We are live on ! Find out more
SPY icon

State Street SPDR S&P 500 ETF Trust

2,157 hedge funds and large institutions have $178B invested in State Street SPDR S&P 500 ETF Trust in 2019 Q3 according to their latest regulatory filings, with 121 funds opening new positions, 861 increasing their positions, 881 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 78

1% more capital invested

Capital invested by funds: $176B → $178B (+$2.29B)

1% more funds holding

Funds holding: 2,1402,157 (+17)

0% more funds holding in top 10

Funds holding in top 10: 633636 (+3)

0.64% less ownership

Funds ownership: 65.81%65.18% (-0.64%)

2% less repeat investments, than reductions

Existing positions increased: 861 | Existing positions reduced: 881

47% less call options, than puts

Call options by funds: $120B | Put options by funds: $228B

Holders
2,157
Holders Change
+17
Holders Change %
+0.79%
% of All Funds
47.3%
Holding in Top 10
636
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+0.47%
% of All Funds
13.95%
New
121
Increased
861
Reduced
881
Closed
78
Calls
$120B
Puts
$228B
Net Calls
-$108B
Net Calls Change
-$14.8B
Name Holding Trade Value Shares
Change
Change in
Stake
SCIM
426
Spring Creek Investment Management
Pennsylvania
$25.5M -$149K -503 -0.6%
CCM
427
Condor Capital Management
New Jersey
$25.4M -$493K -1,669 -2%
VR
428
Viridian RIA
Washington
$25.4M +$257K +869 +1%
AF
429
Ally Financial
Michigan
$25.2M +$25.1M +85,000 New
NC
430
NewSquare Capital
Pennsylvania
$25.2M -$362K -1,225 -1%
Arrowstreet Capital
431
Arrowstreet Capital
Massachusetts
$25.1M +$20.1M +68,103 +410%
SW
432
SlateStone Wealth
Florida
$25.1M -$213K -720 -0.8%
Schroder Investment Management Group
433
Schroder Investment Management Group
United Kingdom
$25M -$32.1M -108,509 -56%
AIFS
434
A&I Financial Services
Colorado
$24.9M +$582K +1,969 +2%
CIA
435
Choate Investment Advisors
Massachusetts
$24.8M -$123K -415 -0.5%
FFBTD
436
First Financial Bank - Trust Division
Ohio
$24.5M +$866K +2,930 +4%
SWA
437
SFMG Wealth Advisors
Texas
$24.4M -$1.18M -3,980 -5%
IWA
438
Intercontinental Wealth Advisors
Texas
$24.4M -$6.32M -21,385 -21%
GW
439
GW & Wade
Massachusetts
$24.4M +$2.19M +7,400 +10%
WI
440
Wintrust Investments
Illinois
$24M +$11M +37,169 +76%
EW
441
Evoke Wealth
California
$23.7M +$23.5M +79,367 New
CGA
442
Crescent Grove Advisors
Illinois
$23.5M -$1.57M -5,324 -6%
MG
443
Meritage Group
California
$23.5M +$19.7M +66,505 +524%
PWPCM
444
Perella Weinberg Partners Capital Management
New York
$23.5M -$113M -382,848 -83%
AG
445
AlphaSimPlex Group
Massachusetts
$23.4M +$5.24M +17,720 +29%
HFA
446
High Falls Advisors
New York
$23.4M +$474K +1,605 +2%
EVM
447
Eaton Vance Management
Massachusetts
$23.4M -$30.4M -102,879 -57%
OAM
448
Oppenheimer Asset Management
New York
$23.3M -$335K -1,133 -1%
BFO
449
Boston Family Office
Massachusetts
$23.2M +$566K +1,915 +3%
AWA
450
Arete Wealth Advisors
Illinois
$23M -$4.38M -14,835 -16%

SPY Hedge Fund Activity: Q3 2019 in Review

2,157 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ETF Trust (SPY) for Q3 2019, worth a combined $178B — up 1.3% from $176B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new SPY positions and 78 closed out — a net gain of 43 holders — while 861 added to existing stakes and 881 trimmed.

The largest buyer was Bank of America, adding an estimated $2.37B. The largest seller was JP Morgan Chase, cutting an estimated $3.06B.

  • 2,157 institutional investors held State Street SPDR S&P 500 ETF Trust (SPY) as of Q3 2019, up from 2,140 in Q2 2019.
  • Funds reported $178B of State Street SPDR S&P 500 ETF Trust stock for Q3 2019, up 1.3% quarter-over-quarter.
  • 121 funds opened new State Street SPDR S&P 500 ETF Trust positions in Q3 2019 and 78 closed out, a net change of +43 holders.
  • The largest State Street SPDR S&P 500 ETF Trust buyer in Q3 2019 was Bank of America, an estimated $2.37B added.
  • The largest State Street SPDR S&P 500 ETF Trust seller in Q3 2019 was JP Morgan Chase, an estimated $3.06B sold.

Based on aggregated 13F filings for Q3 2019.