We are live on ! Find out more
SPY icon

State Street SPDR S&P 500 ETF Trust

2,746 hedge funds and large institutions have $246B invested in State Street SPDR S&P 500 ETF Trust in 2021 Q3 according to their latest regulatory filings, with 138 funds opening new positions, 1,141 increasing their positions, 1,080 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 81

6% more capital invested

Capital invested by funds: $231B → $246B (+$14.9B)

2% more funds holding in top 10

Funds holding in top 10: 769781 (+12)

6% more repeat investments, than reductions

Existing positions increased: 1,141 | Existing positions reduced: 1,080

0.97% more ownership

Funds ownership: 62.38%63.35% (+0.97%)

1% more funds holding

Funds holding: 2,7322,746 (+14)

51% less call options, than puts

Call options by funds: $182B | Put options by funds: $372B

Holders
2,746
Holders Change
+14
Holders Change %
+0.51%
% of All Funds
48.07%
Holding in Top 10
781
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+1.56%
% of All Funds
13.67%
New
138
Increased
1,141
Reduced
1,080
Closed
81
Calls
$182B
Puts
$372B
Net Calls
-$190B
Net Calls Change
-$30.7B
Name Holding Trade Value Shares
Change
Change in
Stake
Chevy Chase Trust
326
Chevy Chase Trust
Maryland
$54.7M -$206K -467 -0.4%
ACM
327
Anfield Capital Management
California
$54.6M +$2.03M +4,591 +4%
MA
328
MUFG Americas
New York
$54.2M +$498K +1,128 +0.9%
PGFC
329
Peapack-Gladstone Financial Corp
New Jersey
$54M +$5.5M +12,467 +11%
CI
330
Clal Insurance
Israel
$53.8M -$13.6M -30,829 -20%
AIA
331
Avalon Investment & Advisory
Texas
$53.6M +$367K +833 +0.7%
TF
332
TLWM Financial
Texas
$53.3M -$516K -1,169 -0.9%
SSB
333
Sandy Spring Bank
Maryland
$52.9M -$951K -2,157 -2%
KA
334
Kozak & Associates
Colorado
$52.8M +$49.8M +112,994 New
MFM
335
MD Financial Management
Ontario, Canada
$52.8M -$142M -322,619 -72%
PWM
336
Pacific Wealth Management
California
$52.8M +$12.3M +27,931 +29%
WPW
337
Waldron Private Wealth
Pennsylvania
$52.6M +$24.4M +55,259 +82%
FMBTD
338
First Midwest Bank Trust Division
Illinois
$52.6M -$2.05M -4,648 -4%
CIS
339
Connors Investor Services
Pennsylvania
$52.5M -$3.55M -8,037 -6%
SLT
340
St Louis Trust
Missouri
$52.5M -$6.4M -14,504 -11%
SW
341
SlateStone Wealth
Florida
$51.9M -$955K -2,166 -2%
CG
342
Colony Group
Massachusetts
$51.5M +$19.1M +43,198 +56%
OAC
343
OMERS Administration Corp
Ontario, Canada
$51.3M +$52.7M +119,485 New
BCI
344
Brinker Capital Investments
Pennsylvania
$51.1M -$90.4K -205 -0.2%
SPC
345
Sigma Planning Corp
Michigan
$50.9M +$5.82M +13,204 +13%
YU
346
Yale University
Connecticut
$50.8M +$29.3M +66,400 +128%
IA
347
IFP Advisors
Florida
$49.9M +$6.42M +14,549 +14%
CAL
348
Capital Advisors Ltd
Ohio
$49.6M +$709K +1,608 +1%
VVP
349
Venture Visionary Partners
Ohio
$49.6M +$6.4M +14,515 +14%
MAFM
350
Mid Atlantic Financial Management
Pennsylvania
$49.4M +$557K +1,262 +1%

SPY Hedge Fund Activity: Q3 2021 in Review

2,746 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ETF Trust (SPY) for Q3 2021, worth a combined $246B — up 6.4% from $231B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new SPY positions and 81 closed out — a net gain of 57 holders — while 1,141 added to existing stakes and 1,080 trimmed.

The largest buyer was HRT Financial, adding an estimated $3.76B. The largest seller was Citigroup, cutting an estimated $2.25B.

  • 2,746 institutional investors held State Street SPDR S&P 500 ETF Trust (SPY) as of Q3 2021, up from 2,732 in Q2 2021.
  • Funds reported $246B of State Street SPDR S&P 500 ETF Trust stock for Q3 2021, up 6.4% quarter-over-quarter.
  • 138 funds opened new State Street SPDR S&P 500 ETF Trust positions in Q3 2021 and 81 closed out, a net change of +57 holders.
  • The largest State Street SPDR S&P 500 ETF Trust buyer in Q3 2021 was HRT Financial, an estimated $3.76B added.
  • The largest State Street SPDR S&P 500 ETF Trust seller in Q3 2021 was Citigroup, an estimated $2.25B sold.

Based on aggregated 13F filings for Q3 2021.