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State Street SPDR S&P 500 ETF Trust

1,213 hedge funds and large institutions have $138B invested in State Street SPDR S&P 500 ETF Trust in 2014 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 475 increasing their positions, 508 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 67

5% more capital invested

Capital invested by funds: $131B → $138B (+$6.75B)

1% more funds holding

Funds holding: 1,2011,213 (+12)

0.16% more ownership

Funds ownership: 81.44%81.6% (+0.16%)

6% less repeat investments, than reductions

Existing positions increased: 475 | Existing positions reduced: 508

5% less funds holding in top 10

Funds holding in top 10: 385367 (-18)

57% less call options, than puts

Call options by funds: $46.4B | Put options by funds: $108B

Holders
1,213
Holders Change
+12
Holders Change %
+1%
% of All Funds
34.85%
Holding in Top 10
367
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-4.68%
% of All Funds
10.54%
New
83
Increased
475
Reduced
508
Closed
67
Calls
$46.4B
Puts
$108B
Net Calls
-$61.6B
Net Calls Change
-$24B
Name Holding Trade Value Shares
Change
Change in
Stake
LFR
1176
Lehman Financial Resources
Pennsylvania
$92K -$66K -347 -43%
EWM
1177
Edge Wealth Management
New York
$80K +$380 +2 +0.5%
EAMA
1178
EFG Asset Management (Americas)
Florida
$78K -$148K -779 -66%
ACMI
1179
Amida Capital Management II
New York
$78K +$76.1K +400 New
FBT
1180
Founders Bank & Trust
Michigan
$77K
LWM
1181
Lenox Wealth Management
Ohio
$68K -$72.3K -380 -52%
MAS
1182
Madden Advisory Services
Florida
$67K +$1.52K +8 +2%
AC
1183
Andromeda Capital
New York
$59K +$57K +300 New
WA
1184
WestEnd Advisors
North Carolina
$58.1K +$56.5K +297 New
MIM
1185
Macroview Investment Management
Maryland
$58K -$42.8K -225 -43%
AA
1186
AlphaMark Advisors
Kentucky
$58K -$4.94K -26 -8%
CCS
1187
Crosspoint Capital Strategies
California
$57K -$919K -4,835 -94%
MSFP
1188
Mark Sheptoff Financial Planning
Connecticut
$56K +$4.75K +25 +10%
ICM
1189
ICC Capital Management
Florida
$56K +$54.6K +287 New
CAW
1190
Cornerstone Advisors (Washington)
Washington
$55K -$66.9K -352 -56%
TFO
1191
Tarbox Family Office
California
$55K
ARMC
1192
American Research & Management Company
Massachusetts
$51K
AFIA
1193
America First Investment Advisors
Nebraska
$49K
FMB
1194
Field & Main Bank
Kentucky
$43K
HI
1195
Hudock Inc
Pennsylvania
$42K +$36.5K +192 +768%
MDCM
1196
Morgan Dempsey Capital Management
Wisconsin
$40K
BCAM
1197
Boston Common Asset Management
Massachusetts
$40K +$4.18K +22 +12%
DAM
1198
Delta Asset Management
Tennessee
$39K -$837K -4,400 -96%
NBC
1199
Neuberger Berman Canada
Ontario, Canada
$39K
SIA
1200
SeaBridge Investment Advisors
New Jersey
$39K

SPY Hedge Fund Activity: Q2 2014 in Review

1,213 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ETF Trust (SPY) for Q2 2014, worth a combined $138B — up 5.2% from $131B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new SPY positions and 67 closed out — a net gain of 16 holders — while 475 added to existing stakes and 508 trimmed.

The largest buyer was Nomura Holdings, adding an estimated $2.49B. The largest seller was Bank of New York Mellon, cutting an estimated $6.13B.

  • 1,213 institutional investors held State Street SPDR S&P 500 ETF Trust (SPY) as of Q2 2014, up from 1,201 in Q1 2014.
  • Funds reported $138B of State Street SPDR S&P 500 ETF Trust stock for Q2 2014, up 5.2% quarter-over-quarter.
  • 83 funds opened new State Street SPDR S&P 500 ETF Trust positions in Q2 2014 and 67 closed out, a net change of +16 holders.
  • The largest State Street SPDR S&P 500 ETF Trust buyer in Q2 2014 was Nomura Holdings, an estimated $2.49B added.
  • The largest State Street SPDR S&P 500 ETF Trust seller in Q2 2014 was Bank of New York Mellon, an estimated $6.13B sold.

Based on aggregated 13F filings for Q2 2014.