We are live on ! Find out more
SPY icon

State Street SPDR S&P 500 ETF Trust

2,140 hedge funds and large institutions have $176B invested in State Street SPDR S&P 500 ETF Trust in 2019 Q2 according to their latest regulatory filings, with 118 funds opening new positions, 817 increasing their positions, 903 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 83

3% more capital invested

Capital invested by funds: $171B → $176B (+$5.2B)

0.92% more ownership

Funds ownership: 64.89%65.81% (+0.92%)

0% more funds holding

Funds holding: 2,1322,140 (+8)

10% less repeat investments, than reductions

Existing positions increased: 817 | Existing positions reduced: 903

2% less funds holding in top 10

Funds holding in top 10: 648633 (-15)

43% less call options, than puts

Call options by funds: $123B | Put options by funds: $216B

Holders
2,140
Holders Change
+8
Holders Change %
+0.38%
% of All Funds
46.48%
Holding in Top 10
633
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-2.31%
% of All Funds
13.75%
New
118
Increased
817
Reduced
903
Closed
83
Calls
$123B
Puts
$216B
Net Calls
-$93.4B
Net Calls Change
-$5.88B
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1101
Glovista Investments
New Jersey
$2.88M +$2.83M +9,831 New
AC
1102
Alley Company
Illinois
$2.87M -$1.58M -5,495 -36%
ZF
1103
Zhang Financial
Michigan
$2.87M -$405K -1,407 -13%
PAM
1104
Pegasus Asset Management
New York
$2.87M -$20.2K -70 -0.7%
HIMC
1105
Heritage Investors Management Corp
Maryland
$2.86M +$189K +657 +7%
IFWM
1106
Institute for Wealth Management
Colorado
$2.86M -$3.25M -11,286 -54%
BCM
1107
BTR Capital Management
California
$2.86M -$107K -370 -4%
CAN
1108
Claraphi Advisory Network
United States
$2.85M +$1.74M +6,030 +163%
BPB
1109
Badgley, Phelps & Bell
Washington
$2.84M +$372K +1,291 +15%
OPCM
1110
Osborne Partners Capital Management
California
$2.84M +$68K +236 +2%
Tudor Investment Corp
1111
Tudor Investment Corp
Connecticut
$2.83M -$108M -376,560 -98%
FAN
1112
Financial Advisors Network
California
$2.83M
ADL
1113
Asset Dedication LLC
California
$2.82M +$327K +1,135 +13%
HSA
1114
HBK Sorce Advisory
Pennsylvania
$2.82M -$127K -442 -4%
IC
1115
Iconiq Capital
California
$2.81M +$11.5K +40 +0.4%
KLI
1116
Kelman-Lazarov Inc
Tennessee
$2.8M -$96.8K -336 -3%
OFG
1117
Omega Financial Group
California
$2.8M -$156K -542 -5%
AW
1118
ACG Wealth
Georgia
$2.79M +$70.8K +246 +3%
SFM
1119
Signet Financial Management
New Jersey
$2.79M +$636K +2,210 +31%
RT
1120
Rockland Trust
Massachusetts
$2.77M -$57.6K -200 -2%
HFS
1121
Howard Financial Services
Texas
$2.75M +$2.59K +9 +0.1%
WA
1122
Waverly Advisors
Alabama
$2.74M -$864K -3,000 -24%
1IA
1123
1834 Investment Advisors
Wisconsin
$2.74M -$93.3K -324 -3%
RMC
1124
Regis Management Company
California
$2.73M -$2.72M -9,439 -50%
PO
1125
Private Ocean
California
$2.73M +$4.32K +15 +0.2%

SPY Hedge Fund Activity: Q2 2019 in Review

2,140 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ETF Trust (SPY) for Q2 2019, worth a combined $176B — up 3% from $171B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new SPY positions and 83 closed out — a net gain of 35 holders — while 817 added to existing stakes and 903 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $4.13B. The largest seller was Nomura Holdings, exiting entirely with an estimated $2.13B sold.

  • 2,140 institutional investors held State Street SPDR S&P 500 ETF Trust (SPY) as of Q2 2019, up from 2,132 in Q1 2019.
  • Funds reported $176B of State Street SPDR S&P 500 ETF Trust stock for Q2 2019, up 3% quarter-over-quarter.
  • 118 funds opened new State Street SPDR S&P 500 ETF Trust positions in Q2 2019 and 83 closed out, a net change of +35 holders.
  • The largest State Street SPDR S&P 500 ETF Trust buyer in Q2 2019 was Susquehanna International Group, an estimated $4.13B added.
  • The largest State Street SPDR S&P 500 ETF Trust seller in Q2 2019 was Nomura Holdings, an estimated $2.13B sold.

Based on aggregated 13F filings for Q2 2019.