We are live on ! Find out more
SPY icon

State Street SPDR S&P 500 ETF Trust
SPY

1,024 hedge funds and large institutions have $112B invested in State Street SPDR S&P 500 ETF Trust in 2013 Q2 according to their latest regulatory filings, with 1,024 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

83.96% more ownership

Funds ownership: 0% → 83.96% (+84%)

32% less call options, than puts

Call options by funds: $59.1B | Put options by funds: $87.6B

Holders
1,024
Holders Change
+1,024
Holders Change %
–
% of All Funds
33.42%
Holding in Top 10
322
Holding in Top 10 Change
+322
Holding in Top 10 Change %
% of All Funds
10.51%
New
1,024
Increased
–
Reduced
–
Closed
–
Calls
$59.1B
Puts
$87.6B
Net Calls
-$28.4B
Net Calls Change
-$28.4B

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
RMC
676
Regis Management Company
California
$1.51M +$1.52M +9,410 New
LWMT
677
Legacy Wealth Management (Tennessee)
Tennessee
$1.51M +$1.52M +9,414 New
TMC
678
Trellus Management Company
Florida
$1.49M +$1.5M +9,300 New
AAS
679
Annex Advisory Services
Wisconsin
$1.48M +$1.49M +9,250 New
MCM
680
Murphy Capital Management
New Jersey
$1.48M +$1.48M +9,197 New
OAM
681
Oberweis Asset Management
Illinois
$1.48M +$1.48M +9,200 New
BFPW
682
BOK Financial Private Wealth
Colorado
$1.47M +$1.48M +9,189 New
AWMS
683
Advocacy Wealth Management Services
Georgia
$1.47M +$1.48M +9,178 New
SGCA
684
Steel Grove Capital Advisors
Tennessee
$1.45M +$1.44M +8,962 New
NL
685
NWAM LLC
Washington
$1.41M +$1.42M +8,807 New
RNS
686
Robert N. Shapiro
$1.41M +$1.42M +8,794 New
SIA
687
Spruce Investment Advisors
Connecticut
$1.41M +$1.41M +8,761 New
DDPIC
688
Deroy & Devereaux Private Investment Counsel
Michigan
$1.4M +$1.41M +8,755 New
MLL
689
Moody Lynn & Lieberson
Massachusetts
$1.4M +$1.41M +8,746 New
AAC
690
Asset Advisors Corp
Georgia
$1.4M +$1.4M +8,715 New
ICOA
691
Investment Centers of America
North Dakota
$1.4M +$1.41M +8,730 New
TWA
692
TCI Wealth Advisors
Arizona
$1.38M +$1.38M +8,595 New
PFO
693
Pathstone Family Office
New Jersey
$1.38M +$1.38M +8,590 New
MWR
694
McAdams Wright Ragen
Washington
$1.37M +$1.37M +8,534 New
PCM
695
Palisade Capital Management
New Jersey
$1.35M +$1.36M +8,420 New
HSA
696
HBK Sorce Advisory
Pennsylvania
$1.35M +$1.35M +8,396 New
UR
697
USCA RIA
Texas
$1.34M +$1.35M +8,360 New
MC
698
MSF Capital
New York
$1.33M – – –
CCM
699
Compton Capital Management
Rhode Island
$1.32M +$1.32M +8,210 New
MC
700
Middleton & Co
Massachusetts
$1.3M +$1.31M +8,124 New
26 27
28
29 30

SPY Hedge Fund Activity: Q2 2013 in Review

1,024 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ETF Trust (SPY) for Q2 2013, worth a combined $112B.

Buyers outnumbered sellers: 1,024 funds opened new SPY positions and 0 closed out — a net gain of 1,024 holders — while 0 added to existing stakes and 0 trimmed.

  • 1,024 institutional investors held State Street SPDR S&P 500 ETF Trust (SPY) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $112B of State Street SPDR S&P 500 ETF Trust stock for Q2 2013.
  • 1,024 funds opened new State Street SPDR S&P 500 ETF Trust positions in Q2 2013 and 0 closed out, a net change of +1,024 holders.

Based on aggregated 13F filings for Q2 2013.