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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
MCM
451
Murphy Capital Management
New Jersey
$16.1M +$274K +1,181 +2%
WRTC
452
Wind River Trust Company
Wyoming
$16M -$2.57M -11,049 -14%
Mitsubishi UFJ Trust & Banking
453
Mitsubishi UFJ Trust & Banking
Japan
$16M -$1.91M -8,210 -11%
EWM
454
Evercore Wealth Management
New York
$16M +$1.46M +6,277 +10%
ONB
455
Old National Bancorp
Indiana
$15.9M -$1.6M -6,874 -9%
HPWM
456
Highland Private Wealth Management
Washington
$15.9M +$1.94M +8,362 +14%
PL
457
Plancorp LLC
Missouri
$15.6M +$102K +441 +0.7%
KFC
458
Klingenstein Fields & Co
New York
$15.5M +$8.6K +37 +0.1%
CCM
459
Chilton Capital Management
Texas
$15.5M +$528K +2,271 +4%
BCP
460
Berkeley Capital Partners
Georgia
$15.4M +$2.3M +9,877 +13%
EVM
461
Eaton Vance Management
Massachusetts
$15.4M +$3.86M +16,600 +34%
TBA
462
Train Babcock Advisors
New York
$15.4M -$31.1K -134 -0.2%
TTWM
463
TCV Trust & Wealth Management
Virginia
$15.3M +$15.1M +64,894 New
DSN
464
D. Scott Neal
Kentucky
$15M +$141K +607 +1%
BRC
465
Bishop Rock Capital
New York
$15M +$1.39M +5,961 +10%
DBIA
466
Dumont & Blake Investment Advisors
New Jersey
$14.8M +$24.4K +105 +0.2%
CLOS
467
Compagnie Lombard Odier SCmA
Switzerland
$14.8M +$59.5K +256 +0.4%
HJA
468
Hugh Johnson Advisors
New York
$14.7M -$379K -1,630 -3%
BSAM
469
Blue Sky Asset Management
Colorado
$14.7M +$14.4M +62,162 New
CONA
470
Capital One National Association
New York
$14.6M -$1.05M -4,502 -7%
JGIA
471
Jackson Grant Investment Advisers
Connecticut
$14.6M +$978K +4,211 +7%
TG
472
Threshold Group
Washington
$14.5M -$547K -2,356 -4%
GIM
473
Goelzer Investment Management
Indiana
$14.3M +$472K +2,032 +3%
FWC
474
First Washington Corp
Washington
$14.3M -$3.61M -15,532 -20%
BA
475
Bristlecone Advisors
Washington
$14.3M -$425K -1,828 -3%

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.