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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
BF
1076
Blankinship & Foster
California
$1.5M +$191K +821 +15%
LWAC
1077
Laurel Wealth Advisors (California)
California
$1.49M +$122K +527 +9%
BWFM
1078
Bridgewater Wealth & Financial Management
Maryland
$1.49M -$28.3K -122 -2%
IA
1079
IndexIQ Advisors
New York
$1.48M +$139K +600 +11%
WPC
1080
Waters Parkerson & Co
Louisiana
$1.48M +$524K +2,257 +56%
AWM
1081
Avior Wealth Management
Nebraska
$1.47M +$16.5K +71 +1%
AMG
1082
Asset Management Group
Connecticut
$1.47M -$19.3K -83 -1%
HFA
1083
High Falls Advisors
New York
$1.46M +$929 +4 +0.1%
Credit Agricole
1084
Credit Agricole
France
$1.46M +$81.1K +349 +6%
CCA
1085
Clearwater Capital Advisors
Illinois
$1.46M -$29K -125 -2%
WCM
1086
Wealthcare Capital Management
Virginia
$1.46M +$250K +1,076 +21%
CCM
1087
Compton Capital Management
Rhode Island
$1.45M -$27.2K -117 -2%
WA
1088
WealthTrust-Arizona
Arizona
$1.45M -$5.58K -24 -0.4%
LW
1089
Linscomb Wealth
Texas
$1.45M +$1.63K +7 +0.1%
SFWA
1090
Summit Financial Wealth Advisors
Louisiana
$1.43M -$3.72K -16 -0.3%
WG
1091
Winton Group
United Kingdom
$1.42M -$385K -1,659 -22%
ICA
1092
Infrastructure Capital Advisors
New York
$1.41M +$697K +3,000 +100%
WA
1093
WestEnd Advisors
North Carolina
$1.41M -$26.3M -113,165 -95%
B
1094
Bellecapital
Switzerland
$1.41M
GAG
1095
GM Advisory Group
New York
$1.4M -$163K -700 -11%
BIM
1096
Baldwin Investment Management
Pennsylvania
$1.4M -$5.81K -25 -0.4%
FHA
1097
Flagship Harbor Advisors
Massachusetts
$1.4M -$2.79K -12 -0.2%
AF
1098
Allworth Financial
California
$1.4M +$129K +557 +10%
SA
1099
SpiderRock Advisors
Delaware
$1.39M
RCA
1100
Rowland Carmichael Advisors
Arizona
$1.39M -$102K -437 -7%

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.