We are live on ! Find out more
SPY icon

State Street SPDR S&P 500 ETF Trust

2,732 hedge funds and large institutions have $231B invested in State Street SPDR S&P 500 ETF Trust in 2021 Q2 according to their latest regulatory filings, with 146 funds opening new positions, 1,090 increasing their positions, 1,127 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 146 | Existing positions closed: 99

3% more funds holding in top 10

Funds holding in top 10: 747769 (+22)

3% more capital invested

Capital invested by funds: $225B → $231B (+$6.68B)

0% more funds holding

Funds holding: 2,7212,732 (+11)

3% less repeat investments, than reductions

Existing positions increased: 1,090 | Existing positions reduced: 1,127

3.67% less ownership

Funds ownership: 66.05%62.38% (-3.7%)

51% less call options, than puts

Call options by funds: $154B | Put options by funds: $314B

Holders
2,732
Holders Change
+11
Holders Change %
+0.4%
% of All Funds
47.55%
Holding in Top 10
769
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+2.95%
% of All Funds
13.38%
New
146
Increased
1,090
Reduced
1,127
Closed
99
Calls
$154B
Puts
$314B
Net Calls
-$160B
Net Calls Change
-$18.9B
Name Holding Trade Value Shares
Change
Change in
Stake
CCG
1226
Cypress Capital Group
Florida
$4.63M -$87.7K -210 -2%
NL
1227
NVWM LLC
Pennsylvania
$4.62M +$35.5K +85 +0.8%
CIP
1228
Capital Insight Partners
Arizona
$4.62M -$244K -585 -5%
BFC
1229
Blue Fin Capital
Rhode Island
$4.62M +$437K +1,048 +11%
TI
1230
Tidal Investments
Wisconsin
$4.58M -$2.65M -6,340 -37%
PFG
1231
Pacific Financial Group
Washington
$4.58M +$39.7K +95 +0.9%
EM
1232
ELCO Management
New York
$4.58M +$101K +241 +2%
RW
1233
Rede Wealth
Virginia
$4.57M -$3.76K -9 -0.1%
CCG
1234
Chatham Capital Group
Georgia
$4.55M +$267K +640 +6%
DWMG
1235
DB Wealth Management Group
California
$4.54M -$63K -151 -1%
WP
1236
WealthSource Partners
California
$4.5M -$54.3K -130 -1%
RBC
1237
Rye Brook Capital
Connecticut
$4.5M +$4.38M +10,500 New
BRG
1238
Bay Rivers Group
Virginia
$4.49M +$140K +335 +3%
TI
1239
Truepoint Inc
Ohio
$4.47M +$192K +460 +5%
WA1
1240
Wimmer Associates 1
California
$4.44M -$15.9K -38 -0.4%
TIAM2
1241
Tru Independence Asset Management 2
Oregon
$4.44M +$427K +1,023 +11%
MCM
1242
McMillion Capital Management
North Carolina
$4.44M -$1.47M -3,515 -25%
ED
1243
Exane Derivatives
France
$4.43M +$1.73M +4,142 +69%
WPC
1244
White Pine Capital
Minnesota
$4.42M -$15.4K -37 -0.4%
RIG
1245
Ramiah Investment Group
Wisconsin
$4.42M -$169K -405 -4%
JWBC
1246
J.W. Burns & Co
New York
$4.42M -$93.9K -225 -2%
YWP
1247
YorkBridge Wealth Partners
New York
$4.41M -$507K -1,215 -11%
MSA
1248
Marino Stram & Associates
Massachusetts
$4.41M +$3.59M +8,603 +504%
NF
1249
Nikulski Financial
Iowa
$4.41M -$736K -1,763 -15%
LCM
1250
LVM Capital Management
Michigan
$4.4M -$58.4K -140 -1%

SPY Hedge Fund Activity: Q2 2021 in Review

2,732 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ETF Trust (SPY) for Q2 2021, worth a combined $231B — up 3% from $225B a quarter earlier.

Buyers outnumbered sellers: 146 funds opened new SPY positions and 99 closed out — a net gain of 47 holders — while 1,090 added to existing stakes and 1,127 trimmed.

The largest buyer was HSBC Holdings, adding an estimated $2.58B. The largest seller was Morgan Stanley, cutting an estimated $6.83B.

  • 2,732 institutional investors held State Street SPDR S&P 500 ETF Trust (SPY) as of Q2 2021, up from 2,721 in Q1 2021.
  • Funds reported $231B of State Street SPDR S&P 500 ETF Trust stock for Q2 2021, up 3% quarter-over-quarter.
  • 146 funds opened new State Street SPDR S&P 500 ETF Trust positions in Q2 2021 and 99 closed out, a net change of +47 holders.
  • The largest State Street SPDR S&P 500 ETF Trust buyer in Q2 2021 was HSBC Holdings, an estimated $2.58B added.
  • The largest State Street SPDR S&P 500 ETF Trust seller in Q2 2021 was Morgan Stanley, an estimated $6.83B sold.

Based on aggregated 13F filings for Q2 2021.