We are live on ! Find out more
SPY icon

State Street SPDR S&P 500 ETF Trust

1,918 hedge funds and large institutions have $171B invested in State Street SPDR S&P 500 ETF Trust in 2018 Q1 according to their latest regulatory filings, with 145 funds opening new positions, 746 increasing their positions, 843 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 145 | Existing positions closed: 116

0.86% more ownership

Funds ownership: 67.68%68.54% (+0.86%)

0% more funds holding

Funds holding: 1,9131,918 (+5)

1% less funds holding in top 10

Funds holding in top 10: 618612 (-6)

9% less capital invested

Capital invested by funds: $189B → $171B (-$17.7B)

12% less repeat investments, than reductions

Existing positions increased: 746 | Existing positions reduced: 843

47% less call options, than puts

Call options by funds: $118B | Put options by funds: $225B

Holders
1,918
Holders Change
+5
Holders Change %
+0.26%
% of All Funds
43.95%
Holding in Top 10
612
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-0.97%
% of All Funds
14.02%
New
145
Increased
746
Reduced
843
Closed
116
Calls
$118B
Puts
$225B
Net Calls
-$107B
Net Calls Change
+$12.1B
Name Holding Trade Value Shares
Change
Change in
Stake
SGCA
776
Steel Grove Capital Advisors
Tennessee
$6.2M +$206K +755 +3%
VWA
777
V Wealth Advisors
Kansas
$6.2M +$345K +1,263 +6%
BIM
778
Bridgecreek Investment Management
Oklahoma
$6.18M +$624K +2,285 +11%
AI
779
ArchPoint Investors
Florida
$6.16M
DC
780
Davenport & Co
Virginia
$6.16M +$3.17M +11,628 +99%
FNBOO
781
First National Bank of Omaha
Nebraska
$6.15M +$63.3K +232 +1%
PWM
782
Paulson Wealth Management
Illinois
$6.14M -$531K -1,946 -8%
CCM
783
Colorado Capital Management
Colorado
$6.13M -$112K -410 -2%
PWMAG
784
Pinnacle Wealth Management Advisory Group
New Jersey
$6.12M -$78.9K -289 -1%
HCC
785
Hirtle Callaghan & Co
Pennsylvania
$6.08M +$1.1M +4,015 +21%
Cetera Investment Advisers
786
Cetera Investment Advisers
Illinois
$6.05M +$368K +1,348 +6%
TAM
787
Taurus Asset Management
New York
$5.99M +$448K +1,640 +8%
NFG
788
Next Financial Group
Texas
$5.98M +$2.83M +10,363 +84%
PBO
789
Peoples Bank (Ohio)
Ohio
$5.97M -$136K -500 -2%
BCA
790
Berman Capital Advisors
Georgia
$5.92M -$961K -3,522 -14%
MNG
791
Manning & Napier Group
New York
$5.9M
LSA
792
L & S Advisors
California
$5.85M -$37.1K -136 -0.6%
PAM
793
Peak Asset Management
Colorado
$5.83M -$480K -1,760 -7%
OMC
794
Overbrook Management Corp
New York
$5.81M +$772K +2,829 +15%
DW
795
Domani Wealth
Pennsylvania
$5.74M +$1.34M +4,895 +29%
CHA
796
Cedar Hill Associates
Illinois
$5.72M -$209K -766 -3%
PL
797
Polianta Ltd
Jersey
$5.71M +$273K +1,000 +5%
ICA
798
Infrastructure Capital Advisors
New York
$5.71M +$5.4M +19,770 +1,024%
NB
799
Nicolet Bankshares
Wisconsin
$5.7M +$65.5K +240 +1%
CIM
800
Cambria Investment Management
California
$5.68M -$2.87M -10,507 -33%

SPY Hedge Fund Activity: Q1 2018 in Review

1,918 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ETF Trust (SPY) for Q1 2018, worth a combined $171B — down 9.4% from $189B a quarter earlier.

Buyers outnumbered sellers: 145 funds opened new SPY positions and 116 closed out — a net gain of 29 holders — while 746 added to existing stakes and 843 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $2.51B. The largest seller was Goldman Sachs, cutting an estimated $2.72B.

  • 1,918 institutional investors held State Street SPDR S&P 500 ETF Trust (SPY) as of Q1 2018, up from 1,913 in Q4 2017.
  • Funds reported $171B of State Street SPDR S&P 500 ETF Trust stock for Q1 2018, down 9.4% quarter-over-quarter.
  • 145 funds opened new State Street SPDR S&P 500 ETF Trust positions in Q1 2018 and 116 closed out, a net change of +29 holders.
  • The largest State Street SPDR S&P 500 ETF Trust buyer in Q1 2018 was Deutsche Bank, an estimated $2.51B added.
  • The largest State Street SPDR S&P 500 ETF Trust seller in Q1 2018 was Goldman Sachs, an estimated $2.72B sold.

Based on aggregated 13F filings for Q1 2018.