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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
HIMC
951
Heritage Investors Management Corp
Maryland
$2.22M -$11.6K -50 -0.5%
HCMT
952
Highland Capital Management (Tennessee)
Tennessee
$2.21M -$184K -792 -8%
CHC
953
City Holding Co
West Virginia
$2.21M +$14.6K +63 +0.7%
GKWIM
954
Gerber Kawasaki Wealth & Investment Management
California
$2.2M -$784K -3,375 -26%
SCM
955
SOL Capital Management
Maryland
$2.2M -$3.58M -15,418 -62%
LWM
956
LBA Wealth Management
Florida
$2.19M -$145K -625 -6%
IP
957
Intellectus Partners
California
$2.18M
CBU
958
CIBC Bank USA
Illinois
$2.17M -$20K -86 -0.9%
LWMT
959
Legacy Wealth Management (Tennessee)
Tennessee
$2.16M +$465 +2 +0%
MCM
960
Maryland Capital Management
Maryland
$2.16M +$1.1M +4,725 +106%
PWSG
961
Pacific Wealth Strategies Group
California
$2.16M +$838K +3,607 +65%
EFSCE
962
Enterprise Financial Services Corp (EFSC)
Missouri
$2.15M +$52K +224 +3%
UBWV
963
United Bank (West Virginia)
West Virginia
$2.15M -$97.8K -421 -4%
GP
964
Girard Partners
Pennsylvania
$2.15M -$129K -556 -6%
RGC
965
Roberts, Glore & Co
Illinois
$2.14M -$59.3K -255 -3%
BMO
966
Beck Mack & Oliver
New York
$2.14M -$192K -828 -8%
1IA
967
1834 Investment Advisors
Wisconsin
$2.14M -$240K -1,034 -10%
BDF
968
Balasa Dinverno & Foltz
$2.11M -$30.9K -133 -1%
NSAM
969
North Star Asset Management
Wisconsin
$2.1M -$25.6K -110 -1%
LCM
970
LVM Capital Management
Michigan
$2.1M +$43.7K +188 +2%
CCT
971
Capital City Trust
Florida
$2.1M +$185K +795 +10%
WCM
972
Washington Capital Management
Washington
$2.09M -$110K -475 -5%
CCFCSB
973
Cape Cod Five Cents Savings Bank
Massachusetts
$2.09M -$87.1K -375 -4%
TWA
974
TCI Wealth Advisors
Arizona
$2.08M -$69K -297 -3%
BSW
975
Buckingham Strategic Wealth
Missouri
$2.08M +$419K +1,803 +26%

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.