2519
Mayfair Advisory Group
Alabama
$295K -$5.01K -12 -2%
Capital Research Global Investors
2520
Capital Research Global Investors
California
$293K -$131K -314 -31%
EWM
2521
Elmwood Wealth Management
California
$293K
FFC
2522
First Financial Corp
Indiana
$293K
GCP
2523
Gill Capital Partners
Colorado
$293K +$417 +1 +0.1%
OCM
2524
Oakwood Capital Management
California
$293K +$29.2K +70 +11%
EWM
2525
Echo Wealth Management
Minnesota
$292K -$26.3K -63 -9%

SPY Hedge Fund Activity: Q2 2021 in Review

2,732 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ETF Trust (SPY) for Q2 2021, worth a combined $231B — up 3% from $225B a quarter earlier.

Buyers outnumbered sellers: 146 funds opened new SPY positions and 99 closed out — a net gain of 47 holders — while 1,090 added to existing stakes and 1,127 trimmed.

The largest buyer was HSBC Holdings, adding an estimated $2.58B. The largest seller was Morgan Stanley, cutting an estimated $6.83B.

  • 2,732 institutional investors held State Street SPDR S&P 500 ETF Trust (SPY) as of Q2 2021, up from 2,721 in Q1 2021.
  • Funds reported $231B of State Street SPDR S&P 500 ETF Trust stock for Q2 2021, up 3% quarter-over-quarter.
  • 146 funds opened new State Street SPDR S&P 500 ETF Trust positions in Q2 2021 and 99 closed out, a net change of +47 holders.
  • The largest State Street SPDR S&P 500 ETF Trust buyer in Q2 2021 was HSBC Holdings, an estimated $2.58B added.
  • The largest State Street SPDR S&P 500 ETF Trust seller in Q2 2021 was Morgan Stanley, an estimated $6.83B sold.

Based on aggregated 13F filings for Q2 2021.