We are live on ! Find out more
SPY icon

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
FNT
626
First Nebraska Trust
Nebraska
$7.72M +$376K +1,620 +5%
GIA
627
Gargoyle Investment Advisor
New Jersey
$7.71M +$1.77M +7,600 +30%
OIA
628
Optimum Investment Advisors
Illinois
$7.7M -$355K -1,527 -4%
CWM
629
Confluence Wealth Management
Oregon
$7.67M +$63K +271 +0.8%
FNBOMD
630
First National Bank of Mount Dora
Florida
$7.62M +$497K +2,140 +7%
LBC
631
Lawrence B. Cohen
$7.61M -$2.27M -9,771 -23%
AF
632
Arrow Financial
New York
$7.54M -$1.16M -4,977 -13%
AI
633
ArchPoint Investors
Florida
$7.51M +$6.99M +30,064 +1,718%
B
634
Bridgeworth
Alabama
$7.47M -$680K -2,926 -8%
WG
635
Welch Group
Alabama
$7.44M -$2.25M -9,669 -23%
WI
636
Wintrust Investments
Illinois
$7.4M -$477K -2,051 -6%
HH
637
Hilltop Holdings
Texas
$7.38M -$268K -1,154 -4%
CC
638
Courier Capital
New York
$7.38M +$18.1K +78 +0.2%
Millennium Management
639
Millennium Management
New York
$7.3M +$7.2M +30,970 New
HC
640
Henshaw Capital
Massachusetts
$7.28M
Legal & General Group
641
Legal & General Group
United Kingdom
$7.24M
ZIM
642
Zacks Investment Management
Illinois
$7.18M +$3.35M +14,421 +90%
Nomura Asset Management
643
Nomura Asset Management
Japan
$7.17M +$1.84M +7,900 +35%
HB
644
Homrich & Berg
Georgia
$7.11M +$48.3K +208 +0.7%
RMDI
645
R.M. Davis Inc
Maine
$7.08M +$128K +552 +2%
MAM
646
Marquette Asset Management
Minnesota
$7.07M -$193K -830 -3%
Wolverine Trading
647
Wolverine Trading
Illinois
$7.03M -$214M -920,239 -97%
FUBT
648
First United Bank & Trust
Maryland
$7.02M -$714K -3,073 -9%
MAM
649
Magellan Asset Management
Australia
$7M +$3.2M +13,782 +85%
CAM
650
Cacti Asset Management
Georgia
$6.97M

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.