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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
GAM
2526
Garrison Asset Management
Arkansas
$292K
HIM
2527
Harbour Investment Management
Washington
$292K
SLA
2528
Silver Lake Advisory
Utah
$291K +$1.67K +4 +0.6%
AIA
2529
Arbor Investment Advisors
North Carolina
$289K -$5.01K -12 -2%
EWMCB
2530
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$288K -$238K -569 -46%
WMA
2531
Wealth Management Associates
New Jersey
$286K
FA
2532
Faithward Advisors
Pennsylvania
$285K -$58.9K -141 -17%
QIM
2533
Quest Investment Management
Oregon
$285K
SCI
2534
Stableford Capital II
Arizona
$285K +$1.67K +4 +0.6%
OFA
2535
Oak Family Advisors
Illinois
$283K +$133K +318 +92%
BC
2536
Blackhill Capital
New Jersey
$282K
NEPPG
2537
New England Professional Planning Group
Rhode Island
$281K
IWA
2538
IVC Wealth Advisors
Pennsylvania
$280K +$417 +1 +0.2%
SNBOSCI
2539
Security National Bank of Sioux City Iowa
Iowa
$280K +$51.3K +123 +23%
SAM
2540
Secure Asset Management
Michigan
$279K -$835 -2 -0.3%
FLA
2541
Financial Life Advisors
Texas
$278K
MAM
2542
MMA Asset Management
Pennsylvania
$277K
CIC
2543
Cornercap Investment Counsel
Georgia
$276K -$4.17K -10 -2%
RDWM
2544
Red Door Wealth Management
Tennessee
$274K -$770K -1,844 -74%
PWM
2545
Provident Wealth Management
Tennessee
$274K -$16.3K -39 -6%
CCT
2546
Chemung Canal Trust
New York
$273K -$1.67K -4 -0.6%
1WA
2547
180 Wealth Advisors
Washington
$273K
CIC
2548
Cutler Investment Counsel
Oregon
$272K
TCOK
2549
Trust Company of Kansas
Kansas
$271K +$8.77K +21 +3%
AMM
2550
American Money Management
California
$270K -$20.9K -50 -7%

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.