We are live on ! Find out more
SPY icon

State Street SPDR S&P 500 ETF Trust

2,746 hedge funds and large institutions have $246B invested in State Street SPDR S&P 500 ETF Trust in 2021 Q3 according to their latest regulatory filings, with 138 funds opening new positions, 1,141 increasing their positions, 1,080 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 81

6% more capital invested

Capital invested by funds: $231B → $246B (+$14.9B)

2% more funds holding in top 10

Funds holding in top 10: 769781 (+12)

6% more repeat investments, than reductions

Existing positions increased: 1,141 | Existing positions reduced: 1,080

0.97% more ownership

Funds ownership: 62.38%63.35% (+0.97%)

1% more funds holding

Funds holding: 2,7322,746 (+14)

51% less call options, than puts

Call options by funds: $182B | Put options by funds: $372B

Holders
2,746
Holders Change
+14
Holders Change %
+0.51%
% of All Funds
48.07%
Holding in Top 10
781
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+1.56%
% of All Funds
13.67%
New
138
Increased
1,141
Reduced
1,080
Closed
81
Calls
$182B
Puts
$372B
Net Calls
-$190B
Net Calls Change
-$30.7B
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
876
Maryland Capital Management
Maryland
$10.6M +$266K +603 +3%
PTC
877
Private Trust Company
Ohio
$10.6M -$75.4K -171 -0.7%
CAM
878
Cacti Asset Management
Georgia
$10.6M
BEC
879
Blue Edge Capital
Virginia
$10.5M +$2.32M +5,267 +27%
TWP
880
TFO Wealth Partners
Ohio
$10.5M -$106K -241 -1%
SB
881
Strategic Blueprint
Georgia
$10.5M +$311K +705 +3%
AA
882
Ancora Advisors
Ohio
$10.4M -$59.5K -135 -0.6%
BCA
883
Berman Capital Advisors
Georgia
$10.4M -$1.88M -4,272 -15%
PA
884
Planning Alternatives
Michigan
$10.4M
CI
885
Cordant Inc
Oregon
$10.3M -$392K -889 -4%
FA
886
Fiducient Advisors
Illinois
$10.3M -$819K -1,857 -7%
ST
887
Spinnaker Trust
Maine
$10.3M +$735K +1,666 +7%
CI
888
Cigna Investments
Connecticut
$10.2M -$463K -1,050 -4%
PCA
889
Pallas Capital Advisors
Massachusetts
$10.2M -$5.26M -11,923 -35%
MLL
890
Moody Lynn & Lieberson
Massachusetts
$10.2M -$380K -861 -3%
TAM
891
Tocqueville Asset Management
New York
$10.2M +$62.6K +142 +0.6%
CSPIA
892
Cary Street Partners Investment Advisory
Virginia
$10.1M -$56.5K -128 -0.5%
PA
893
Prism Advisors
California
$10.1M -$66.6K -151 -0.6%
CFA
894
Camarda Financial Advisors
Florida
$10.1M +$10.3M +23,431 New
AWM
895
Apollon Wealth Management
South Carolina
$10M +$2.91M +6,600 +39%
CWMU
896
Caliber Wealth Management (Utah)
Utah
$9.98M +$183K +414 +2%
CRI
897
Colonial River Investments
Virginia
$9.98M +$9.51M +21,567 +2,845%
MOS
898
MGO One Seven
Ohio
$9.98M +$856K +1,941 +10%
AFP
899
Ausdal Financial Partners
Iowa
$9.96M +$3.52M +7,988 +52%
LA
900
Legacy Advisors
Pennsylvania
$9.96M +$7.06K +16 +0.1%

SPY Hedge Fund Activity: Q3 2021 in Review

2,746 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ETF Trust (SPY) for Q3 2021, worth a combined $246B — up 6.4% from $231B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new SPY positions and 81 closed out — a net gain of 57 holders — while 1,141 added to existing stakes and 1,080 trimmed.

The largest buyer was HRT Financial, adding an estimated $3.76B. The largest seller was Citigroup, cutting an estimated $2.25B.

  • 2,746 institutional investors held State Street SPDR S&P 500 ETF Trust (SPY) as of Q3 2021, up from 2,732 in Q2 2021.
  • Funds reported $246B of State Street SPDR S&P 500 ETF Trust stock for Q3 2021, up 6.4% quarter-over-quarter.
  • 138 funds opened new State Street SPDR S&P 500 ETF Trust positions in Q3 2021 and 81 closed out, a net change of +57 holders.
  • The largest State Street SPDR S&P 500 ETF Trust buyer in Q3 2021 was HRT Financial, an estimated $3.76B added.
  • The largest State Street SPDR S&P 500 ETF Trust seller in Q3 2021 was Citigroup, an estimated $2.25B sold.

Based on aggregated 13F filings for Q3 2021.