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State Street SPDR S&P 500 ETF Trust

1,642 hedge funds and large institutions have $174B invested in State Street SPDR S&P 500 ETF Trust in 2017 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 640 increasing their positions, 704 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 104

8% more capital invested

Capital invested by funds: $161B → $174B (+$12.5B)

1% more funds holding in top 10

Funds holding in top 10: 530535 (+5)

0.01% more ownership

Funds ownership: 72.37%72.37% (+0.01%)

1% less funds holding

Funds holding: 1,6541,642 (-12)

9% less repeat investments, than reductions

Existing positions increased: 640 | Existing positions reduced: 704

46% less call options, than puts

Call options by funds: $74B | Put options by funds: $138B

Holders
1,642
Holders Change
-12
Holders Change %
-0.73%
% of All Funds
40.88%
Holding in Top 10
535
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+0.94%
% of All Funds
13.32%
New
117
Increased
640
Reduced
704
Closed
104
Calls
$74B
Puts
$138B
Net Calls
-$63.6B
Net Calls Change
-$14.2B
Name Holding Trade Value Shares
Change
Change in
Stake
TCIM
276
TIAA CREF Investment Management
New York
$42.3M -$12.6M -54,238 -23%
SSB
277
Sandy Spring Bank
Maryland
$42.2M -$1.86M -8,009 -4%
NPC
278
National Planning Corporation
California
$42.2M +$2.28M +9,832 +6%
JG
279
Jefferies Group
New York
$42.2M +$40.3M +173,526 +629%
GIM
280
Generation Investment Management
United Kingdom
$41.9M +$3.91M +16,816 +10%
FAM
281
Foresters Asset Management
Ontario, Canada
$41.8M +$1.75M +7,550 +6%
IGIM
282
I.G. Investment Management
Manitoba, Canada
$41.4M -$13.9M -59,700 -25%
Fiera Capital (Canada)
283
Fiera Capital (Canada)
Quebec, Canada
$41.3M +$965K +4,151 +2%
DLIC
284
Daido Life Insurance Company
Japan
$41.1M
JHIU
285
Janus Henderson Investors US
Colorado
$41M +$5.62M +24,186 +16%
Cerity Partners
286
Cerity Partners
New York
$40.5M +$39.9M +171,896 New
WSFS
287
Wilmington Savings Fund Society
Delaware
$40.3M -$34.9K -150 -0.1%
WCP
288
Welch Capital Partners
New York
$40.3M +$17M +73,045 +75%
SP
289
Stairway Partners
Illinois
$40.2M -$904K -3,892 -2%
MA
290
MUFG Americas
New York
$39.9M +$173K +745 +0.4%
CAN
291
Cetera Advisor Networks
California
$39.8M +$68.8K +296 +0.2%
WT
292
Washington Trust
Rhode Island
$39.7M +$2.46M +10,591 +7%
SMA
293
Simply Money Advisors
Ohio
$39.7M -$81.6K -351 -0.2%
FCI
294
Financial Counselors Inc
Kansas
$39.5M +$2.09M +8,986 +6%
PAS
295
Partnervest Advisory Services
California
$39.3M -$4.68M -20,160 -11%
Tudor Investment Corp
296
Tudor Investment Corp
Connecticut
$39M -$170M -729,685 -82%
FDCDDQ
297
Federation des caisses Desjardins du Quebec
Quebec, Canada
$38.7M +$38.2M +164,232 New
BMC
298
Benin Management Corp
Connecticut
$38.5M +$4.02M +17,300 +12%
IIM
299
Ivory Investment Management
New York
$38.1M +$24.4M +105,014 +186%
HF
300
HRT Financial
New York
$37.9M +$2.65M +11,385 +8%

SPY Hedge Fund Activity: Q1 2017 in Review

1,642 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ETF Trust (SPY) for Q1 2017, worth a combined $174B — up 7.8% from $161B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new SPY positions and 104 closed out — a net gain of 13 holders — while 640 added to existing stakes and 704 trimmed.

The largest buyer was Wells Fargo, adding an estimated $3.87B. The largest seller was JP Morgan Chase, cutting an estimated $2.21B.

  • 1,642 institutional investors held State Street SPDR S&P 500 ETF Trust (SPY) as of Q1 2017, down from 1,654 in Q4 2016.
  • Funds reported $174B of State Street SPDR S&P 500 ETF Trust stock for Q1 2017, up 7.8% quarter-over-quarter.
  • 117 funds opened new State Street SPDR S&P 500 ETF Trust positions in Q1 2017 and 104 closed out, a net change of +13 holders.
  • The largest State Street SPDR S&P 500 ETF Trust buyer in Q1 2017 was Wells Fargo, an estimated $3.87B added.
  • The largest State Street SPDR S&P 500 ETF Trust seller in Q1 2017 was JP Morgan Chase, an estimated $2.21B sold.

Based on aggregated 13F filings for Q1 2017.