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
AL
501
Aspiriant LLC
California
$28.3M -$510K -1,156 -2%
PHK
502
Point72 Hong Kong
Hong Kong
$28.3M +$10.4M +23,563 +56%
KAH
503
Kathryn A. Hall
$28.1M
EVM
504
Eaton Vance Management
Massachusetts
$28.1M +$1.66M +3,768 +5%
SC
505
Samlyn Capital
New York
$28M +$28.8M +65,187 New
NSIM
506
North Star Investment Management
Illinois
$27.8M +$333K +755 +1%
PCWA
507
Pacific Capital Wealth Advisors
California
$27.8M +$11.6M +26,186 +68%
WFO
508
Wealthgate Family Office
Colorado
$27.7M +$17.2K +39 +0.1%
MTIM
509
Marathon Trading Investment Management
Pennsylvania
$27.7M +$28.4M +64,460 New
AMCA
510
Arthur M. Cohen & Associates
Illinois
$27.6M -$83.4K -189 -0.3%
MIFH
511
Migdal Insurance & Financial Holdings
Israel
$27.5M +$20.3K +46 +0.1%
NEIRG
512
New England Investment & Retirement Group
Massachusetts
$27.5M +$2.07M +4,687 +8%
LA
513
Latitude Advisors
Florida
$27.2M +$19.4M +44,063 +229%
RWP
514
RWA Wealth Partners
Massachusetts
$27.1M -$50.7K -115 -0.2%
DBIA
515
Dumont & Blake Investment Advisors
New Jersey
$27.1M +$148K +335 +0.5%
BPCE
516
Bank Pictet & Cie (Europe)
Germany
$27M +$416K +944 +2%
WRTC
517
Wind River Trust Company
Wyoming
$26.8M
AC
518
Abbrea Capital
California
$26.8M -$67.5K -153 -0.2%
JGIA
519
Jackson Grant Investment Advisers
Connecticut
$26.6M -$86.9K -197 -0.3%
IFAM
520
Institutional & Family Asset Management
Colorado
$26.5M +$10.2M +23,229 +60%
BSW
521
Buckingham Strategic Wealth
Missouri
$26.5M -$231K -524 -0.8%
HIIFS
522
Harel Insurance Investments & Financial Services
Israel
$26.3M +$8.73M +19,791 +48%
TFA
523
Trinity Financial Advisors
Ohio
$26.2M +$6.01M +13,632 +29%
CTA
524
Chesley Taft & Associates
Illinois
$26.2M -$298K -675 -1%
BPA
525
Beacon Pointe Advisors
California
$26.1M +$2.02M +4,581 +8%

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.