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State Street SPDR S&P 500 ETF Trust

1,642 hedge funds and large institutions have $174B invested in State Street SPDR S&P 500 ETF Trust in 2017 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 640 increasing their positions, 704 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 104

8% more capital invested

Capital invested by funds: $161B → $174B (+$12.5B)

1% more funds holding in top 10

Funds holding in top 10: 530535 (+5)

0.01% more ownership

Funds ownership: 72.37%72.37% (+0.01%)

1% less funds holding

Funds holding: 1,6541,642 (-12)

9% less repeat investments, than reductions

Existing positions increased: 640 | Existing positions reduced: 704

46% less call options, than puts

Call options by funds: $74B | Put options by funds: $138B

Holders
1,642
Holders Change
-12
Holders Change %
-0.73%
% of All Funds
40.88%
Holding in Top 10
535
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+0.94%
% of All Funds
13.32%
New
117
Increased
640
Reduced
704
Closed
104
Calls
$74B
Puts
$138B
Net Calls
-$63.6B
Net Calls Change
-$14.2B
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
826
Mission Wealth Management
California
$3.53M +$10.9K +47 +0.3%
CCA
827
Checchi Capital Advisers
California
$3.53M -$171K -737 -5%
BAM
828
Barrett Asset Management
New York
$3.52M +$112K +480 +3%
IC
829
Inverness Counsel
New York
$3.48M
FTS
830
Fifth Third Securities
Ohio
$3.48M +$44.8K +193 +1%
JWBC
831
J.W. Burns & Co
New York
$3.46M +$643K +2,767 +23%
DWM
832
Dakota Wealth Management
Florida
$3.45M -$12.5K -54 -0.4%
FBA
833
Front Barnett Associates
Illinois
$3.45M -$106K -455 -3%
CWA
834
Cypress Wealth Advisors
California
$3.43M +$63.7K +274 +2%
MIM
835
Macroview Investment Management
Maryland
$3.43M +$106K +456 +3%
NG
836
NatWest Group
United Kingdom
$3.42M +$2.32M +10,000 +222%
SCM
837
Shelton Capital Management
Colorado
$3.42M +$137K +589 +4%
BW
838
Bison Wealth
Georgia
$3.41M +$343K +1,476 +11%
CS
839
Cannell & Spears
New York
$3.39M +$213K +915 +7%
MC
840
Middleton & Co
Massachusetts
$3.39M +$168K +723 +5%
BO
841
Bach Option
Hong Kong
$3.38M +$1.44M +6,194 +76%
BIC
842
Beach Investment Counsel
Pennsylvania
$3.37M
WA
843
Waverly Advisors
Alabama
$3.37M +$56.5K +243 +2%
WDL
844
Well Done LLC
Michigan
$3.37M +$736K +3,167 +28%
Luther King Capital Management (LKCM)
845
Luther King Capital Management (LKCM)
Texas
$3.33M +$857K +3,688 +35%
AMM
846
American Money Management
California
$3.32M -$317K -1,365 -9%
VCAM
847
Van Cleef Asset Management
Ohio
$3.31M
TI
848
Telemetry Investments
New York
$3.3M +$3.25M +14,000 New
WPC
849
White Pine Capital
Minnesota
$3.27M +$485K +2,087 +18%
RP
850
Riverbridge Partners
Minnesota
$3.26M -$459K -1,975 -12%

SPY Hedge Fund Activity: Q1 2017 in Review

1,642 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ETF Trust (SPY) for Q1 2017, worth a combined $174B — up 7.8% from $161B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new SPY positions and 104 closed out — a net gain of 13 holders — while 640 added to existing stakes and 704 trimmed.

The largest buyer was Wells Fargo, adding an estimated $3.87B. The largest seller was JP Morgan Chase, cutting an estimated $2.21B.

  • 1,642 institutional investors held State Street SPDR S&P 500 ETF Trust (SPY) as of Q1 2017, down from 1,654 in Q4 2016.
  • Funds reported $174B of State Street SPDR S&P 500 ETF Trust stock for Q1 2017, up 7.8% quarter-over-quarter.
  • 117 funds opened new State Street SPDR S&P 500 ETF Trust positions in Q1 2017 and 104 closed out, a net change of +13 holders.
  • The largest State Street SPDR S&P 500 ETF Trust buyer in Q1 2017 was Wells Fargo, an estimated $3.87B added.
  • The largest State Street SPDR S&P 500 ETF Trust seller in Q1 2017 was JP Morgan Chase, an estimated $2.21B sold.

Based on aggregated 13F filings for Q1 2017.