We are live on ! Find out more
SPY icon

State Street SPDR S&P 500 ETF Trust

2,732 hedge funds and large institutions have $231B invested in State Street SPDR S&P 500 ETF Trust in 2021 Q2 according to their latest regulatory filings, with 146 funds opening new positions, 1,090 increasing their positions, 1,127 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 146 | Existing positions closed: 99

3% more funds holding in top 10

Funds holding in top 10: 747769 (+22)

3% more capital invested

Capital invested by funds: $225B → $231B (+$6.68B)

0% more funds holding

Funds holding: 2,7212,732 (+11)

3% less repeat investments, than reductions

Existing positions increased: 1,090 | Existing positions reduced: 1,127

3.67% less ownership

Funds ownership: 66.05%62.38% (-3.7%)

51% less call options, than puts

Call options by funds: $154B | Put options by funds: $314B

Holders
2,732
Holders Change
+11
Holders Change %
+0.4%
% of All Funds
47.55%
Holding in Top 10
769
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+2.95%
% of All Funds
13.38%
New
146
Increased
1,090
Reduced
1,127
Closed
99
Calls
$154B
Puts
$314B
Net Calls
-$160B
Net Calls Change
-$18.9B
Name Holding Trade Value Shares
Change
Change in
Stake
PCP
801
Proficio Capital Partners
Massachusetts
$11.8M
TCM
802
Triumph Capital Management
Colorado
$11.8M +$11.3M +27,080 New
MA
803
Mutual Advisors
Nebraska
$11.8M +$3.2M +7,669 +38%
BAM
804
Blueshift Asset Management
New Jersey
$11.8M +$11M +26,260 +2,052%
CBB
805
Citizens Business Bank
California
$11.8M -$451K -1,081 -4%
TC
806
TownSquare Capital
Utah
$11.7M +$681K +1,632 +6%
WA
807
Winfield Associates
Ohio
$11.7M -$36.3K -87 -0.3%
PMFA
808
Plante Moran Financial Advisors
Michigan
$11.6M -$182K -437 -2%
NR
809
Newfound Research
Massachusetts
$11.6M -$2.98M -7,141 -21%
FA
810
Freestate Advisors
Kansas
$11.6M +$126M +301,202 New
SCM
811
Stordahl Capital Management
Colorado
$11.6M -$882K -2,113 -7%
OL
812
Optas LLC
Texas
$11.5M
NEGWA
813
New England Guild Wealth Advisors
Connecticut
$11.5M -$154K -369 -1%
GWSG
814
GPS Wealth Strategies Group
Colorado
$11.5M +$770K +1,845 +7%
SC
815
Savant Capital
Illinois
$11.5M +$600K +1,437 +6%
CWA
816
Clarity Wealth Advisors
California
$11.4M +$867K +2,077 +8%
SAMT
817
Select Asset Management & Trust
Pennsylvania
$11.4M -$1.12M -2,694 -9%
BWM
818
Brickley Wealth Management
California
$11.4M
CA
819
Claro Advisors
Massachusetts
$11.4M +$415K +994 +4%
WIA
820
World Investment Advisors
California
$11.4M -$356K -852 -3%
CHJWM
821
Carlton Hofferkamp & Jenks Wealth Management
Texas
$11.3M -$146K -349 -1%
NCM
822
Neumann Capital Management
California
$11.3M +$31.7K +76 +0.3%
JWCA
823
J.W. Coons Advisors
Ohio
$11.3M -$129K -310 -1%
BCWM
824
Bartlett & Co Wealth Management
Ohio
$11.3M +$647K +1,551 +6%
MBT
825
Montecito Bank & Trust
California
$11.3M -$677K -1,621 -6%

SPY Hedge Fund Activity: Q2 2021 in Review

2,732 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ETF Trust (SPY) for Q2 2021, worth a combined $231B — up 3% from $225B a quarter earlier.

Buyers outnumbered sellers: 146 funds opened new SPY positions and 99 closed out — a net gain of 47 holders — while 1,090 added to existing stakes and 1,127 trimmed.

The largest buyer was HSBC Holdings, adding an estimated $2.58B. The largest seller was Morgan Stanley, cutting an estimated $6.83B.

  • 2,732 institutional investors held State Street SPDR S&P 500 ETF Trust (SPY) as of Q2 2021, up from 2,721 in Q1 2021.
  • Funds reported $231B of State Street SPDR S&P 500 ETF Trust stock for Q2 2021, up 3% quarter-over-quarter.
  • 146 funds opened new State Street SPDR S&P 500 ETF Trust positions in Q2 2021 and 99 closed out, a net change of +47 holders.
  • The largest State Street SPDR S&P 500 ETF Trust buyer in Q2 2021 was HSBC Holdings, an estimated $2.58B added.
  • The largest State Street SPDR S&P 500 ETF Trust seller in Q2 2021 was Morgan Stanley, an estimated $6.83B sold.

Based on aggregated 13F filings for Q2 2021.