We are live on ! Find out more
SPY icon

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
CCM
1201
Carlson Capital Management
Minnesota
$957K +$18.6K +80 +2%
AIM
1202
Advantage Investment Management
Iowa
$955K -$1.02M -4,382 -52%
PCM
1203
Palouse Capital Management
Washington
$955K -$279K -1,202 -23%
PFO
1204
Pathstone Family Office
New Jersey
$948K +$4.88K +21 +0.5%
FHAM
1205
Folger Hill Asset Management
New York
$942K -$2.4M -10,315 -72%
FPFS
1206
First Personal Financial Services
North Carolina
$941K
LIM
1207
Loudon Investment Management
New Hampshire
$941K
OCM
1208
One Capital Management
California
$936K +$60K +258 +7%
LAM
1209
Lebenthal Asset Management
New York
$933K -$23.2K -100 -2%
CGL
1210
Clarius Group LLC
Washington
$930K -$929 -4 -0.1%
FWCM
1211
Ferguson Wellman Capital Management
Oregon
$929K +$46.7K +201 +5%
HWA
1212
HCR Wealth Advisors
California
$929K +$276K +1,189 +43%
RIG
1213
Roosevelt Investment Group
New York
$924K -$855K -3,680 -48%
ECM
1214
EagleClaw Capital Management
Massachusetts
$918K +$73.2K +315 +9%
P
1215
Pitcairn
Pennsylvania
$917K -$16.3K -70 -2%
SFG
1216
StrategIQ Financial Group
Indiana
$914K +$60.9K +262 +7%
SFPM
1217
Sensible Financial Planning & Management
Massachusetts
$909K -$1.39K -6 -0.2%
FPCG
1218
Fort Pitt Capital Group
Pennsylvania
$905K -$66K -284 -7%
SHWM
1219
Smith & Howard Wealth Management
Georgia
$905K
WP
1220
WealthSource Partners
California
$897K -$128K -553 -13%
ISL
1221
Ingalls & Snyder LLC
New York
$895K +$313K +1,347 +55%
Barrow, Hanley, Mewhinney & Strauss
1222
Barrow, Hanley, Mewhinney & Strauss
Texas
$894K -$69.7K -300 -7%
WAM
1223
Weatherly Asset Management
California
$890K +$63.9K +275 +8%
Zurich Cantonal Bank
1224
Zurich Cantonal Bank
Switzerland
$889K -$4.24M -18,231 -83%
DSI
1225
Daiwa SB Investments
Japan
$888K +$217K +935 +33%

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.