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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
BOK
751
Bank of Kentucky
Kentucky
$948K +$952K +5,910 New
CAM
752
Capstone Asset Management
Texas
$945K +$949K +5,890 New
M
753
MOTCO
Texas
$944K +$948K +5,885 New
EFS
754
Essex Financial Services
Connecticut
$942K +$946K +5,870 New
QBFM
755
QS Batterymarch Financial Management
New York
$939K +$943K +5,852 New
IC
756
Inverness Counsel
New York
$937K – – –
PFC
757
Poplar Forest Capital
California
$934K +$938K +5,822 New
HCM
758
HM Capital Management
Missouri
$934K +$938K +5,824 New
BFIM
759
Beese Fulmer Investment Management
Ohio
$926K +$930K +5,771 New
FSA
760
Franklin Street Advisors
North Carolina
$921K +$925K +5,742 New
FANJ
761
Financial Architects (New Jersey)
New Jersey
$918K +$924K +5,736 New
RTS
762
Round Table Services
New Jersey
$914K +$918K +5,699 New
MGIA
763
Moneta Group Investment Advisors
Missouri
$907K +$910K +5,651 New
PFC
764
Phocas Financial Corp
California
$903K +$907K +5,630 New
BJL
765
Brighton Jones LLC
Washington
$901K +$905K +5,619 New
MFP
766
Mosaic Financial Partners
California
$896K +$901K +5,591 New
PWS
767
Peloton Wealth Strategists
Indiana
$895K +$899K +5,582 New
WPC
768
Waters Parkerson & Co
Louisiana
$895K +$899K +5,582 New
AP
769
Advisor Partners
California
$883K +$887K +5,506 New
CCG
770
Cypress Capital Group
Florida
$880K +$884K +5,485 New
ELC
771
Edgar Lomax Company
Virginia
$879K +$883K +5,480 New
BRWA
772
B. Riley Wealth Advisors
Florida
$877K +$881K +5,468 New
GJIC
773
Gamble Jones Investment Counsel
California
$869K +$872K +5,414 New
HCA
774
Harbour Capital Advisors
Virginia
$863K +$867K +5,380 New
BONST
775
Bank of Nova Scotia Trust
Ontario, Canada
$848K +$827K +5,135 New
29 30
31
32 33

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.