We are live on ! Find out more
SPY icon

State Street SPDR S&P 500 ETF Trust

1,903 hedge funds and large institutions have $174B invested in State Street SPDR S&P 500 ETF Trust in 2018 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 764 increasing their positions, 778 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 104

2% more capital invested

Capital invested by funds: $171B → $174B (+$3.11B)

1% less funds holding

Funds holding: 1,9181,903 (-15)

0.98% less ownership

Funds ownership: 68.54%67.56% (-0.98%)

2% less repeat investments, than reductions

Existing positions increased: 764 | Existing positions reduced: 778

4% less funds holding in top 10

Funds holding in top 10: 612589 (-23)

30% less call options, than puts

Call options by funds: $136B | Put options by funds: $195B

Holders
1,903
Holders Change
-15
Holders Change %
-0.78%
% of All Funds
43.56%
Holding in Top 10
589
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-3.76%
% of All Funds
13.48%
New
107
Increased
764
Reduced
778
Closed
104
Calls
$136B
Puts
$195B
Net Calls
-$59.2B
Net Calls Change
+$47.3B
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1426
Artemis Wealth Advisors
New York
$750K -$594K -2,200 -44%
CC
1427
Chicago Capital
Illinois
$745K +$30K +111 +4%
BCM
1428
BTR Capital Management
California
$744K +$2.43K +9 +0.3%
KJWM
1429
Kiley Juergens Wealth Management
Washington
$742K +$16.5K +61 +2%
CAC
1430
Certified Advisory Corp
Florida
$735K -$27.8K -103 -4%
MMG
1431
Monetary Management Group
Missouri
$735K +$67.5K +250 +10%
AIM
1432
Anchor Investment Management
South Carolina
$733K
JFA
1433
JNBA Financial Advisors
Minnesota
$733K -$8.1K -30 -1%
MSFP
1434
Mark Sheptoff Financial Planning
Connecticut
$733K +$81K +300 +12%
HTHT
1435
Hemenway Trust Hemenway Trust
New Hampshire
$732K -$701K -2,596 -49%
KFS
1436
Kurt F. Somerville
$732K -$500K -1,850 -41%
SCA
1437
STALEY CAPITAL ADVISERS
Pennsylvania
$732K
CAM
1438
Claret Asset Management
Quebec, Canada
$730K -$318K -1,179 -30%
ECM
1439
Estabrook Capital Management
New York
$729K +$5.13K +19 +0.7%
CFC
1440
Coyle Financial Counsel
Illinois
$729K -$1.92M -7,128 -73%
I
1441
INVST
Indiana
$729K +$726K +2,688 New
DIS
1442
Diversified Investment Strategies
Louisiana
$727K +$23K +85 +3%
CC
1443
Cedar Capital
Illinois
$717K -$1.24M -4,576 -63%
WSCM
1444
Wellington Shields Capital Management
New York
$712K +$56.2K +208 +9%
NCM
1445
Northside Capital Management
Oregon
$711K
BPB
1446
Badgley, Phelps & Bell
Washington
$708K +$257K +952 +57%
HCM
1447
Harvest Capital Management
New Hampshire
$707K -$21.3K -79 -3%
MCWS
1448
McKinley Carter Wealth Services
West Virginia
$706K -$138K -511 -16%
OAM
1449
Occidental Asset Management
California
$703K +$92.1K +341 +15%
WP
1450
WealthPLAN Partners
Nebraska
$700K -$30.8K -114 -4%

SPY Hedge Fund Activity: Q2 2018 in Review

1,903 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ETF Trust (SPY) for Q2 2018, worth a combined $174B — up 1.8% from $171B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new SPY positions and 104 closed out — a net gain of 3 holders — while 764 added to existing stakes and 778 trimmed.

The largest buyer was Bank of America, adding an estimated $8.93B. The largest seller was HSBC Holdings, cutting an estimated $3.41B.

  • 1,903 institutional investors held State Street SPDR S&P 500 ETF Trust (SPY) as of Q2 2018, down from 1,918 in Q1 2018.
  • Funds reported $174B of State Street SPDR S&P 500 ETF Trust stock for Q2 2018, up 1.8% quarter-over-quarter.
  • 107 funds opened new State Street SPDR S&P 500 ETF Trust positions in Q2 2018 and 104 closed out, a net change of +3 holders.
  • The largest State Street SPDR S&P 500 ETF Trust buyer in Q2 2018 was Bank of America, an estimated $8.93B added.
  • The largest State Street SPDR S&P 500 ETF Trust seller in Q2 2018 was HSBC Holdings, an estimated $3.41B sold.

Based on aggregated 13F filings for Q2 2018.