We are live on ! Find out more
SPY icon

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
IHWM
2701
Iron Horse Wealth Management
Iowa
$45K
AP
2702
Advisors Preferred
Maryland
$43K -$83.5K -200 -67%
FMB
2703
Field & Main Bank
Kentucky
$43K
USGIU
2704
U.S. Global Investors (USGI)
Texas
$43K
JC
2705
JBF Capital
Colorado
$43K +$41.7K +100 New
M1FG
2706
Mach-1 Financial Group
Arkansas
$42K -$8.35K -20 -17%
FWM
2707
Focused Wealth Management
New York
$40K
SFPG
2708
Stonebridge Financial Planning Group
Florida
$39K -$19.6K -47 -35%
JMF
2709
Johnson Midwest Financial
Iowa
$38K
BBHC
2710
Brown Brothers Harriman & Co
New York
$35.8K -$35.1K -84 -0.1%
RTC
2711
Riverview Trust Company
Washington
$34K
PWM
2712
Prentice Wealth Management
New York
$34K +$15.9K +38 +90%
LTI
2713
Laffer Tengler Investments
Tennessee
$31.2K -$231K -554 -88%
EIM
2714
Essex Investment Management
Massachusetts
$31K
PWMG
2715
Prestige Wealth Management Group
New Jersey
$30K +$5.84K +14 +25%
MAM
2716
McCarthy Asset Management
California
$29K
MWA
2717
Moser Wealth Advisors
Washington
$26K
FEG
2718
Financial Enhancement Group
Indiana
$25K +$24.2K +58 New
SCA
2719
Stuart Chaussee & Associates
California
$21K -$9.6K -23 -32%
HCM
2720
Horrell Capital Management
Arkansas
$20K -$43.8K -105 -70%
GIA
2721
Goodwin Investment Advisory
Georgia
$20K -$835 -2 -4%
CPWM
2722
Cypress Point Wealth Management
Texas
$18K
PP
2723
Pacifica Partners
Canada
$14K -$12.5K -30 -48%
SCM
2724
Sirios Capital Management
Massachusetts
$11K -$20.9K -50 -66%
AWM
2725
Accel Wealth Management
Iowa
$11K

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.