We are live on ! Find out more
SPY icon

State Street SPDR S&P 500 ETF Trust

1,903 hedge funds and large institutions have $174B invested in State Street SPDR S&P 500 ETF Trust in 2018 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 764 increasing their positions, 778 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 104

2% more capital invested

Capital invested by funds: $171B → $174B (+$3.11B)

1% less funds holding

Funds holding: 1,9181,903 (-15)

0.98% less ownership

Funds ownership: 68.54%67.56% (-0.98%)

2% less repeat investments, than reductions

Existing positions increased: 764 | Existing positions reduced: 778

4% less funds holding in top 10

Funds holding in top 10: 612589 (-23)

30% less call options, than puts

Call options by funds: $136B | Put options by funds: $195B

Holders
1,903
Holders Change
-15
Holders Change %
-0.78%
% of All Funds
43.56%
Holding in Top 10
589
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-3.76%
% of All Funds
13.48%
New
107
Increased
764
Reduced
778
Closed
104
Calls
$136B
Puts
$195B
Net Calls
-$59.2B
Net Calls Change
+$47.3B
Name Holding Trade Value Shares
Change
Change in
Stake
SPIO
626
Seven Post Investment Office
California
$9.86M +$71.3K +264 +0.7%
DWT
627
Dorsey & Whitney Trust
South Dakota
$9.81M +$273K +1,011 +3%
SAM
628
Securian Asset Management
Minnesota
$9.81M
BIA
629
Bigelow Investment Advisors
Maine
$9.8M -$271K -1,005 -3%
TFS
630
TrustCore Financial Services
Tennessee
$9.75M +$1.84M +6,797 +23%
NAM
631
North American Management
Massachusetts
$9.7M -$419K -1,550 -4%
CAW
632
Cornerstone Advisors (Washington)
Washington
$9.69M +$143K +530 +2%
GIA
633
Gargoyle Investment Advisor
New Jersey
$9.68M -$29.8M -110,290 -76%
PFS
634
Prospera Financial Services
Texas
$9.67M -$1.72M -6,366 -15%
CA
635
Cullinan Associates
Kentucky
$9.65M +$1.29M +4,794 +16%
FBB
636
Fulton Breakefield Broenniman
Maryland
$9.55M +$9.51M +35,218 New
TG
637
TCW Group
California
$9.54M +$9.5M +35,188 New
WAG
638
Winthrop Advisory Group
Massachusetts
$9.54M +$248K +918 +3%
WF
639
Welch & Forbes
Massachusetts
$9.5M +$420K +1,555 +5%
AA
640
Ancora Advisors
Ohio
$9.44M -$950K -3,518 -9%
SAM
641
Silvercrest Asset Management
New York
$9.43M -$1.9M -7,049 -17%
LCM
642
Landscape Capital Management
New Jersey
$9.4M -$154M -571,006 -94%
PWW
643
Pettyjohn Wood & White
Virginia
$9.37M -$95.9K -355 -1%
FCBT
644
First Citizens Bank & Trust
North Carolina
$9.34M -$1.97M -7,277 -17%
CBB
645
Citizens Business Bank
California
$9.24M -$89.7K -332 -1%
AIM
646
AMI Investment Management
Indiana
$9.18M -$625K -2,313 -6%
A
647
AdvicePeriod
California
$9.17M +$682K +2,524 +8%
CC
648
Claybrook Capital
Massachusetts
$9.14M +$23.8K +88 +0.3%
CAM
649
Cacti Asset Management
Georgia
$9.14M +$601K +2,225 +7%
AIP
650
Ameritas Investment Partners
Nebraska
$9.08M -$1.24M -4,575 -12%

SPY Hedge Fund Activity: Q2 2018 in Review

1,903 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ETF Trust (SPY) for Q2 2018, worth a combined $174B — up 1.8% from $171B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new SPY positions and 104 closed out — a net gain of 3 holders — while 764 added to existing stakes and 778 trimmed.

The largest buyer was Bank of America, adding an estimated $8.93B. The largest seller was HSBC Holdings, cutting an estimated $3.41B.

  • 1,903 institutional investors held State Street SPDR S&P 500 ETF Trust (SPY) as of Q2 2018, down from 1,918 in Q1 2018.
  • Funds reported $174B of State Street SPDR S&P 500 ETF Trust stock for Q2 2018, up 1.8% quarter-over-quarter.
  • 107 funds opened new State Street SPDR S&P 500 ETF Trust positions in Q2 2018 and 104 closed out, a net change of +3 holders.
  • The largest State Street SPDR S&P 500 ETF Trust buyer in Q2 2018 was Bank of America, an estimated $8.93B added.
  • The largest State Street SPDR S&P 500 ETF Trust seller in Q2 2018 was HSBC Holdings, an estimated $3.41B sold.

Based on aggregated 13F filings for Q2 2018.