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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
KBC Group
1026
KBC Group
Belgium
$1.68M -$41.1K -177 -2%
CAM
1027
Cypress Asset Management
Texas
$1.68M -$40.7K -175 -2%
FLI
1028
Family Legacy Inc
South Carolina
$1.67M +$1.65M +7,101 New
CG
1029
Corundum Group
Colorado
$1.66M +$92.7K +399 +6%
CAM
1030
Capstone Asset Management
Texas
$1.66M -$927K -3,989 -36%
CA
1031
Commerzbank Aktiengesellschaft
Germany
$1.66M +$1.64M +7,050 New
CA
1032
Clearstead Advisors
Ohio
$1.66M -$1.86K -8 -0.1%
FA
1033
Fagan Associates
New York
$1.65M -$47.4K -204 -3%
LWCFA
1034
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.65M +$159K +686 +11%
RIL
1035
Rothschild Investment LLC
Illinois
$1.65M -$158K -681 -9%
FMC
1036
First Merchants Corp
Indiana
$1.65M +$79.9K +344 +5%
RSVP
1037
Ramsay Stattman Vela & Price
Colorado
$1.64M -$125K -538 -7%
AWP
1038
Ascent Wealth Partners
New York
$1.64M +$797K +3,430 +97%
VCM
1039
Versant Capital Management
Arizona
$1.64M +$9.06K +39 +0.6%
RMAM
1040
Raab & Moskowitz Asset Management
New Jersey
$1.63M -$929 -4 -0.1%
SGAM
1041
Steinberg Global Asset Management
Florida
$1.63M
MG
1042
Meritage Group
California
$1.63M -$550K -2,367 -26%
WVP
1043
Worth Venture Partners
New Jersey
$1.63M +$1.6M +6,900 New
SWK
1044
Stephen W. Kidder
$1.63M
FCT
1045
Family Capital Trust
Massachusetts
$1.62M -$238K -1,025 -13%
FMII
1046
Farmers & Merchants Investments Inc
Nebraska
$1.62M +$80.6K +347 +5%
NFC
1047
Northeast Financial Consultants
Connecticut
$1.61M +$379K +1,633 +31%
Koshinski Asset Management
1048
Koshinski Asset Management
Illinois
$1.61M +$766K +3,295 +93%
AP
1049
Advisor Partners
California
$1.61M -$107K -459 -6%
SS
1050
Simplicity Solutions
Minnesota
$1.61M -$636K -2,735 -29%

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.