We are live on ! Find out more
SPY icon

State Street SPDR S&P 500 ETF Trust

1,918 hedge funds and large institutions have $171B invested in State Street SPDR S&P 500 ETF Trust in 2018 Q1 according to their latest regulatory filings, with 145 funds opening new positions, 746 increasing their positions, 843 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 145 | Existing positions closed: 116

0.86% more ownership

Funds ownership: 67.68%68.54% (+0.86%)

0% more funds holding

Funds holding: 1,9131,918 (+5)

1% less funds holding in top 10

Funds holding in top 10: 618612 (-6)

9% less capital invested

Capital invested by funds: $189B → $171B (-$17.7B)

12% less repeat investments, than reductions

Existing positions increased: 746 | Existing positions reduced: 843

47% less call options, than puts

Call options by funds: $118B | Put options by funds: $225B

Holders
1,918
Holders Change
+5
Holders Change %
+0.26%
% of All Funds
43.95%
Holding in Top 10
612
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-0.97%
% of All Funds
14.02%
New
145
Increased
746
Reduced
843
Closed
116
Calls
$118B
Puts
$225B
Net Calls
-$107B
Net Calls Change
+$12.1B
Name Holding Trade Value Shares
Change
Change in
Stake
LP
301
LGL Partners
Pennsylvania
$41.6M +$45K +165 +0.1%
SP
302
Stairway Partners
Illinois
$41.3M -$129K -472 -0.3%
EC
303
Estate Counselors
Wisconsin
$41.1M -$1.51M -5,535 -3%
COI
304
Connable Office Inc
Michigan
$40.7M -$20.6M -75,520 -33%
LWA
305
Lowe Wealth Advisors
Maryland
$40.5M -$159K -584 -0.4%
PWPCM
306
Perella Weinberg Partners Capital Management
New York
$40.2M +$1.07M +3,905 +3%
EDRH
307
Edmond de Rothschild Holding
Switzerland
$39.9M +$5.02M +18,406 +14%
Jones Financial Companies
308
Jones Financial Companies
Missouri
$39.5M +$2.3M +8,412 +6%
BDS
309
Banco de Sabadell
Florida
$39.2M -$34.6M -126,910 -46%
MIH
310
Meitav Investment House
Israel
$39M +$37.6M +137,622 +1,286%
CLCM
311
Crawford Lake Capital Management
New Jersey
$38.9M +$40.4M +147,859 New
FCI
312
Financial Counselors Inc
Kansas
$38.9M -$2.37M -8,688 -6%
FPCP
313
Fort Point Capital Partners
California
$38.8M +$2.51M +9,200 +7%
ZCA
314
Zeke Capital Advisors
Pennsylvania
$38.7M -$727K -2,664 -2%
RC
315
RBF Capital
California
$38.5M -$2.73M -10,000 -6%
GIA
316
Gargoyle Investment Advisor
New Jersey
$38.4M +$29.9M +109,450 +300%
CFG
317
Citizens Financial Group
Rhode Island
$38.1M -$2.44M -8,937 -6%
KA
318
Klingman & Associates
New York
$37.7M -$444K -1,625 -1%
LMGAM
319
Liberty Mutual Group Asset Management
Massachusetts
$37.5M +$38.8M +142,345 New
AIIMS
320
Analyst IMS Investment Management Services
Israel
$37.4M +$10.4M +38,053 +37%
TSS
321
Two Sigma Securities
New York
$37.4M -$4.8M -17,594 -11%
YU
322
Yale University
Connecticut
$37.1M +$38.5M +141,000 New
ABTD
323
Arvest Bank Trust Division
Oklahoma
$36.9M -$460K -1,684 -1%
DFIG
324
Dragon Financial & Investment Group
California
$35.6M -$701K -2,568 -2%
FAAS
325
First Allied Advisory Services
California
$35M -$2.53M -9,265 -7%

SPY Hedge Fund Activity: Q1 2018 in Review

1,918 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ETF Trust (SPY) for Q1 2018, worth a combined $171B — down 9.4% from $189B a quarter earlier.

Buyers outnumbered sellers: 145 funds opened new SPY positions and 116 closed out — a net gain of 29 holders — while 746 added to existing stakes and 843 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $2.51B. The largest seller was Goldman Sachs, cutting an estimated $2.72B.

  • 1,918 institutional investors held State Street SPDR S&P 500 ETF Trust (SPY) as of Q1 2018, up from 1,913 in Q4 2017.
  • Funds reported $171B of State Street SPDR S&P 500 ETF Trust stock for Q1 2018, down 9.4% quarter-over-quarter.
  • 145 funds opened new State Street SPDR S&P 500 ETF Trust positions in Q1 2018 and 116 closed out, a net change of +29 holders.
  • The largest State Street SPDR S&P 500 ETF Trust buyer in Q1 2018 was Deutsche Bank, an estimated $2.51B added.
  • The largest State Street SPDR S&P 500 ETF Trust seller in Q1 2018 was Goldman Sachs, an estimated $2.72B sold.

Based on aggregated 13F filings for Q1 2018.