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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
ECAM
1226
East Coast Asset Management
Massachusetts
$2.17M +$13.2K +46 +0.6%
FVCM
1227
F&V Capital Management
Florida
$2.16M -$448K -1,557 -17%
SWM
1228
SeaCrest Wealth Management
New York
$2.16M -$1.04M -3,615 -33%
MWPCG
1229
Measured Wealth Private Client Group
New Hampshire
$2.16M -$1.73M -6,003 -45%
HIS
1230
Horizon Investment Services
Indiana
$2.14M -$401K -1,393 -16%
UIA
1231
UBP Investment Advisors
Switzerland
$2.14M +$576K +2,000 +38%
BRM
1232
Boston Research & Management
Massachusetts
$2.12M +$14.7K +51 +0.7%
PPSG
1233
Princeton Portfolio Strategies Group
New Jersey
$2.11M +$823K +2,858 +66%
CWA
1234
Clarus Wealth Advisors
Arizona
$2.11M -$323K -1,121 -13%
YWP
1235
YorkBridge Wealth Partners
New York
$2.1M +$89.6K +311 +5%
Wealthfront Advisers
1236
Wealthfront Advisers
California
$2.1M -$764K -2,652 -27%
CAM
1237
Cubic Asset Management
Massachusetts
$2.1M
BCWM
1238
Blue Chip Wealth Management
Florida
$2.09M +$249K +864 +14%
ACP
1239
Arcus Capital Partners
Georgia
$2.09M +$636K +2,208 +45%
FWM
1240
Frontier Wealth Management
Missouri
$2.07M +$409K +1,421 +25%
SWAG
1241
Spectrum Wealth Advisory Group
California
$2.06M -$2.25M -7,810 -53%
VLC
1242
Van Leeuwen & Company
New Jersey
$2.06M -$508K -1,763 -20%
WCM
1243
Wunderlich Capital Managemnt
Tennessee
$2.06M -$77.5K -269 -4%
EI
1244
Ellevest Inc
New York
$2.06M +$153K +531 +8%
BWP
1245
Baldwin Wealth Partners
Massachusetts
$2.04M -$340K -1,180 -14%
IWA
1246
Inspirion Wealth Advisors
Illinois
$2.04M +$13.2K +46 +0.7%
FA
1247
FDx Advisors
Illinois
$2.04M -$169K -587 -8%
VDI
1248
Vaughan David Investments
Illinois
$2.04M -$15K -52 -0.7%
TWA
1249
TCI Wealth Advisors
Arizona
$2.03M -$111K -387 -5%
CAM
1250
Covenant Asset Management
New Jersey
$2.02M -$144K -500 -7%

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.