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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
GC
1101
Gilbert & Cook
Iowa
$1.38M -$2.56K -11 -0.2%
DK
1102
Darrell & King
Virginia
$1.36M -$77.8K -335 -5%
ACM
1103
American Capital Management
New York
$1.36M
EHC
1104
Everett Harris & Co
California
$1.36M -$19.5K -84 -1%
WA
1105
WFG Advisors
Texas
$1.35M -$91.8K -395 -6%
AI
1106
Accredited Investors
Minnesota
$1.34M +$646K +2,781 +95%
FIG
1107
FundX Investment Group
California
$1.34M
MUS
1108
Mitsubishi UFJ Securities
Japan
$1.34M
AA
1109
AlphaMark Advisors
Kentucky
$1.34M +$238K +1,025 +22%
DAS
1110
Dynamic Advisor Solutions
Arizona
$1.32M -$861K -3,707 -40%
SDIC
1111
South Dakota Investment Council
South Dakota
$1.32M -$1.12M -4,800 -46%
ANBT
1112
American National Bank & Trust
Texas
$1.32M
LS
1113
Lattice Strategies
Pennsylvania
$1.31M -$606K -2,610 -32%
RIG
1114
Renaissance Investment Group
Massachusetts
$1.3M -$37.9K -163 -3%
PCM
1115
Palisade Capital Management
New Jersey
$1.3M +$1.28M +5,500 New
APP
1116
Avantax Planning Partners
Iowa
$1.29M +$49.7K +214 +4%
CCM
1117
Crossvault Capital Management
Texas
$1.29M -$15.8K -68 -1%
ACM
1118
Alethea Capital Management
Washington
$1.29M -$465 -2 -0%
EGA
1119
E&G Advisors
Texas
$1.29M
PIM
1120
Provident Investment Management
Michigan
$1.28M -$157K -675 -11%
FMWA
1121
Forvis Mazars Wealth Advisors
Missouri
$1.28M +$418K +1,799 +49%
BWM
1122
BerganKDV Wealth Management
Minnesota
$1.28M +$314K +1,352 +33%
RPGK
1123
Retirement Planning Group (Kansas)
Kansas
$1.28M -$6.74K -29 -0.5%
WCMN
1124
Westchester Capital Management (Nebraska)
Nebraska
$1.27M -$1.57M -6,755 -56%
IC
1125
Investment Counsel
Michigan
$1.27M +$39.5K +170 +3%

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.