We are live on ! Find out more
SPY icon

State Street SPDR S&P 500 ETF Trust

2,746 hedge funds and large institutions have $246B invested in State Street SPDR S&P 500 ETF Trust in 2021 Q3 according to their latest regulatory filings, with 138 funds opening new positions, 1,141 increasing their positions, 1,080 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 81

6% more capital invested

Capital invested by funds: $231B → $246B (+$14.9B)

2% more funds holding in top 10

Funds holding in top 10: 769781 (+12)

6% more repeat investments, than reductions

Existing positions increased: 1,141 | Existing positions reduced: 1,080

0.97% more ownership

Funds ownership: 62.38%63.35% (+0.97%)

1% more funds holding

Funds holding: 2,7322,746 (+14)

51% less call options, than puts

Call options by funds: $182B | Put options by funds: $372B

Holders
2,746
Holders Change
+14
Holders Change %
+0.51%
% of All Funds
48.07%
Holding in Top 10
781
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+1.56%
% of All Funds
13.67%
New
138
Increased
1,141
Reduced
1,080
Closed
81
Calls
$182B
Puts
$372B
Net Calls
-$190B
Net Calls Change
-$30.7B
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1176
Aries Wealth Management
Maine
$5.43M +$180K +407 +3%
SWM
1177
SeaCrest Wealth Management
New York
$5.42M +$325K +737 +6%
NGA
1178
Naples Global Advisors
Florida
$5.42M -$103K -233 -2%
VC
1179
Veracity Capital
Georgia
$5.42M -$2.47M -5,590 -31%
BPWM
1180
Badgley Phelps Wealth Managers
Washington
$5.41M +$5.56M +12,615 New
CAM
1181
Carret Asset Management
New York
$5.41M -$180K -407 -3%
AIC
1182
Ayalon Insurance Company
Israel
$5.41M -$2.57M -5,833 -32%
ESCM
1183
Echo Street Capital Management
New York
$5.4M -$9.77M -22,153 -64%
MA
1184
MONECO Advisors
Connecticut
$5.39M +$1.66M +3,761 +43%
RCM
1185
RB Capital Management
Nevada
$5.36M -$213K -483 -4%
PCA
1186
Peddock Capital Advisors
Massachusetts
$5.35M +$41.9K +95 +0.8%
RZH
1187
Relyea Zuckerberg Hanson
Connecticut
$5.35M +$643K +1,458 +13%
AP
1188
Americana Partners
Texas
$5.34M +$2.87M +6,512 +110%
MSFS
1189
Main Street Financial Solutions
Pennsylvania
$5.29M +$231K +524 +4%
SAM
1190
Seelaus Asset Management
New Jersey
$5.28M +$102K +232 +2%
C
1191
Cliffwater
California
$5.24M
EW
1192
Emerson Wealth
Michigan
$5.23M -$47.2K -107 -0.9%
MG
1193
Mather Group
Illinois
$5.22M +$268K +607 +5%
MCA
1194
Mercer Capital Advisers
New Jersey
$5.2M -$81.6K -185 -2%
PC
1195
Permanens Capital
New York
$5.19M +$3.31M +7,510 +164%
BWM
1196
Bulltick Wealth Management
Florida
$5.18M -$2.71M -6,135 -34%
N
1197
Nuveen
North Carolina
$5.18M +$278K +630 +6%
MIM
1198
Merrion Investment Management
New Jersey
$5.17M
SFWC
1199
Strategic Family Wealth Counselors
New Jersey
$5.16M +$994K +2,254 +23%
KFS
1200
Kaizen Financial Strategies
California
$5.15M +$5.29M +11,999 New

SPY Hedge Fund Activity: Q3 2021 in Review

2,746 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ETF Trust (SPY) for Q3 2021, worth a combined $246B — up 6.4% from $231B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new SPY positions and 81 closed out — a net gain of 57 holders — while 1,141 added to existing stakes and 1,080 trimmed.

The largest buyer was HRT Financial, adding an estimated $3.76B. The largest seller was Citigroup, cutting an estimated $2.25B.

  • 2,746 institutional investors held State Street SPDR S&P 500 ETF Trust (SPY) as of Q3 2021, up from 2,732 in Q2 2021.
  • Funds reported $246B of State Street SPDR S&P 500 ETF Trust stock for Q3 2021, up 6.4% quarter-over-quarter.
  • 138 funds opened new State Street SPDR S&P 500 ETF Trust positions in Q3 2021 and 81 closed out, a net change of +57 holders.
  • The largest State Street SPDR S&P 500 ETF Trust buyer in Q3 2021 was HRT Financial, an estimated $3.76B added.
  • The largest State Street SPDR S&P 500 ETF Trust seller in Q3 2021 was Citigroup, an estimated $2.25B sold.

Based on aggregated 13F filings for Q3 2021.