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
MIM
1001
Marco Investment Management
Georgia
$7.98M -$3.97K -9 -0%
PWPS
1002
Pinnacle Wealth Planning Services
Ohio
$7.97M +$8.19M +18,564 New
NFG
1003
Next Financial Group
Texas
$7.92M +$172K +391 +2%
GI
1004
GAMCO Investors
Connecticut
$7.9M
SAM
1005
Strategy Asset Managers
California
$7.9M -$65.7K -149 -0.8%
HWA
1006
Heritage Wealth Advisors
Virginia
$7.86M -$52.9K -120 -0.7%
WA
1007
Wealth Alliance
New York
$7.86M -$3.09K -7 -0%
IWP
1008
Innova Wealth Partners
Pennsylvania
$7.79M +$1.69M +3,833 +27%
1832 Asset Management
1009
1832 Asset Management
Ontario, Canada
$7.79M -$1.29M -2,916 -14%
LOAMS
1010
Lombard Odier Asset Management (Switzerland)
Switzerland
$7.78M -$519K -1,177 -6%
PWP
1011
Personal Wealth Partners
Minnesota
$7.74M -$149K -338 -2%
CL
1012
CSS LLC
Illinois
$7.72M +$3.97M +9,000 +100%
I
1013
INVST
Indiana
$7.72M -$247K -560 -3%
CFO
1014
Collective Family Office
Pennsylvania
$7.72M -$1.43M -3,237 -15%
TA
1015
TrueWealth Advisors
Alabama
$7.69M -$95.7K -217 -1%
IAIM
1016
International Assets Investment Management
Florida
$7.64M +$371K +842 +5%
SOADOR
1017
State of Alaska Department of Revenue
Alaska
$7.63M +$2.31M +5,238 +42%
GWM
1018
GSB Wealth Management
Connecticut
$7.59M -$128K -291 -2%
OPCM
1019
Osborne Partners Capital Management
California
$7.58M +$379K +860 +5%
FWM
1020
Foresight Wealth Management
Utah
$7.57M +$302K +685 +4%
BFEC
1021
Benjamin F. Edwards & Company
Missouri
$7.57M -$113K -257 -1%
Aberdeen Group
1022
Aberdeen Group
United Kingdom
$7.52M +$7.73M +17,528 New
KM
1023
Kalos Management
Georgia
$7.48M +$1.94M +4,387 +38%
DW
1024
Domani Wealth
Pennsylvania
$7.47M -$699K -1,584 -8%
CWM
1025
Capital Wealth Management
Rhode Island
$7.46M -$941K -2,133 -11%

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.